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

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 (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

Order	Setting	Config and overview
1.1	Company	Company ⛭ QT⇯ Company settings video.
1.2	Currencies	Currencies. QT⇯ Currencies settings video.
1.3	Bank Account(s)	Banking
1.4	Chart of Accounts	Accounts ⛭ QT⇯ The 'A' in ASIC. Chart of Accounts settings video.
1.5	Nominal Codes	Optional. Nominal Codes Nominal Codes settings video.
1.6	Accounting Periods	Accounting Periods ⛭
1.7	1099 Categories	1099 Categories ⛭ QT⇯ 1099 settings video.
1.8	Sales Tax or VAT or GST	Sales Tax. or VAT ⛭. QT⇯ Sales Tax settings video.
1.9	Payment Terms	Payment Terms. QT⇯ Payment Terms settings video.
1.10	Credit Control	Credit Controls. Credit Controls settings video.

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.

Read me: Set unique IDs for Trading partners and Documents

Read 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.

You can set the Ref # policy now on every entity from the Setup>Configuration page.

Setting your Ref # policy is optional.

If you need assistance email [e-mail].

Read me: Set default on screen and printed templates on Documents.

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 'Template' field. This will show the default Document template in use as configured.

Order	Setting	Config and overview
2.1	Suppliers	Suppliers ⛭ and Suppliers QT⇯ The 'S' in ASIC. Supplier settings video.
2.2	Purchase Orders	Purchase Order ⛭ and Purchase Orders. QT⇯ Purchase Order settings video. See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
2.3	Item Receipts	Item Receipt ⛭ and Item Receipts. Item Receipt settings video. See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
2.4	Bills (Purchase Invoices)	Bills ⛭ and Bills. QT⇯ See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
2.5	Contacts for Suppliers	Contacts This includes Shipping and Supplier Payment addresses.

3. Products

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

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.

Questions? Get help from [e-mail]

Order	Setting	Config and overview
3.1	Items	Items QT⇯ Using the WMS? Watch 'WMS enabled: Explorer and SKU master is different'. The 'I' in ASIC.
3.2	Kits	Kit ⛭ and Kits. Assemblies and Kits settings video. Using the WMS? See Kits and Assemblies.
3.3	Assemblies	Assemblies QT⇯ Assemblies and Kits settings video. Using the WMS? See Kits and Assemblies.
3.4	Advanced Price Lists	Advanced Price Lists. QT⇯ Advanced Price Lists video.
3.5	Preferred Suppliers	Preferred Suppliers. QT⇯ Preferred Suppliers settings video.

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.

Read me: Unique IDs for Trading partners and Documents

Read 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.

You can set the Ref # policy now on every entity from the Setup>Configuration page.

Setting your Ref # policy is optional.

If you need assistance email [e-mail].

Read me: Default on screen and printed templates on Documents.

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 'Template' field. This will show the default Document template in use as configured.

Order	Setting	Config and overview
4.1	Leads	Optional. Lead ⛭ and Leads.
4.2	Customers	Customer ⛭ and Customers QT⇯ This is the 'C' in ASIC. Customers settings video.
4.3	Sales Orders	Sales Order ⛭ and Sales Orders. QT⇯ Sales Order settings video. See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
4.4	Sales Invoices	Sales Invoice ⛭ and Sales Invoices. QT⇯ See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
4.5	Shipments	Shipment ⛭ and Shipments.
4.6	Pick List	Pick List ⛭. See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'.
4.7	RMA	RMA ⛭ and RMAs. See also Document Templates ⛭ and watch the video 'Configure Document and screen/print views'. Using WMS? See RMAs (WMS).
4.8	Shipping Carriers	Shipping Carriers ⛭. Using the WMS? See Easypost. Need LTL? Tell us [e-mail]
4.9	Contacts for Customers	Contacts QT⇯ This includes Shipping and Billing addresses.

5. Warehouse Management System

Order	Setting	Config and overview
5.1	WMS	Optional. WMS Setup.

6. Workers and Roles

Order	Setting	Config and overview
6.1	Workers	Workers and Users Workers settings video.
6.2	Roles	Roles Roles settings video.

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.

Order	Setting	Config and overview
7.1	Email	Email ⛭ and Email. Email settings video.
7.2	Email templates	Email Templates. Email Templates settings video.

8. Shipping

Order	Setting	Config and overview
8.1	Shipstation (no WMS)	Shipstation ⛭ Shipstation settings video - This video shows a previous version of Salesorder. The video will be updated soon.
8.2	Easypost (WMS)	Easypost ⛭ (WMS users only). Easypost settings video.

9. Trade Acceleration Portal (TAP)

Order	Setting	Config and overview
9.1	TAP	TAP.
9.2	TAP Barcode Order Capture	Configure barcode order entry.

10. Digital Card and ACH Payments

We offer the lowest payment fees.

Order	Setting	Config and overview
10.1	Basys Payments (Preferred)	Coming April 2023
10.2	Authorize.net	Authorize.net

11. EDI

We offer the lowest cost EDI Automation to trading partner(s) connectivity.

Order	Setting	Config and overview
11.1	Zenbridge EDI hub	Coming April 2023
11.2	Working with SPS, True Commerce, Commerce Hub etc?	EDI Contact [e-mail]

12. Inventory Forecasting

We offer the daily forecasting of inventory forecasting as well as inventory performance reporting.

Order	Setting	Config and overview
12.1	Inventoro	Contact [e-mail]

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.

Order	Setting	Config and overview
13.1	Microsoft Power BI	Contact [e-mail]

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.

Order	Setting	Config and overview
14.1	Autopilot	Contact [e-mail]

15. 3rd party warehouse (3PL)

We can connect your 3PL to Salesorder

Order	Setting	Config and overview
15.1	3PL	3PL

16. B2C Shopping carts

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

Order	Setting	Config and overview
16.1	Shopify	Shopify: Connect cart
16.2	Woocommerce	Contact [e-mail]
16.3	BigCommerce	BigCommerce (in Salesorder Academy). BigCommerce: connect cart