# T -6: System Settings

### Access to all Settings

The majority of Settings can be accessed at:

<mark style="color:orange;">Setup>Configuration></mark>

Only Master Administrators can access Setup.

{% hint style="info" %}
You can access the respective 'Configure' *settings* on every Trading Partner (Worker, Customer, Supplier) Master, and every Document, i.e. Sales Order.
{% endhint %}

### Setting Notes

1. If you're using the Quickbooks Transformer this data will be imported for you. However, you should **check the details are complete and correct**.
2. It logically fits here, but you can do this at any time.

### Classifications (a.k.a. Classes)

Relevant Import templates (<mark style="color:orange;">Setup>Import Data></mark>*<mark style="color:orange;">template)</mark>* have Classification Columns. You can import Classifications, or add them manually at any time.&#x20;

See [Classifications](https://helpwith.salesorder.com/reports/classifications) and [Classifications ⛭](https://helpwith.salesorder.com/setup/configuration/classifications).

### Settings in order of priority&#x20;

You must configure these settings in the order they are presented here.

To help you keep track, [here's a helpful downloadable checklist.  ](https://docs.google.com/document/d/1ksvXx6rU0KjIvHIqCV6MIoc-XiKSckQSB25Uq5J5fgo/edit?usp=sharing)

{% hint style="warning" %}
**Quickbooks Transformer users:**

When you run the Transformer some settings will be updated.&#x20;

These are marked ' <mark style="color:green;">QT⇯</mark> ', however, you should check these presets meet your requirements.
{% endhint %}

### 1. Accounting

<table><thead><tr><th width="101.33333333333331">Order</th><th width="297">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>1.1</td><td>Company </td><td><p><a href="../../setup/configuration/company">Company ⛭</a> <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/ie81tl60d3">Company settings video</a>.</p></td></tr><tr><td>1.2</td><td>Currencies</td><td><p><a href="../../accounting/currencies">Currencies</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/grym8kr117">Currencies settings video.</a></p></td></tr><tr><td>1.3</td><td>Bank Account(s)</td><td><a href="../../banking">Banking</a></td></tr><tr><td>1.4</td><td>Chart of Accounts</td><td><p><a href="../../setup/configuration/accounts">Accounts ⛭</a> <mark style="color:green;">QT⇯</mark> </p><p></p><p><mark style="color:orange;">The 'A' in ASIC</mark>. </p><p></p><p><a href="https://salesorder.wistia.com/medias/29axpyddoa">Chart of Accounts settings video.</a></p></td></tr><tr><td>1.5</td><td>Nominal Codes</td><td><p><mark style="color:orange;">Optional.</mark> </p><p></p><p>Nominal Codes </p><p></p><p><a href="https://salesorder.wistia.com/medias/5xrsnbherl">Nominal Codes settings video.</a></p></td></tr><tr><td>1.6</td><td>Accounting Periods</td><td><a href="../../setup/configuration/accounting-periods">Accounting Periods </a><a href="../../setup/configuration/accounting-periods">⛭</a></td></tr><tr><td>1.7</td><td>1099 Categories</td><td><p><a href="../../setup/configuration/1099-categories">1099 Categories ⛭</a> <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/hxj3h6rdg3">1099 settings video.</a></p></td></tr><tr><td>1.8</td><td>Sales Tax or VAT or GST</td><td><p><a href="../../accounting/tax/sales-tax">Sales Tax</a>. or <a href="../../setup/configuration/vat">VAT ⛭</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/plqmqni3q0">Sales Tax settings video.</a></p></td></tr><tr><td>1.9</td><td>Payment Terms</td><td><p><a href="../../accounting/payment-terms">Payment Terms</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/8cek1qw6kd">Payment Terms settings video.</a></p></td></tr><tr><td>1.10</td><td>Credit Control</td><td><p><a href="../../sales/customers/credit-controls">Credit Controls</a>. </p><p></p><p><a href="https://salesorder.wistia.com/medias/dz3ew8d7yw">Credit Controls settings video.</a></p></td></tr></tbody></table>

### 2. Purchasing

<mark style="color:orange;">Setup>Configuration>Purchasing</mark> contains a list of access points to the configuration of Suppliers and Purchasing related documents (Entities).

