Settings

General Settings 

Navigation: Main Menu > Setup > Settings & Defaults > General Settings (tab)

• General Settings allow BOS Professional to be customised.

• The settings are grouped.

• Two of the groups, Currencies and Accounting, also appear under the Accounting setup (Main Menu > Setup > Accounting > Settings (tab)). Internally there is only one set of settings that appear both places.

Accounting

Included Settings:

• Whether modules are posted to the ledger

• VAT settings

• Default Commissions

• Default Markups

• Financial year and close offs

• Post-dated cheque settings

Detailed Information: Ledger List Views

Recent Changes: 

• Accounting > Default - Set Customer Credit Note Accounts: The options are:

  • Use Account from Entry Type setup (Default)

  • Use Account from linked Invoice

• Accounting > Default - Set Supplier Debit Note Accounts: The options are:

  • Use Account from Entry Type setup (Default)

  • Use Account from linked Invoice

Currencies

Included Settings:

• If multiple currencies are used

• Setup for the local currency

Detailed Information: Currencies

Customer Credit Notes

Included Settings: Whether Inventory is auto received

Detailed Information: Customer Credit Notes

Customer Invoices

Included Settings: Sets the entry type for receiving payments

Detailed Information: Customer Invoices

Delivery Notes

Included Settings: 

• Digital deliveries

• Delivery notes batching 

Detailed Information: Delivery Notes

Recent Changes: 

• Delete Audits older than (Enter number of months) (Default = 12):
  Allows users to delete the audit information to prevent the database from becoming too large.

General

Included Settings:

• Custom captions for note fields

• Default sales representative

• Default font size

• Audit settings

• Enable editing for Total fields

• Website link to help documentation

Detailed Information: Audits

Recent Changes: 

• Delete Audits older than (Enter number of months) (Default = 12):
  Allows users to delete the audit information to prevent the database from becoming too large.

JDF Switch 

Included Settings:

• Folder and FTP settings

• Custom captions

Detailed Information: JDF Switch

Leave Manager 

Included Settings:

• Holidays

• Leave rules

• Leave types

• Weekend days

Materials & Inventory 

Included Settings:

• Settings to manage material movements

• Automatic costing settings

• Flexo Dies category

Detailed Information: Materials

Output (Print, PDF, Email) 

Included Settings: Email templates and stationery

Detailed Information: Output

Payment Gateways 

Included Settings: SnapScan - Merchant SnapCode

Planning Board 

Included Settings:

• Combine services

• Enable timekeeping

• Hide new tasks 

• Update Planning Board (Menu Caption & SQL)

Detailed Information: Production Planning Settings

Point of Sale (PoS) 

Included Settings:

• User-defined captions

• Login settings

• Default customer

• Ledger entries

• Lookup lists

• Service category

• Templates

Purchase Orders 

Included Settings:

• Copy conditions

• Due date setting

• Updating prices

Detailed Information: Purchase Orders

Quotations 

Included Settings:

• Custom captions

• Templates

• Description formats

• Price rounding

• Printing defaults

• Lookup lists

• Estimate controls

• Workspace module

Detailed Information: Quotations

Reports 

Included Settings: Show company name in header

Sales Orders 

Included Settings:

• Auto conversion to Fixed Unit Price

• Lead days to due and required dates

• Editing the date

• Setting the outstanding quantity

Detailed Information: Sales Orders

Service Manager 

Included Settings:

• Category for sales reporting

• Sales messages

System 

Included Settings:

• Character set

• Online library server address

• Version

Detailed Information: 

• BOS Professional Versions

• Online Library

Time and Attendance 

Included Settings: Disable camera

Detailed Information: Time & Attendance Tutorials

Tracker 

Included Settings: Auto logout

Detailed Information: Tracker

Work Orders 

Included Settings:

• Copy due date from Sales Order

• Default reference

• Default font size for specification

Detailed Information: Work Orders

Recent Changes: 

• Work Orders > Default - Set Work Order Reference: The options are:

  • SO Item Description (Default)

  • SO Reference

  • SO Reference + Item Description

Workspace 

Included Settings: Select modules

General Settings: Detailed Explanations

• General > Enable editing of the Total fields in Transactions (Default = No):

  • This setting allows users to edit the Total and Unit Total fields on the following transactions: Quotations, Sales Orders, Customer Invoices, Customer Credit Notes, Purchase Orders, Supplier Invoices and Supplier Debit Notes.

