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(Created page with " Personal Preferences Do you know how to set the personal Preferences for each Employee? From Main Screen select the employee Tab then select the Personal Preferences Button: ...")
 
 
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'''Personal Preferences'''
  
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Personal Preferences
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Do you know how to set the personal Preferences for each Employee?
  
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Do you know how to set the personal Preferences for each Employee?
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*From the '''Main Screen''' select the '''Employee''' module then select the '''Personal Preferences''' Button or from the '''Top Menu''' bar and select '''Utilities''' - '''Preferences''' - Employee tab
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*To access particular areas in '''Preferences''' click on either the top left '''Search '''drop down menu  or use the '''Red Scroll Bar''' to the right of screen to display the following '''Preferences. '''
  
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From Main Screen select the employee Tab then select the Personal Preferences Button: or Top menu bar and
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'''General'''
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select Utilities => preferences => employee tab
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To access particular areas in preferences click on drop down menu at top left under Search or use the red Scroll
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*'''Load POS at Logon''' - Load POS interface automatically at logon for employees who mainly use POS Payroll Access - Display or hide payroll related screens. This does not overide Payroll access levels, it only controls the screens displayed.
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bar to the right of screen.
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*'''Show Print Dialog''' - Display the system Print Dialog whenever printing - Allows selection of alternate printer
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*'''Show Preview''' - Show a preview of documents when printing. This also allows access to modify printouts via Report Options '''Enable Department Warning''' - If enabled, a warning will display whenever an employee tries to create a transaction on a product not associated with the employee's Department.
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*'''Email - Prompt for Attachments''' - When sending emails via the ERP Email/Fax server, ERP will ask if you wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
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*'''Payroll Access''' - Allows access to the Payroll module, when un-ticked the Payroll button will not dislay on the main ERP screen
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*'''Show Video Menu at Startup''' - Will display the Training Video menu covering all ERP Modules at Startup<br>
  
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General
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<br>
  
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Load POS at Logon - Load POS interface automatically at logon for employees who mainly use POS
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'''Default Employee's List Date Range -''' Select the number of days both into the past and into the future that you wish to display by default in reports and lists
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Payroll Access - Display or hide payroll related screens.  This does not overide Payroll access levels, it only
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controls the screens displayed.
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Show Print Dialog - Display the system Print Dialog whenever printing - Allows selection of alternate printer
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Show Preview - Show a preview of documents when printing.  This also allows access to modify printouts
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via Report Options
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Enable Department Warning - If enabled, a warning will display whenever an employee tries to create a
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transaction on a product not associated with the employee's Department
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Use Client Acc No. on Payments - This changes the Customer look up box in Customer Payments to
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Customer Account No by default.  This option allows the employee to process payment by account number  
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instead of Customer name.
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Override Department Auto Smart Orders - If enabled, the employee will be able to create Smart Orders for
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products not associated with the employee's Department
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Email - Prompt for Attachments - When sending emails via the ERP Email/Fax server, ERP will ask if you  
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wish to send an attachment.  This is not required to be selected if using an Email Client such as Outlook
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Show Intro Forms - By default intro forms are shown when you select tabs in the main screen.  These can be
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turned off individually after they have been displayed or they can all be turned on or off here.  RESET will reset all
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intro forms for this employee
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User Default Setting Font, Row Size etc for Lists - Set List Defaults will display a typical list. Select
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Customise and you can set the default Fonts, Grid Lines and row colours for the employee
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User Default Lists Search Selection Colour - Select the preferred background colour for list items that meet
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your search criteria
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Default Employee's List Date Range
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<br>
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Select the number of days both into the past and into the future that you wish to display by default in reports
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and lists
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Active Windows
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'''Active Windows''' <br>
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Off - Don't show minimised or hidden windows
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Auto-popup - A list of active windows will display in a popup window at the bottom of your screen.  Popup is
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always on if there are any active screens
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Click on Status - A list of active windows will display in a popup window at the bottom of your screen.  Popup
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is activated by left clicking the ERP task bar
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Days in Advance for Reminder to Appear
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*'''Off''' - Don't show minimised or hidden windows<br>
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From the list displayed select the items that you wish to be reminded of and the number of days advance warning
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*'''Auto-popup''' - A list of active windows will display in a popup window at the bottom of your screen. Popup is always on if there are any active screens <br>
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that you require for the reminded activity
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*'''Click on Status''' - A list of active windows will display in a popup window at the bottom of your screen. Popup is activated by left clicking the ERP task bar
  
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Don't Show Reminders after days overdue
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<br>
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Hide reminders that have not been completed after a selected number of days.  This is generally not good practice.
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In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.
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Popup Reminders
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*'''Days in Advance for Reminder to Appear''' - From the list displayed select the items that you wish to be reminded of and the number of days advance warning that you require for the reminded activity
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Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display
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*'''Don't Show Reminders''' after days overdue '''Hide''' reminders that have not been completed after a selected number of days. This is generally not good practice. In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.
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in the reminders list, but will not display in the popup window.
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The following items can be selected for the pop up window
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<br>
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To Do's
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Marketing Followup
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Messages
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Roster / Calendar Clock
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*'''Popup Reminders - '''Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display in the reminders list, but will not display in the popup window. '''To Do's - Marketing Follow-ups - Messages'''
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Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.
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<br>
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*'''Display 24 hours''' - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.

Latest revision as of 16:13, 7 July 2011

Personal Preferences

Do you know how to set the personal Preferences for each Employee?

  • From the Main Screen select the Employee module then select the Personal Preferences Button or from the Top Menu bar and select Utilities - Preferences - Employee tab
  • To access particular areas in Preferences click on either the top left Search drop down menu  or use the Red Scroll Bar to the right of screen to display the following Preferences.

General

  • Load POS at Logon - Load POS interface automatically at logon for employees who mainly use POS Payroll Access - Display or hide payroll related screens. This does not overide Payroll access levels, it only controls the screens displayed.
  • Show Print Dialog - Display the system Print Dialog whenever printing - Allows selection of alternate printer
  • Show Preview - Show a preview of documents when printing. This also allows access to modify printouts via Report Options Enable Department Warning - If enabled, a warning will display whenever an employee tries to create a transaction on a product not associated with the employee's Department.
  • Email - Prompt for Attachments - When sending emails via the ERP Email/Fax server, ERP will ask if you wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
  • Payroll Access - Allows access to the Payroll module, when un-ticked the Payroll button will not dislay on the main ERP screen
  • Show Video Menu at Startup - Will display the Training Video menu covering all ERP Modules at Startup


Default Employee's List Date Range - Select the number of days both into the past and into the future that you wish to display by default in reports and lists


Active Windows

  • Off - Don't show minimised or hidden windows
  • Auto-popup - A list of active windows will display in a popup window at the bottom of your screen. Popup is always on if there are any active screens
  • Click on Status - A list of active windows will display in a popup window at the bottom of your screen. Popup is activated by left clicking the ERP task bar


  • Days in Advance for Reminder to Appear - From the list displayed select the items that you wish to be reminded of and the number of days advance warning that you require for the reminded activity
  • Don't Show Reminders after days overdue Hide reminders that have not been completed after a selected number of days. This is generally not good practice. In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.


  • Popup Reminders - Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display in the reminders list, but will not display in the popup window. To Do's - Marketing Follow-ups - Messages


  • Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.
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