{% hint style="warning" %}
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.
{% endhint %}

<details>

<summary>Read me: Set unique IDs for Trading partners and Documents</summary>

Read [Ref # ⛭](https://helpwith.salesorder.com/setup/configuration/ref)

Each entity needs a unique ID. Unique IDs in Salesorder.com are Ref #s. Before you commence your Launch sequence, you should decide and implement your Ref # policy for entities.&#x20;

You can set the Ref # policy now on every entity from the <mark style="color:orange;">Setup>Configuration</mark> page.&#x20;

<mark style="background-color:orange;">Setting your Ref # policy is optional.</mark>

If you need assistance email <support@salesorder.com>.

</details>

<details>

<summary>Read me: Set default on screen and printed templates on Documents.</summary>

As you work through the Document settings, please check the Default Template in the Configure screen is set so the Document view you see on the screen and on the printed Document is what you need. On every Document in the top right-hand corner, you'll see the '<mark style="color:orange;">Template</mark>' field. This will show the default Document template in use as configured.

</details>

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>2.1</td><td>Suppliers</td><td><p><a href="../../setup/configuration/supplier">Suppliers ⛭</a> and <a href="../../purchasing/suppliers">Suppliers</a> <mark style="color:green;">QT⇯</mark></p><p></p><p><mark style="color:orange;">The 'S' in ASIC.</mark> </p><p></p><p><a href="https://salesorder.wistia.com/medias/lbb10xbkkx">Supplier settings video.</a></p></td></tr><tr><td>2.2</td><td>Purchase Orders</td><td><p><a href="../../setup/configuration/purchase-order">Purchase Order ⛭</a> and <a href="../../purchasing/purchase-orders">Purchase Orders</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/n155n050nb">Purchase Order settings video.</a></p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>2.3</td><td>Item Receipts</td><td><p><a href="../../setup/configuration/item-receipt">Item Receipt ⛭</a> and <a href="../../purchasing/item-receipts">Item Receipts</a>. </p><p></p><p><a href="https://salesorder.wistia.com/medias/ps70x8okh7">Item Receipt settings video.</a></p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>2.4</td><td>Bills (Purchase Invoices)</td><td><p><a href="../../setup/configuration/bills">Bills ⛭</a> and <a href="../../purchasing/bills-purchase-invoices">Bills</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>2.5</td><td>Contacts <em>for Suppliers</em></td><td><p><a href="../../organizer/contacts">Contacts</a> </p><p></p><p>This includes Shipping and Supplier Payment addresses. </p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 3. Products&#x20;

<details>

<summary>My Items have Categories e.g. Brands and Attributes e.g Colors, dimensions, etc. How do I handle these?</summary>

For the purposes of granular specification, searching, and reporting you can assign Categories and Attributes to Items. You can import or manually add these at any time. See  [Categories and Attributes](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/broken-reference).&#x20;

Questions? Get help from <support@salesorder.com>

</details>

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>3.1</td><td>Items</td><td><p><a href="../../products-services/items-which-ones">Items</a> <mark style="color:green;">QT⇯</mark></p><p></p><p>Using the WMS? Watch <a href="https://salesorder.wistia.com/medias/w274bjlx1o">'WMS enabled: Explorer and SKU master is different'.</a></p><p></p><p><mark style="color:orange;">The 'I' in ASIC.</mark> </p></td></tr><tr><td>3.2</td><td>Kits</td><td><p><a href="../../setup/configuration/kit">Kit ⛭</a> and <a href="../../products-services/items-which-ones/kits">Kits</a>.</p><p></p><p><a href="https://salesorder.wistia.com/medias/iinyfy0o6f">Assemblies and Kits settings video</a>.</p><p></p><p>Using the WMS? See <a href="../../wms-warehouse-management/kits-and-assemblies">Kit</a><a href="../../wms-warehouse-management/kits-and-assemblies">s and Assemblies</a>.</p></td></tr><tr><td>3.3</td><td>Assemblies</td><td><p><a href="../../products-services/items-which-ones/stock-assemblies">Assemblies</a> <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/iinyfy0o6f">Assemblies and Kits settings video</a>.</p><p></p><p>Using the WMS? See <a href="../../wms-warehouse-management/kits-and-assemblies">Kit</a><a href="../../wms-warehouse-management/kits-and-assemblies">s and Assemblies</a>.</p></td></tr><tr><td>3.4</td><td>Advanced Price Lists</td><td><p><a href="../../products-services/advanced-price-lists">Advanced Price Lists</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/5r3b2odfi9">Advanced Price Lists video.</a></p></td></tr><tr><td>3.5</td><td>Preferred Suppliers</td><td><p><a href="../../products-services/items-which-ones/preferred-suppliers">Preferred Suppliers</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/gnmw0k0dyt">Preferred Suppliers settings video.</a></p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 4. Sales

<mark style="color:orange;">Setup>Configuration>Sales</mark> contain a list of access points to the configuration of Customers and Sales related documents (Entities).

