WMS General Preferences
Unlike all other Preferences, the General Preferences are controlled and set Individually by each User via their own username login.
These are the optimum speed settings for the system:
Register Date Range > Disabled
Hide Quotes After > 7 days
Hide Closed records > Next day
Default User Location
Users Default location for all new receive orders, transfers, and checkouts, Sales, etc.
Default Shipping Method
Users Default/Standard Shipping method, where a customer does not have a default set against their card in MYOB.
Local Date Format
Determines date format, For example: dd-mm-yyyy. Users within AU Region should select *windows Default and ensure their windows are set correctly.
Register Date Range
Users Default date range for records within the Registers.
Default POS Customer
User to select default Point Of Sales Customer etc. Cash Sales
Allow Pick/Pack Order Asssignment to my User Account
Can assign the Order to a particular Pick/Pack person (commonly used for scanner order assignment)
Stock Legend defaults to *Show All
On will default Stock Legend\Stock Lookup screen filters to *Show All. Use only when a small number of Items in the Stock List.
Date Range Includes Promise Date
Register date includes search within promised date field.
Default searching by Item Name not Number
On will default Search by Item Name. Off will default search by Item Number.
Save windows sizes with positioning
Save window positions as you exit, ready for login.
Hide Closed records
User selects period that CLOSED records within Registers are no longer displayed. When records are closed, they HIDE the next Day but are searchable and viewable once any filter is selected.
Revert Off Cross Dock
It shows how long the CROSSDOCK indicator remains.
If a site has never used cross-docking before and does not wish to use it, please use the status of 'Never.
If a site had used cross-dock before and decided to disable it (temporarily or permanently), please use ‘Disabled.’
Hide Sale Quotes after
User selects period to hide QUOTES within Registers.
After record transaction
Action to take place when recording a sale order. Common setting unless wanting to PICK and Reserve Stock.
Always Use Paging Mode for Registers
On will use Paging mode.
Refresh Item register OnDemand
By default, the register will refresh every five minutes (to gain information from other users); if this is off, the refresh is manual and only updated when F5 or tools refresh is selected.
Show contact details as
Sales show BILL Contact details/Despatch Ship to. Otherwise, both show SHIP TO; this also affects the email address used in the registers.
Show Stock control flags filter
Show or Hide stock flags in inventory detail.
Show transaction filter as
Shows only transactions where the user is the salesperson etc.
Preview Item image attachment
Users can view Product Images within Left Hand Side Column.
Highlight overdue Sale/Receive Orders
Changes row colour to Red in purchase register and despatch register if current date exceeds promise Date"
Display transaction form after record
On will Display a pop-up report window for all transactions.
Example: If this setting is OFF
Entering Sale > Print Preview selection won't be saved after creating/updating Sales Order.