The preference menu is located down the left hand side of the screen. The options under each section will be displayed to the right, with some sections having multiple tabs at the top of the screen.
The licence and subscription status, a few self explanatory system settings and preview printing options are displayed to the right of the menu. These can be left alone in their default settings. The paper size should reflect the option set in the installation wizard.
The report icon defaults to standard, but you can chose custom, and then click the underscored custom to browse to an image or logo of your choice. Once selected a miniature thumbnail will be shown.
The main options are to the right of this panel. There are five main tabs: Regional, Modules, Backup/Restore, Auto Sequencing and Other. Below them are additional tabs relevant to the main tab selected. By default the Regional main tab is selected, with Currency sub-tab hilighted.
This allows you to select what modules are shown at the top of the main screen, and the order these can be arranged in. For now, leave the default settings which will show all modules apart from locations.
This section allows you to set up the backup storage locations, both locally and remote.
By default the two notifications are turned on and can be left as is.
You can tick as many options for backup locations as you wish. The first is the destination on a hard drive. This can be local to the PC the application has been installed on, or a mapped network drive on another PC / server / NAS drive. By default this location is set to C:\Users\username\MyBackup.
The same process goes for the Dropbox, MS One drive, Google drive, Box and Cloud Me folder locations. Whilst the backup is still stored locally under each of the chosen file locations, the synchronisation with the associated cloud location means the files are copied to these online storage locations as well. If you experience issues with accessing these remote locations please consult with the service provider on access requirements.
To manually backup the database select the Backup Now button.
This section allows you to set up and customize the numbering for sales orders, invoices, purchase orders etc. Typically this could be PUR for purchase orders, INV for invoices etc.
Next Serial – This allows you to set the numbering format. To set or change the number click on the pencil icon next to the numbering box. A pop up will appear; enter the format of numbering with leading zeros for example 000001.
Repeat this for the remaining sections (Invoices, Receipts, Shipping and Purchase Orders)
In this section, the screen layout and application settings can be set. The default options to display all data (unfiltered), check for plugin updates, telemetry and error logs are set active as default.The default window size is set to maximum, which means that the application will launch at the screen resolution of the display monitor.