{% hint style="info" %}
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.
{% endhint %}

<details>

<summary>Read me: Unique IDs for Trading partners and Documents</summary>

Read [Ref # ⛭](https://helpwith.salesorder.com/setup/configuration/ref)

Each entity needs a unique ID. Unique IDs in Salesorder.com are Ref #s. Before you commence your Launch sequence, you should decide and implement your Ref # policy for entities.&#x20;

You can set the Ref # policy now on every entity from the <mark style="color:orange;">Setup>Configuration</mark> page.&#x20;

<mark style="background-color:orange;">Setting your Ref # policy is optional.</mark>

If you need assistance email <support@salesorder.com>.

</details>

<details>

<summary>Read me: Default on screen and printed templates on Documents.</summary>

As you work through the Document settings, please check the Default Template in the Configure screen is set so the Document view you see on the screen and on the printed Document is what you need. On every Document in the top right-hand corner, you'll see the '<mark style="color:orange;">Template</mark>' field. This will show the default Document template in use as configured.

</details>

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>4.1</td><td>Leads</td><td><p>Optional. </p><p></p><p><a href="../../setup/configuration/leads">Lead ⛭</a> and <a href="../../sales/leads">Leads</a>.</p></td></tr><tr><td>4.2</td><td>Customers</td><td><p><a href="../../setup/configuration/customers">Customer ⛭</a> and  <a href="../../sales/customers">Customers</a> <mark style="color:green;">QT⇯</mark></p><p></p><p><mark style="color:orange;">This is the 'C' in ASIC.</mark> </p><p></p><p><a href="https://salesorder.wistia.com/medias/pcrx7jjhd8">Customers settings video</a>.</p></td></tr><tr><td>4.3</td><td>Sales Orders</td><td><p><a href="../../setup/configuration/sales-order">Sales Order ⛭</a> and <a href="../../sales/sales-orders">Sales Orders. </a><mark style="color:green;">QT⇯</mark></p><p></p><p><a href="https://salesorder.wistia.com/medias/0vttp64fn0">Sales Order settings video.</a></p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>4.4</td><td>Sales Invoices</td><td><p><a href="../../setup/configuration/sales-invoice-1">Sales Invoice ⛭</a> and <a href="../../sales/sales-invoices">Sales Invoices</a>. <mark style="color:green;">QT⇯</mark></p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>4.5</td><td>Shipments</td><td><a href="../../setup/configuration/shipment">Shipment ⛭</a> and <a href="../../sales/shipments">Shipments</a>. </td></tr><tr><td>4.6</td><td>Pick List</td><td><p><a href="../../setup/configuration/pick-list">Pick List ⛭</a>.</p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p></td></tr><tr><td>4.7</td><td>RMA</td><td><p><a href="../../setup/configuration/rma">RMA ⛭</a> and <a href="../../sales/rma">RMAs</a>.</p><p></p><p>See also <a href="../../setup/configuration/document-templates">Document Templates ⛭</a> and watch the video <a href="https://salesorder.wistia.com/medias/wl36nzyd3o">'Configure Document and screen/print views'</a>.</p><p></p><p>Using WMS? See <a href="../../wms-warehouse-management/rma">RMAs</a> (WMS). </p></td></tr><tr><td>4.8</td><td>Shipping Carriers</td><td><p><a href="../../setup/configuration/shipping-carriers">Shipping Carriers ⛭</a>. </p><p></p><p>Using the WMS? See <a href="../../setup/easypost">Easypost</a>. </p><p></p><p>Need LTL? Tell us support@salesorder.com</p></td></tr><tr><td>4.9</td><td>Contacts for Customers</td><td><p><a href="../../organizer/contacts">Contacts</a> <mark style="color:green;">QT⇯</mark></p><p></p><p>This includes Shipping and Billing addresses. </p></td></tr></tbody></table>

### 5. Warehouse Management System

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>5.1</td><td>WMS</td><td><p>Optional. </p><p></p><p><a href="../../wms-setup">WMS Setup</a>.</p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 6. Workers and Roles

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>6.1</td><td>Workers</td><td><p><a href="../../company/workers-and-users">Workers and Users</a> </p><p></p><p><a href="https://salesorder.wistia.com/medias/oebhh5yl9w">Workers settings video</a>.</p></td></tr><tr><td>6.2</td><td>Roles</td><td><p><a href="../../setup/roles">Roles</a> </p><p></p><p><a href="https://salesorder.wistia.com/medias/lwclhwxnde">Roles settings video.</a></p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 7. Email&#x20;

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.&#x20;
* Send Documents by configured or selected email addresses.

