Settings

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Sales | Purchasing | Stock | Operations | Accounting | Reports | Setup | Settings


IMPORTANT: It is best practice to perform a hard refresh (Ctrl + Shift + R) once a setting has been changed and saved, to ensure that the change takes effect throughout all aspects of LOCATE.


General

The settings module allows you to modify and configure the application's settings, access control lists, groups, custom fields, and more.

Accounting

  • Costing Method - This determines how to calculate your inventory costing.
    • You may select FIFO, Average, Standard, or LIFO. For more information on these costing methods, continue here.
  • Tax Exempt - Select whether or not your company is considered tax exempt.
  • Default Currency - Select the default currency in which you operate.
    • Note: At this time LOCATE only supports USD currency.
  • Max Rounding Error Correction - Here you may input the maximum dollar figure for a rounding correction. Typically, rounding corrections are only a few pennies, however with many discounts and pricing rules, coupled with a high volume of transactions, there may be up to $0.20 or so of rounding correction required to accommodate the format requirements of your accounting software.
  • Accounting Cutoff Time - The time that signifies the end of a day for your accounting transactions. This is most often at 11:59 PM.
  • Cutoff Time Zone - Select the appropriate time zone for the cutoff time.

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Advanced

  • Show Import/Service Mapping Custom Fields - You may choose to show or hide the custom fields related to import or service mapping.
  • Advanced Barcode Feature - Enabling this setting makes fields available in LOCATE to input "Alternate Barcode Names". This allows you to input old or original barcodes and translate them to the correct barcode records in LOCATE, without having to re-code your warehouse.
  • Auto-Flush ACLs - When this setting is enabled, any changes made to default module ACLs will retroactively apply to all existing orders.

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Bill of Materials

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Bill of Materials Module. Continue here for more information about managing custom fields in LOCATE.

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Carriers

Custom Fields

Manage all custom fields for the Carriers Module. Continue here for more information about creating custom fields.

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Company

  • Company Details - The Session Timeout in Minutes setting has no enforced maximum.
  • Expose U.S. Customs Fields on Parts - You may choose whether or not to display fields relating to U.S. Customs data on the Details tab of the Parts Module. These fields include, Duty Percentage, HTS Code, Country of Origin, and Port of Origin.
  • Expose Hazardous Material Fields on Parts - You may choose whether or not to display the Hazardous Part field on the Details tab of the Parts Module, which is used to flag parts as hazardous.
  • Require Address Validation for SO Issue and Quote Win? - Enable this setting if you would like LOCATE to require users to validate addresses before a sales order may be issued or a quote may be won. This setting will only function with an active tax calculation service.

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Customers

  • Customer Number Format - Determines the format in which the customer numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Inherit Parent Customer Part Pricing - When enabled, if a child customer does not have part pricing specified, LOCATE will apply the part pricing specified for the parent customer. If neither exists, standard pricing procedures apply.
  • Last Auto-Generated Customer Number - This displays the last customer number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Groups

Create and manage customer groups on this sub-tab. Continue here for more information about groups.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Customers Module. Continue here for more information about managing custom fields in LOCATE.

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Cycle Count

  • Cycle Count Number Format - Determines the format in which cycle count numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Cycle Count Number - This displays the last cycle count number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Discounts

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Email

These email settings refer to the company-wide email address you wish to have users send emails from. If a user does not have email credentials set up on their user account or the credentials are invalid, the system will send the email from this company-wide address. To set up a user-specific email account and ensure emails are sent from user-level credentials, see the Users page. Note: You can often find each of the provider-specific SMTP settings by performing an online search, as they are standard for the provider. For example: "Hotmail SMTP settings".

  • SMTP Server Address - This is the server address of your email provider.
  • SMTP Port - This is the port specific to your email provider.
  • SMTP Encryption - The encryption is also specific to your email provider.
  • PDF Outbound Emails to Service - You may choose a place to store copies of emails sent out of LOCATE. This requires an active file storage service in LOCATE. For information on how to setup a service, continue here.

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Fees

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Imports

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Invoices

  • Invoice Number Format - Determines the format in which invoice numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Invoice Number - This displays the last invoice number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Invoice Grouping Method - This setting determines what items are included on a single invoice. Managing this setting determines which grouping method is automatically applied to individual sales orders as they are created. This setting may be changed manually on a per-order basis from the sales order detail view.
    • By Customer (Monthly) - This method will combine all items for a particular customer from the month onto a single invoice.
    • By Order - All items for a particular order will appear on a single invoice.
    • By Pack - All items for a specific pack will appear on a single invoice. If you have multiple packs per order, then there will be multiple invoices.
    • By Ship - All items for a specific shipment will appear on a single invoice. If you have multiple shipments per order, then there will be multiple invoices.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Invoices Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

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Locations

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Packing

  • Pack Number Format - Determines the format in which pack numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Start Pack in Carton - When enabled, this setting will automatically place all items into a default carton
  • Last Auto-Generated Pack Number - This displays the last pack number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Packing Module. Continue here for more information about managing custom fields in LOCATE.

