Through Settings -> Users -> Groups of Notification
Continue ReadingWhere can I designate a person responsible for deliveries?
Through Settings -> Users -> Groups of Notification
Continue ReadingWhat is the “Environment” tab in System settings for?
This tab allows you to save default directories. The system uses these default directories to generate files and such. You can also designate your mail application and save the executable location of different applications. The system uses these executables to start applications.
Continue ReadingWhat is the “Price List” tab for?
It allows users to access the directory where you have saved all your Supplier Price Lists. Users have access to this directory from the Price List tab in the Sales menu
Continue ReadingWhat is the “Custom Email” tab in System settings for?
This tab allows you to customize the email that is sent to the Customers when sending account statements and the email sent to Suppliers when sending payment notices.
Continue ReadingWhere can I create/modify my users?
Through Settings -> Users
Continue ReadingWhere can I modify a user’s permissions/authorizations?
Through Settings -> Users
Continue ReadingWhat is the Salesperson number used for?
The Sales Person Number is an important User Settings. It allows determining if the user is a seller. Without a salesperson number, the system will prevent the user from creating customer transactions. This number must be a unique one per salesperson.
Continue ReadingWhat happens when I check “Is a Template” in User settings?
If you register a user and you checked “Is a template”, this user will become a model. You will therefore be able to apply this model and all these permissions to the creation of each of your users. (e.g. you can create the “Sales” model with all the appropriate permissions and use this model when […]
Continue ReadingHow to apply a Template to the creation of a user?
Select the desired template from the drop-down menu next to the “Model Applied” label and click the “Apply” button.
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