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>7.1</td><td>Email</td><td><p><a href="../../setup/configuration/email-accounts">Email ⛭</a> and <a href="../../organizer/email">Email</a>. </p><p></p><p><a href="https://salesorder.wistia.com/medias/wsjicz76mj">Email settings video.</a></p></td></tr><tr><td>7.2</td><td>Email templates</td><td><p><a href="../../setup/email-templates">Email Templates</a>. </p><p></p><p><a href="https://salesorder.wistia.com/medias/9pkkody4vz">Email Templates settings video.</a></p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 8. Shipping

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>8.1</td><td>Shipstation (no WMS)</td><td><p><a href="../../setup/shipstation">Shipstation ⛭</a> </p><p></p><p><a href="https://salesorder.wistia.com/medias/ie51sfnyzr">Shipstation settings video</a> - This video shows a <mark style="color:orange;">previous version</mark> of Salesorder. The video will be updated soon.</p></td></tr><tr><td>8.2</td><td>Easypost (WMS)</td><td><p><a href="../../setup/easypost">Easypost ⛭</a> (WMS users only). </p><p></p><p><a href="https://salesorder.wistia.com/medias/fm0az4t1ms">Easypost settings video.</a></p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 9. Trade Acceleration Portal (TAP)

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>9.1</td><td>TAP</td><td><a href="../../trade-acceleration-portal-1.0">TAP.</a></td></tr><tr><td>9.2</td><td>TAP Barcode Order Capture</td><td><a href="../../trade-acceleration-portal-1.0/configure-barcode-order-entry">Configure barcode order entry.</a></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 10. Digital Card and ACH Payments

We offer the lowest payment fees.&#x20;

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>10.1</td><td>Basys Payments (Preferred)</td><td>Coming April 2023</td></tr><tr><td>10.2</td><td>Authorize.net</td><td><a href="../../setup/payment-processors/authorize.net">Authorize.net</a></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 11. EDI&#x20;

We offer the lowest cost EDI Automation to trading partner(s) connectivity.&#x20;

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>11.1</td><td>Zenbridge EDI hub</td><td>Coming April 2023</td></tr><tr><td>11.2</td><td>Working with SPS, True Commerce, Commerce Hub etc?</td><td><p><a href="../../edi">EDI</a> </p><p></p><p>Contact support@salesorder.com</p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### 12. Inventory Forecasting&#x20;

We offer the daily forecasting of inventory forecasting as well as inventory performance reporting.&#x20;

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>12.1</td><td>Inventoro </td><td>Contact support@salesorder.com</td></tr></tbody></table>

### 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.&#x20;

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>13.1</td><td>Microsoft Power BI </td><td>Contact support@salesorder.com</td></tr></tbody></table>

### 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.

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>14.1</td><td>Autopilot</td><td>Contact support@salesorder.com</td></tr></tbody></table>

### 15. 3rd party warehouse (3PL)

We can connect your 3PL to Salesorder

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>15.1</td><td>3PL</td><td><a href="../../third-party-logistics-3pl">3PL</a></td></tr></tbody></table>

### 16. B2C Shopping carts

We can connect with, Shopify, Woocommerce, and Big Commerce.

<table><thead><tr><th width="103.33333333333331">Order</th><th width="300">Setting</th><th>Config and overview</th></tr></thead><tbody><tr><td>16.1</td><td>Shopify </td><td><a href="../../shopping-carts-b2c/shopify">Shopify: Connect cart</a></td></tr><tr><td>16.2</td><td>Woocommerce</td><td>Contact support@salesorder.com</td></tr><tr><td>16.3</td><td>BigCommerce</td><td><p><a href="https://learn.salesorder.com/course/bigcommerce-setup">BigCommerce</a> (in Salesorder Academy). </p><p></p><p><a href="../../shopping-carts-b2c/bigcommerce">BigCommerce: connect cart</a></p></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>