User General Settings

Overview

User Settings are stored in the database and move with users as they go from workstation to workstation. However, if a user changes these settings at a workstation, these changes will not be applied to a different user at the same workstation. This article will cover what each setting means within Savance Enterprise.

General User Settings

To view, your general settings from the top menu go Settings > General Settings

Auto-Confirm Order Conversion – If checked, after converting a Quote/RFQ the confirmation screen will not be displayed unless there was an error. It is the Import Status screen that lets you know that the order was converted successfully.

Auto-Confirm Confirmation – If checked, Savance Enterprise will not prompt you before converting a Quote/RFQ if there are no warnings. It is a screen that asks if you want to convert this to an order.

Auto Find Closest Part Number Match – If there is only one item matching the Part Number entered on the Line Item Spreadsheet, that item is automatically selected.

Auto Select Exact Part Number Match – If the Part Number entered on the Line Item Spreadsheet is an exact match to an item in the database, that item is automatically selected.

Ignore Special Characters /,\-,0,O (new in v10) - When typing in a part number, if has any of these special characters, the search will ignore it and it is unnecessary to type them in as part of the search.

Automatically Save – If checked, a new Quote or RFQ will automatically save without prompting. A Quote/RFQ cannot be converted without saving first.

Confirm Exit – If checked, Savance Enterprise will prompt you before the program closes.

Hide Manufacturer Column – If checked, the Manufacturer/Model column on the Line Item Spreadsheet will not be displayed.

Hide Reminders – If checked, the Reminders / In Box will not be shown on the right side of your screen.

Lookup Pricing History – If checked, after adding an item to the Line Item Spreadsheet the Pricing History of that item is displayed in a pop-up frame.

Pop up Complementary List – If checked, after adding an item to the Line Item Spreadsheet a Complementary List for that item is displayed in a pop-up frame. These are the part numbers that are marked as "Complements" for this item from the Product Info tab of the Item Manager.

Prompt for non-existing Contact - In the scenario that on an account you are adding a new contact, the system will prompt if you would like to add this person as a new contact for that account.

Prompt for non-existing Job - If you were to enter a Job name that is not recognized in a quote/order it will prompt if you would like to add that new Job/Job Name their Job list under Manage Accounts

Prompt for Vendor Delivery Methods - A prompt will appear when you convert a PO if you would like to override and or add a specific delivery method of sending the PO, i.e. email the PO, or print.

Select and Highlight Results Pane after Search – If checked, after doing an Inventory or Order Search, the Results pane will be automatically selected and highlighted. This allows the user to easily use the up/down arrows on the keyboard to sift through the list of results, and then the Enter key can be pressed to select an item.

Customer Part Number at End of Description – If a part number on the spreadsheet has a customer part number, this will add it to the end of the description.

Display Delivery Date as Days / Weeks – If checked, the Delivery Date will display as the number of days or weeks instead of the exact date.

Show Refresh Options - The refresh prompt will give you a list of items you can refresh or choose not to refresh when you select the “refresh” icon within a quote, order, RFQ, PO, RMA, or RTV.

Auto Expand Description – Automatically expands the description column. This helps to keep each line in the Order Entry screen to be the same size (instead of growing in size due to a long description).

Add Comment to the Last Line – This will add your customer comment as the last line item on your order.

Refresh old quotes – Check this if a quote should be refreshed with the latest pricing after the number of days that you specify. For example, if you want all orders older than 30 days to automatically refresh when you open it (to update changes in cost, pricing, etc), check this box and specify "30" for the number of days.

• Show quote refreshment confirmation – If checked the Refresh Options window will be displayed during the automatic refresh

Auto Hide Columns in Receiving Screen - If selected it will condense the receiving columns down to just show basic information about what is received vs. a detailed look that includes backorders, broken, locations etc.

Select All Warehouses when Receiving Money - If selected by default when you go to the receive money screen to accept money “ALL WHSES” will default, instead of making you choose a location if you have multiple.

