T -6: System Settings
Settings you need to configure before you commence the Launch sequence.
Access to all Settings
The majority of Settings can be accessed at:
Setup>Configuration>
Only Master Administrators can access Setup.
You can access the respective 'Configure' settings on every Trading Partner (Worker, Customer, Supplier) Master, and every Document, i.e. Sales Order.
Setting Notes
If you're using the Quickbooks Transformer this data will be imported for you. However, you should check the details are complete and correct.
It logically fits here, but you can do this at any time.
Classifications (a.k.a. Classes)
Relevant Import templates (Setup>Import Data>template) have Classification Columns. You can import Classifications, or add them manually at any time.
See Classifications and Classifications ⛭.
Settings in order of priority
You must configure these settings in the order they are presented here.
To help you keep track, here's a helpful downloadable checklist.
Quickbooks Transformer users:
When you run the Transformer some settings will be updated.
These are marked ' QT⇯ ', however, you should check these presets meet your requirements.
1. Accounting
1.1
Company
1.2
Currencies
1.3
Bank Account(s)
1.4
Chart of Accounts
The 'A' in ASIC.
1.5
Nominal Codes
Optional.
Nominal Codes
1.6
Accounting Periods
1.7
1099 Categories
1.8
Sales Tax or VAT or GST
1.9
Payment Terms
1.10
Credit Control
2. Purchasing
Setup>Configuration>Purchasing contains a list of access points to the configuration of Suppliers and Purchasing related documents (Entities).
Make sure you include settings from the previous sections, e.g. Payment Terms on your 'import suppliers' template. If you have imported your data using the Quickbooks Transformer, check the settings are correct in your system. If they are not use the import template to update.
2.1
Suppliers
The 'S' in ASIC.
2.2
Purchase Orders
2.3
Item Receipts
2.4
Bills (Purchase Invoices)
2.5
Contacts for Suppliers
This includes Shipping and Supplier Payment addresses.
3. Products
3.1
Items
The 'I' in ASIC.
3.2
Kits
3.3
Assemblies
3.4
Advanced Price Lists
3.5
Preferred Suppliers
4. Sales
Setup>Configuration>Sales contain a list of access points to the configuration of Customers and Sales related documents (Entities).
Make sure you include settings from the previous sections, e.g. Payment Terms on your 'import customers' template. If you have imported your data using the Quickbooks Transformer, check the settings are correct in your system. If they are not use the import template to update.
4.1
Leads
Optional.
4.2
Customers
This is the 'C' in ASIC.
4.3
Sales Orders
4.4
Sales Invoices
4.5
Shipments
4.6
Pick List
4.7
RMA
4.8
Shipping Carriers
Need LTL? Tell us support@salesorder.com
4.9
Contacts for Customers
This includes Shipping and Billing addresses.
5. Warehouse Management System
5.1
WMS
Optional.
6. Workers and Roles
6.1
Workers
6.2
Roles
7. Email
You can connect all of your email accounts to Salesorder.com. This enables you to:
Send, receive, and view by Supplier and Customer email interactions by email account.
Send Documents by configured or selected email addresses.
7.1
7.2
Email templates
8. Shipping
8.1
Shipstation (no WMS)
8.2
Easypost (WMS)
9. Trade Acceleration Portal (TAP)
9.1
TAP
9.2
TAP Barcode Order Capture
10. Digital Card and ACH Payments
We offer the lowest payment fees.
10.1
Basys Payments (Preferred)
Coming April 2023
10.2
Authorize.net
11. EDI
We offer the lowest cost EDI Automation to trading partner(s) connectivity.
11.1
Zenbridge EDI hub
Coming April 2023
11.2
Working with SPS, True Commerce, Commerce Hub etc?
Contact support@salesorder.com
12. Inventory Forecasting
We offer the daily forecasting of inventory forecasting as well as inventory performance reporting.
12.1
Inventoro
Contact support@salesorder.com
13. Power BI (by Microsoft) Business Intelligence
We offer the #1 business intelligence tool. On demand data visualization to see your data in dashboards, any way you want. Eliminate Excel tasks and wasted effort updating spreadsheets.
13.1
Microsoft Power BI
Contact support@salesorder.com
14. Queue Automation
We can automate repetitive tasks in your daily workflows, saving you time and effort and helping you do more faster and at lower costs.
14.1
Autopilot
Contact support@salesorder.com
15. 3rd party warehouse (3PL)
We can connect your 3PL to Salesorder
15.1
3PL
16. B2C Shopping carts
We can connect with, Shopify, Woocommerce, and Big Commerce.
16.1
Shopify
16.2
Woocommerce
Contact support@salesorder.com
16.3
BigCommerce
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