18. Employee PreferencesEnglishالعربيةfrançaisTagalogहिन्दी

Overview

Employee Preferences

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

• Select Employee Module.
• Select Personal Preferences button to open employee preferences.
• Or select Utilities Modules.
• Select Preferences button.
• Select Employee.
• To access particular areas in Preferences click on either the top left Search or the drop menu on the right; or use the Red Scroll Bar to the right of screen to display the following Preferences.

General

• Load POS at Logon - With this preferences on the POS screen will load automatically POS. Employee who mostly use POS screen this option should be turned on for them.
• Show Print Dialog - Display the system Print Dialog whenever printing is done- Allows selection of alternate printer.
• Show Preview - Show a preview of documents before printing.
• 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 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 - Display or hide Payroll related screens. Selecting it will show the Payroll module on the Main Screen. Also, when you open any employee card you will see more option in the employee card on the left, mostly related to Payroll.
• Show Video Menu at Startup - Will display the Training Video menu on the bottom right. Selecting any module will show the related modules video in the Video Menu.
• User Default Lists Search Selection Colour - With this option you can change the search colour. This is the colour which appears and highlights when you search anything in nay list.

Default Employee's List Date Range

Enter the # Day Past and # Days Forward , this is the date range that you wish to display by default in any list or report.

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. This will appear in your reminders.
• Don't Show Reminders after days overdue - This 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.
• Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock.