System Settings
By Heather1 author25 articles
- AccountsSet up and import your chart of accounts for seamless a seamless integration with Access Financials.
- WarehousesLearn how to set up, configure, and manage each warehouse, organise your inventory by location and streamline your business operations.
- Units of MeasureSet up accurate inventory units that grow with your business.
- TaxesA comprehensive guide to setting up, managing, and troubleshooting tax rates for both standalone and accounting-integrated environments.
- Supplier Return ReasonsTrack, analyze, and improve your purchasing decisions through detailed return reasons.
- Shipping Companieset up, manage, and optimize your shipping partners for better shipment tracking and control.
- Sell Price TiersAutomate customer-specific pricing with tiered sell prices - set it once, price it right every time.
- Sales Order StatusesCreate custom statuses to track sales orders your way.
- Sales PersonsSet up your sales team, track their performance, and manage commissions effortlessly.
- Sales GroupsOrganize your sales data into Sales Groups for deeper insights and smarter business decisions.
- Purchase Order StatusesUse custom PO statuses to add clarity and traceability to the POs you're due to receive.
- Product Groups and Sub-groupsOrganize your inventory with Product Groups and Sub-groups for better reporting and business insights.
- Product BrandsOrganize your products with Product Brands for enhanced categorization and detailed reporting.
- Production PersonsSet up Production Persons and transform how you manage assembly work
- Prefixes and transaction numbersSet up transaction prefixes and next numbers to maintain organized, auditable records that align with your business processes.
- Payment TermsWhat Payment Terms are and how to make, manage and use them.
- Delivery MethodsStreamline your order fulfillment with custom Delivery Methods.
- Customer TypesOrganize your customers to unlock sales insights using Customer Types.
- Currency RatesSet up and manage currency rates for accurate multi-currency transactions.
- Credit ReasonsTrack, categorize, and manage your credit transactions with precision.
- Automated NotificationsAutomate email updates to your customers and suppliers when key transactions reach specific statuses, reducing the need for manual follow-ups.
- Attribute SetsAdd custom product details that enhance your inventory records and automatically appear on customer documents.
- Adjustment ReasonsStreamline your stock adjustments with custom reasons for better reporting and audit trails.
- Assembly StatusesCreate, manage, and leverage custom assembly statuses to streamline your production workflow with visual tracking and kanban organization.
- Unleashed Mobile Sales App (Retired)A guide on Unleashed's retired Mobile Sales App, documenting the previously supported features' functions and subsequent alternatives.