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User defined powerful grid searching |
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Group by any column in the Search Form |
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Export and summarize search information |
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Advanced searching options available |
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Company Setup |
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Starting Transaction Numbers |
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Ship Via Setup |
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Terms Setup |
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Company Policy |
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Reminder List |
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Schedule Category Type |
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Schedule Activity Details |
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Customer Data Fields |
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Prospect Data Fields |
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Customer Auto Schedule |
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Prospect Auto Schedule |
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Set Default Shipping Terms for new transactions |
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Set Default Customer Terms for new transactions |
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Option for Deleting Orders after Convert to Invoice |
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Option to use Default Currency when duplicating transactions |
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Option to display post and un-post messages |
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Option to check credit card type before posting |
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Option to check for blank default accounts on start-up |
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Option to assign check numbers after printing |
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Enable Audit Trail |
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Set Inventory Costing Method |
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Set Inventory default Item Type |
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Set Inventory default Warehouse ID |
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Set Inventory default Classification |
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Set minimum profit margin percentage |
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Option to display customer and inventory special pricing methods when invoicing |
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Option to prevent negative stock |
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Option to display out of stock message |
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Set bonus points formula |
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Sales – default line item tab order |
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Sales – default decimal places |
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Sales – track discounts in G/L |
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Sales – enable back orders |
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Sales – enable invoice voiding |
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Sales – prevent negative allocation |
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Sales – display over credit limit message |
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Sales – display customer notes when adding an order |
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Sales – use Company Logo on Orders and Invoices |
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Purchases – option to display only the inventory items for the selected Vendor |
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Purchases – track discounts in G/L |
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Purchases – automatically create a bill after receiving inventory |
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Purchases – enable A/P clearing |
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Purchases – enable multiple terms and discount override |
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Purchases – default decimal places |
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Purchases – 1099 threshold |
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Enable and setup Add-Ons |
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Set User default work flow menu |
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Set User defined Find Form options |
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User option for invoice warning message about item reorder point |
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User option to show Dashboard on start-up |
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User option to show Scheduled Activities on start-up |
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User combo box drop down options |
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User setup of Favorite Reports |
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Set User desktop and themes |
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Setup or change User keyboard shortcut |
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Set User printing options |
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Setup Currency Exchange Rates |
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Countries |
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Zip / Postal Codes |
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Store locations |
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Enable Reminder List |
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