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Account settings

Attention!
The following description applies to the module in premium editions. For a basic version of the module, click HERE.

In account settings for premium editions, unlike the basic edition, the following was added:

  • Company basic information - New option for setting end-user currency used for orders was added. You can enter a website link and bank account details. There is an option to add your company’s logo.

  • Additional information about the company - You can provide additional information about your company.
  • Products - Here you can control prices of different products. Particular product can be marked as Favourites. There is a possibility to arrange its order based on your preferences. While creating a new Order/Inquery you can choose Favourites section and search in the list you had created in Premium settings.

  • User Status - You can create user states on this tab, which you can further assign in the Customer orders module. Add a Note description to specify, what exactly each status means.
  • Branches - On the Branches tab you can define all the branches that you will use in the Realization module. Simply enter the Branch name using the + Add Branch button. You can then use the edit button to edit its name or delete it.
  • IoT module warnings - Try to set unlimited user-defined warnings. For instance, create a warning, which alert you every time a temperature reaches given value. You can choose a type of notification you will receive – email/message/notification. You will be notified of failure detection, increasing temperature or hitting a limit of allowed cycles.

 

  • Functions - There are other general functions which user adjust to itself:
    • Contact meetings - By checking this field it allows using premium modules in Customer Orders menu to users. Those premium modules are Contact meetings, Service, Reclamation and Documents.
    • Maximum sales limit - If you are used to give a discount to end customer this function controls exceeded sales limit.
    • Montage tab and menu view - Mark this function and it unlocks Montage menu and Montage tab which users can use in Customer Orders.
    • Tile menu - This option switches design of selecting product window. You can select from table of products (this fields is not selected) or select product group from tile menu (this field is selected).
    • Inquiery/Order attachments - If you prefer attaching documents to Inquieries and Orders, mark this function. Then you can keep files send from manufacturer /to manufacturer in each order or inquiery.
    • Delivery adress - Ad an option to fill a delivery adress on inquiery/order documents. 
    • Your sign nr. 2 - Some users are used to identify a record with more labels. In this case you can use "Your sign number two".
    • Opening statistics - Welcome site may contain opening statistics review. By marking this checking box you will see statistics.
    • System messages module - On site heading is displayed notification messages and system messages. This option set system messages module up.
    • Filling your sign field requirement - If you require filling "Your sing" field in Orders and Inquieries you can mark this function. System will automatically control filling out.
    • Website link in company basic information settings - This option add a new field in company's basic information editor. It is for website link.
    • Automatically open product selecting window - This function is connected to selecting product window. You can choose settings with automatic opening selecting product window or settings with opening Order/Inquiery form with header information and after clicking + Add product opening selecting product window.