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USER OPTIONS
User Options opens a screen to allow users to change the look and feel of the program. There are server tabs with information.
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User Tab
Interface
The list box height can be adjusted. List boxes are drop down boxes for selection of a specific item. A value of 12 is a good fit for most drop downs.
Wallpaper will show as a background for the program. It defaults to a Naviteer Logo image.
The table setup and maintenance panel can open when the program starts. This is defaulted to closed.
CRM Tab
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The CRM calendar can be sorted in two ways.
Accounting
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Accounting > G/L
Checking this box will automatically post manufacture items to work in progress (WIP).
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Select a folder to file bank check images.
Accounting > A/R
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For accounts receivable selection of accounts can be limited to company or company and principal. Checking this box adds principal selection.
Accounting > Tungsten
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Tungsten is a specialized EDI system that can be turned on in Naviteer Distributor edition. You can select folder areas for CSV and Archive.
A specific supplier company and contact can be defined along with technical, administrative and accounting.
FTP information needs has to be setup to communicate with Tungsten.
Accounting > A/P
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A default Principal can be defined for product posting. This is helpful when adding a large group of new products.
Reminders to create invoices can be turned off with this check box.
Accounting > Orders
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These check boxes make it easy to define specific items on an order.
Require lot locations on orders is necessary to have a tidy inventory system.
Purchase
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Turning off and on receiving from the PO list is toggled here.
Use of a lot receiving tab will require lot information to be entered with product lot entry.
The signature line on the PO can be eliminated or text for the signature entered here.
Warehouse/Inventory
Shipping
Turn on and off printing of trailer inspection information on the picking ticket.
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Inventory
Check the duplicate lot button to pop up a warning on entry of a duplicate lot.
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Cycle Count Rank
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Cycle counts can be tiered in rank from A-D. A being the most important. A percent from each rank area can be assigned for lot counting.
Cycle count rank can be added to the product record.
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Inventory Check Boxes
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Allow lots check box allows lots to be added via products as well as through PO. This is for companies that do not have to keep strict control of inventory purchases.
Use Simple lot update - only the minimum lot information has to be added.
Minimal Packaging allows for the basic packaging. All fields are not required for packaging.
Turn on Inventory by lot allows the use of inventory by lot in the Inventory menu.
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Create initial lot location will accept a lot into the system with a general location. This is initially setup in the warehouse record. See below warehouse record and entry for default location.
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SQL Reports
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The main browsers to run the SQL reports can be selected from this area. The Chrome Browser is built in and provides the best experience. Some of the other browsers will require a certificate to run properly.
Misc.
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Document management folders can be populated from the document management screen or automatically. This defaults to off.
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