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Parts

  • Part Number Format - Determines the format in which part numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Part Number - This displays the last part number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Strict UPC-A Validation - This setting is used ensure that a value entered in the UPC field of a part is a proper UPC-A code.
    • Allows character count of 11-12.
    • If 12 digits are provided it will verify if the 12th digit is correct and if not reject it as an invalid UPC-A value, otherwise it will append the 12th digit to the 11 digits provided and store that as the official value.
  • Collection Part Suffix - Determines the format in which the suffix of collection part numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Collection Part Suffix - This displays the last collection part number suffix which was automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Configurable Part Suffix - Determines the format in which the suffix of configurable part numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Configurable Part Suffix - This displays the last configurable part number suffix which was automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Modify Alias Part Drop Ship Options - When enabled, users may change the drop ship options of alias parts, regardless of the drop ship options provided to the parent (or original) part.

Groups

Create and manage part groups on this sub-tab. Continue here for more information about groups.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Parts Module. Continue here for more information about managing custom fields in LOCATE.

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Part Tree

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Payment (Sales Orders)

  • Auto-Credit Customer Payment Balance Upon Order - This setting turns the Overpayment feature on (Yes) or off (No). For more information about Overpayments in LOCATE, continue here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Payment Methods

Custom Fields

Manage all custom fields for payment methods. Continue here for more information about managing custom fields in LOCATE.

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Picking

  • Pick Number Format - Determines the format in which pick numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Auto-Create Pick By Order - Creates corresponding pick to an issued order.
  • Auto-Deconstruct when Possible - When enabled, the bundle will automatically deconstruct if the bundle has no tracking and only one viable location.
  • Restrict Viewing of Picks to Assigned Users - Here you may establish that users can only see the picks that have been assigned to them.
  • Last Auto-Generated Pick Number - This displays the last pick number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Default Pick Plan Method - Select the pick plan that your company practices:
    • FEFO/FIFO - Standing for "First Expired First Out", or "First In First Out", this method requires that the users pick items that have been on the shelf longest, regardless of their location.
    • Fewest Locations - Pick items in a method that requires going to the fewest locations in the warehouse.
  • Use Simulated Pick Qty - This setting will control whether or not the Priority Fulfillment status bar will be displayed when creating a new pick by order. For more information on creating a pick by order, continue here here. For more information on priority fulfillment, continue here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Picking Module. Continue here for more information about managing custom fields in LOCATE.

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Pickup

  • Pickup Number Format - Determines the format in which pickup numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Pickup Number - This displays the last pickup number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

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Purchase Orders

  • Purchase Order Number Format - Determines the format in which purchase order numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Sync Vendor Part Number based on PO line? - This setting allows the vendor part number entered on the bid request to be added to the associated vendor. Verify this by navigating to the vendor profile. Click Manage and select Parts.
  • Last Auto-Generated PO Number - This displays the last purchase order number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Auto-Receive Drop Ship Orders? - When enabled, drop ship orders will be automatically confirmed and received upon issuance of the purchase order.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Purchase Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

Work Flow

The work flow sub-tab is designed to expose the default workflow of items based on certain attributes (i.e. the parts are will call so they should skip the shipping step). This is use for reference by the LOCATE support team.

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Quotes

  • Quote Number Format - Determines the format in which quote numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Require Expiration Date on Quote Reservations - Requires users to apply an expiration date to reserved inventory for quotes.
  • Last Auto-Generated Quote Number - This displays the last quote number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Auto-Issue Sales Order On Quote Win - Controls whether or not a sales order which results from winning a quote should be automatically issued.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Quotes Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

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Receiving

  • Receipt Number Format - Determines the format in which receipt numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Receipt Number - This displays the last receipt number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Receiving Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

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Reconcile

  • Reconcile Number Format - Determines the format in which reconcile numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Reconcile Number - This displays the last reconcile record number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Reconcile Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

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Reports

  • Report Date Format - Determines the format in which dates appear on reports. For more information on formats in LOCATE, continue here.
  • Report Price Format - Determines the format in which prices appear on reports. For more information on formats in LOCATE, continue here.
  • Report Session Timeout - This setting determines how long a report should be open and available in another browser window or tab before it times out and requires it to be re-ran.
  • Report Qty Format - Determines the format in which quantities appear on reports. For more information on formats in LOCATE, continue here.
  • Report Cost Format - Determines the format in which costs appear on reports. For more information on formats in LOCATE, continue here.
  • Report Run Cutoff - Once this time is exceeded, the report will begin to run in the background. Continue here for more information about running reports in the background.
  • Sales Order Report Footer - The text entered here will appear in the footer section of all sales order reports.
  • RTV Report Footer - The text entered here will appear in the footer section of all vendor return order reports.
  • Purchase Order Report Footer - The text entered here will appear in the footer section of all purchase order reports.
  • RMA Report Footer - The text entered here will appear in the footer section of all customer return order reports.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Report Profiles

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Return Orders

  • Return Order Number Format - Determines the format in which return order numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated RO Number - This displays the last return order number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Return Reasons

Manage the list of return reasons that a user may select from when creating a return order.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Sales Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

Work Flow

The work flow sub-tab is designed to expose the default workflow of items based on certain attributes (i.e. the parts are will call so they should skip the shipping step). This is use for reference by the LOCATE support team.

