Basic company information including address and company name as it appears on SPS are here.
Business Process Options:
Names for different components of the system are set up here. For example, you can change the term "quote" in your system to "estimate" by changing it here.
The currency and exchange rate used in your business are listed here.
Those who order material from other countries can add them here and set an average lead time for inventory receipt.
Employee departments are added and listed here. These can be assigned to users when they are created.
Policies on Print Forms:
Set up your headers, footers, and terms/conditions for all print form here (i.e. SOs, Quotes, Invoices, etc.).
Default Email Content:
The default subject and body of emails accompanying survey emails is created here.
Transaction Starting Numbers:
The numbers designated here will be the starting point for the system-generated reference number of each transaction. Each
Party Starting Codes:
Customers are assigned system-generated codes for reference which you can choose the starting point
CRM Event Types:
When creating CRM events, you have the option to choose a type in a dropdown. This list populates that dropdown with options.
Nature of Problems:
To classify bins by types, add the desired types here (i.e. "Slab Bin", "Tile Bin", "Office", etc.).
Companies with multiple locations using one system may want to add zones for groups of locations (i.e. north, south, west)