How To - Interface
Within Company Settings there are multiple configuration tabs; the below details the Interface.
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Navigate to Admin Functions and select Company Settings
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Interface is the first page encountered, and controls functionality for all venues by selecting or deselecting each icon.
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Make the required configuration changes then select Update Changes.
- The below Options will be available to you.
| Show "Outlet Reference" instead of "Outlet Name" | Are the venues referred to by number or name? |
| All decimal quantities when dispatching/accepting orders | Do we want to be able to order and accept part quantities, e.g., 0.5kg instead of 1kg |
| Allow outlets to post notes on orders | Do we want sites to be able to add notes onto invoices |
| Prevent outlets from placing orders when they have dispatched order over X days old | This is a way of controlling housekeeping of dispatched orders being accepted in a timely manner |
| Allow suppliers to create back orders | If products are out of stock are suppliers able to send these items later |
| Allow users to add items to Dispatched orders | If venues have received additional items to those ordered, are they able to add these to the delivery prior to accepting? |
| Allow integrated suppliers to create Dispatched orders for outlets | This would be utilised for auto drops for new menus |
| Enforce zero quantity templates | Do we want to tick a box to add items to a template, or input a number? |
| Disable invoicing for outlet users | Do we want sites to be able to create invoices for suppliers? |
| Disable credit requests for outlet users | Do we want site to have the functionality to raise credit requests? |
| Request a reason to be entered when cancelling a placed order | If this is enabled site would need to select a reason prior to being able to cancel an order |
| Allow Outlets to be Bulk Assigned by Outlet Reference/Name | Do we want outlets to be assigned, in bulk, by reference or name? |