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Rules

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Sales Orders

  • Sales Order Number Format - Determines the format in which sales order numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Require Expiration Date on SO Reservations? - If enabled, reservations made on items will require an expiration date to release the allocated inventory.
  • Last Auto-Generated SO Number - This displays the last sales order number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Require Permission to Issue Unfulfillable Sales Order? - This setting is used in conjunction with the "Issue Unfulfillable Sales Order" permission to determine whether or not users may issue orders which are only partially fulfillable.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Sales Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

Work Flow

The work flow sub-tab is designed to expose the default workflow of items based on certain attributes (i.e. the parts are will call so they should skip the shipping step). This is use for reference by the LOCATE support team.

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Salespeople

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Salespeople Module. Continue Custom_Fields here for more information about managing custom fields in LOCATE.

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Services

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Shipping

  • Ship Number Format - Determines the format in which shipment numbers are automatically generated. See the Formats page for assistance with configuring auto-generated numbers.
  • Default FOB Format - Determines the default FOB standard which outlines the responsibility the seller and buyer have for the goods based on their location:
    • Incoterms - A standard used explicitly for the transfer of goods over seas.
    • North America - A shipping standard for general transport of goods.
  • Pass Through Shipping Cost By Default - When set to Yes, this setting will automatically flags the "Pass Thru Shipping" field on the Details tab of the Sales Orders Module as Yes.
  • Last Auto-Generated Ship Number - This displays the last ship number automatically generated by the system. If you need to skip numbers, you may change the setting here.
  • Default Shipping Part - Here you may select the default part to be used for shipping. This setting must be turned on to use the Pass Through Shipping function in LOCATE.
  • BOL Number Format - Determines the format in which bill of lading numbers are automatically generated. See the Formats page for assistance with configuring auto-generated numbers.
  • Last Auto-Generated BOL Number - This displays the last bill of lading number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Sites

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Sites Module. Continue Custom_Fields here for more information about managing custom fields in LOCATE.

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Transfer Orders

  • Transfer Order Number Format - Determines the format in which transfer order numbers are automatically generated. See the Formats page for assistance with configuring auto-generated numbers.
  • Last Auto-Generated TO Number - This displays the last transfer order number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Transfer Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

Work Flow

The work flow sub-tab is designed to expose the default workflow of items based on certain attributes (i.e. the parts are will call so they should skip the shipping step). This is use for reference by the LOCATE support team.

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Use Orders

  • Use Order Number Format - Determines the format in which use order numbers are automatically generated. See the Formats page for assistance with configuring auto-generated numbers.
  • Last Auto-Generated Use Order Number - This displays the last use order number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Use Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

Work Flow

The work flow sub-tab is designed to expose the default workflow of items based on certain attributes (i.e. the parts are will call so they should skip the shipping step) . This is use for reference by the LOCATE support team.

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Users

Groups

Create and manage user groups on this sub-tab. Continue here for more information about groups.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Customers Module. Continue Custom_Fields here for more information about managing custom fields in LOCATE.

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Vendors

  • Vendor Number Format - Determines the format in which vendor numbers are automatically generated. See the Formats page for assistance configuring auto-generated numbers.
  • Last Auto-Generated Vendor Number - This displays the last use order number automatically generated by the system. If you need to skip numbers, you may change the setting here.

Groups

Create and manage vendor groups on this sub-tab. Continue here for more information about groups.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Vendors Module. Continue Custom_Fields here for more information about managing custom fields in LOCATE.

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Webhooks

Webhooks are points of linkage between LOCATE and another web-based system. By setting up a webhook, you may configure LOCATE to make a web request to the URL of your choosing, based on the event selected, such as issuing a sales order. This allows other systems to receive queues from LOCATE in a user-friendly manner.

Setup

Here you may create and manage existing webhooks.

  1. Fields:
  2. Click Add New Webhook.

The webhook will be listed in the list below and may be sorted and filtered by Event, URL, Created Date or Last Modified date. The webhooks may be edited or deleted using the drop-down menu on the right hand side.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

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Work Orders

  • Auto-Commit Build to Order Outputs - When enabled, this setting will automatically commit output goods upon completion of a build-to-order work order. If the setting is disabled, you will be prompted to select the location where finished part(s) should be placed when building to order.
  • Auto-Issue Build to Order WOs Linked with SOs - When enabled, any work order associated to a sales order will be automatically issued upon issuance of the sales order.

Access

Manage Access Control List (ACL) settings for individual users or groups. Continue here for more information about ACLs.

Custom Fields

Manage all custom fields for the Work Orders Module. Use the Custom Fields sub-tab drop-down menu to toggle between order or record-level custom fields and line item custom fields. Continue here for more information about managing custom fields in LOCATE.

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