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Employee General

Content was last updated in 06.23.07-00

Revision History

  Version No.

  Reference No.

  Changes

  06.23.07-00

  R2-19956

Separating Lost/Missing items in Configuration.

The General tab has settings related to Comments viewed and edited by, address mandatory fields, message settings, mandatory Pickup order fields, warehouse filter panel, location fields, project fields.

defaultsGeneral.png

Figure 1.0 Navigate to Defaults > General

Table 1.0 General Tab

Fields

Sub-fields

Field type

Description

Comments

Can be viewed by

Select Option

Select any one option for comments viewed/ edited by

  • All

  • Department

  • Who added

Can be edited by

Comments Printable

Select Checkbox

Select this check box if comments needs to be printed.

Mandatory Address fields

  • Street

  • State

  • Country

  • City

  • Zip

Select Checkbox

You can select any of the options to set any address fields as mandatory.

Items Default Search

-

Select from Drop-down

Select any item field as default for Item search option, default items fields such as: Description, Product ID, Stock, Model, Manufacture, Rent, Sell, Tax Group.

Assets Default Search

-

Select from Drop-down

Select any asset field as default for Assets searching option, default assets fields such as: Asset ID, Order ID, Description, Return, Item Status, Site ID, Site Name.

Invoice Default Search

-

Select from Drop-down

Select any Invoice field as default for Invoice searching option, default invoice fields such as: Invoice ID, Contract ID, Bill date, Company, Terms, Amount, Tax, Type, PO number.

Warehouse search

-

Select from Drop-down

Select any Warehouse field as default for Warehouse searching option, default warehouse fields such as: Time, Date, Number, Description, Customer/Vendor, Site.

Sound and Color setup for messages

  • Regular

  • Successful Scan

  • Critical

  • Search and Select (In .Wav or .Midi Format)

  • Select from Drop-down (Message display color)

  • Click Button (To test sound)

If you want to set sound/tone for Regular messages, Successful scan message, Critical/ warning/error message you can select sound file from system by clicking import button, and select color of message text from drop down if needed and also test the message tone by clicking 'Test' button

In Stock

Item Search

Select Checkbox

Select Item search if you want to search items that are in stock

Mandatory Pickup Order Fields

Created by

Select Checkbox

You can set Created by field in Pickup Order as mandatory

Warehouse Filter Panel

Today

Select Checkbox

You can set Today date in Warehouse filter as mandatory.

Mandatory Location Fields

Tax Region

Select Checkbox

You can set Tax region in Location as mandatory field.

Mandatory Project Fields

Contact

Select Checkbox

You can set Contact field as mandatory in Project.

 

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