General Settings Defaults

The next tab within the user settings ‘Defaults’

Defaults

Enter Key Function: This setting when configured will set how your Enter Key functions on order entry.

Account Entry Order: This setting when configured will default on the search field when doing an account lookup.

New Button Function: This setting when configured will automatically open up the type when selecting the ‘New’ icon.

Inventory Search: This setting when configured will default how the search will look for the information entered in the inventory lookup.

Default Category: When creating a new account you can default the category in which they belong to.

Search Character: When doing a blanket search in any of our lookup screens you can define a special quick character to trigger the blanket search.

Default User CC Device: (new in v10) Select the Windriver Credit Card device to default for user

Default Station CC Device: (new in v10) Select the Windriver Credit Card stationto default for user

Email Client Setting: Select the email provider your company uses and what you will use to send emails from Savance.

Receive Money Payment Method: If you prefer you can set a default payment that will auto-populate when you open the receive money screen.

RFQ Generation Options: When you create an RFQ from an order, you can configure if you want a prompt before creation and or automatically create an RFQ for all information available.

Default Object Browser: When this setting is configured anytime you search for open orders, PO’s or invoices the date range specified will appear.

General Settings Startup

If you use the same computer daily it may be easier for the application to automatically log you in each time you start it. In the Startup up tab you can select this option.

General Settings Point of Sale

The next tab within settings is the Point of Sale tab.

This tab is especially important for counter users as you can configure how the application will work for specific scenarios to make point of sale transactions easier.

First if this computer will handle Point of Sales transactions you will need to make sure to check the Point of Sales System check box.

• Register - the corresponding register for this computer. NOTE: These registers must be configured within the Administrator Settings.

• Account - default to a specific account each time you select a New Order/Quote

• Ship Via - default ship-via each time you select a New Order/Quote.

• Default RMA Method - default return method when creating an RMA.

• **Don’t Specify Owner On a New Orde**r - override a user to select their name when creating a new order/quote. Leaving uncheck will require a user to select their name as the order writer for each new order created.

• Moving Bin - select what default Moving Bin will be used when creating an RMA

• Suspect on Hand Bin - select what default Suspect on Hand Bin will be used when creating an RMA.

• Default Returned Item Status - select default status for returned merchandise when creating an RMA.

• The following check boxes will determine if a Pick Ticket will print based on the Account Type:

  • Don’t print PT for Credit Account Sales

  • Don’t print PT for Cash Account Sales

• Prompt for credit sale deposits - check if counter sales to be prompted with a deposit screen for any Credit Account Sales.

• Don’t Print Pick Ticket if Materials Pull Sheet Printed (new in v10) does not print a PT if already printed the Materials Pull Sheet for the Counter Release Management program.

• Print Materials Pull Sheet before Counter Release Management screen Appears (new in v10)

is to print the pull sheet automatically when click Convert.

Printing

• Station Default Printers

Set the Printing of these Document Types to the User’s Preferred Printer rather than the Default Printer

• PT

• Invoice

• Receipt RMA Receipt

• AR Receipt

• Instant Printing

When using the Print Button on Menu for Quote/Order/RFQ/PO/RMA and RTV

• Use Printers Connected to the PC

• Use Server Printer

Technical Configuration Tabs

The following tabs within the General Settings will need to be configured by your Savance Implementation Specialist or Technician. The following section will cover at a high-level what each tab is used for.

• Server - This tab will contain the Savance Server Settings, and database name and creditendals.

• Comms - When using either a barcode scanner or credit card reader the Communication settings will need to be configured for each computer that will be using either of these devices.

• Barcode - When a Barcode Reader is configured and plugged into the terminal this tab will allow you to test reading and use Barcode Data to load orders, returns, etc within the application.

Updates for Version 10

General User Settings

Ignore Special Characters /,\-,0,O,

General Settings Defaults

Default User CC Device

Default Station CC Devic

General Settings Point of Sale

Don’t Print Pick Ticket if Materials Pull Sheet Printed

Print Materials Pull Sheet Before Counter Release Management Screen Appears