  • When editing the Total fields on transactions, the Adjustment fields are updated with the difference in the Selling Price and Total fields.

  • Rounding errors may hinder setting the Total to an exact amount, especially with large quantities.

• General > Default font size for Rich text: Allows users to enter a font size (e.g. 8, 10) which is displayed in rich text fields (e.g. Specifications on an item). The font size is reflected on certain output templates.

• Work Orders > Default font size for Specification: Allows users to enter a font size (e.g. 8, 10) which is displayed on Work Order Specifications. The font size is reflected on certain Work Ticket templates.

User Settings

User settings have two functions. First, they control what users can access, and second, they customise the software for a specific user.

Navigation: Main Menu > Office < My Organisation > Staff (tab) > Double-click a name > Settings (tab)

Accounting

Included Settings:

• Access to accounting modules

• Level of access (e.g. User or Supervisor)

• Ability to override Trial Balance errors

Detailed Information: 

• Customer Credit Notes

• Customer Invoices

• Ledger List Views

Calendar

Included Settings:

• Private or public calendar

• Editing access of company calendar

Campaigns

Included Settings:

• Access allowed

• Deleting allowed

Detailed Information: Campaigns & Contracts

Copy Rules

Included Settings:

• • Access to copy various transactions

Detailed Information: Copy Rules

Default Templates

Included Settings:

• • Selection of default templates for the user.

Detailed Information: Output

Default Transactions View

Included Settings:

• • Sets default filters for various transactions

Delivery Notes

Included Settings:

• Access allowed

• Deleting allowed

• Creation (new) allowed 

Detailed Information: Delivery Notes

Email

Included Settings:

• Stationery setup

• SMTP settings

• Email access

General

Included Settings:

• Access to various modules:

  • Asset Register

  • Attachments Module

  • Batch Updates

  • Branch Transactions

  • Form Designer

  • Non-Conformance Reports

  • Timekeeping

• Access to various features:

  • Disable editing of rep

  • Export grids and email excel

  • Local drives

  • Save Grid (All Users)

Human Resources

Included Settings:

• • Access allowed

Detailed Information: Time & Attendance Tutorials

Job Summary

Included Settings:

• Access allowed

• Opening the summary in the main panel

Materials & Inventory

Included Settings:

• Inventory access allowed

• Material movement options (e.g. editing, deleting)

• Stock check access

• Signage view access

Detailed Information: 

• Materials

• Material Movements

• Signage

• Transfer Orders

Planning Board

Included Settings:

• Automatic refresh

• Editing allowed

• Access to settings

Detailed Information: Production Planning Settings

Point of Sale (PoS)

Included Settings:

• Access overall and to all the features

• PoS Login Pin

• Ability to import

• Ability to view transactions

Purchase Orders

Included Settings:

• Access allowed including editing, new, deleting, and output

• Change status up only

• Defaults: Copy instructions from Work Orders

• Defaults: Inventory location

Detailed Information: Purchase Orders

Quotations

Included Settings:

• Change status up only

• Access to features: copying, deleting, new, editing, output

• Disable Cost Centre Rates in estimating

• Access to view including Costing, Materials & Service, Pricing

Detailed Information: Quotations

Reports & Dashboard

Included Settings:

• Dashboard settings (e.g. refresh, columns, reports allowed)

• Access allowed - Edit Reports and Reports

Sales Orders

Included Settings:

• Change status up only

• Access to features: deleting, editing, new, output, viewing

• Default inventory location

Detailed Information: Sales Orders

Service Manager

Included Settings:

• Access allowed

• Access to features: deleting, edit responses, settings, view all customers

Setup

Included Settings:

• Access to the setup of various modules

System

Included Settings:

• Default Module (Open on Startup)

• QuickEasy Password

• System Administrator

Tracker

Included Settings:

• Custom Firebird Stored Procedure - Create / Execute

• Access to digital delivery notes

• Various timekeeping settings

• Tracker Login Pin

• Enter a note when timekeeping is stopped

Detailed Information: Tracker

Work Orders

Included Settings:

• Change status up only

• Default inventory locations

• Access to features: deleting, editing, new, output, viewing, status

Detailed Information: Work Orders

Workflow

Included Settings:

• Auto refresh

• Open (reminders / workspace)

• Access set Supervisor and User access

• View other's reminders

User Settings: Detailed Explanations

• General > Default: Disable editing of Rep on Customer Transactions (Default = No):  

  • This setting applies to Quotations, Sales Orders, Customer Invoices, Customer Credit Notes and Work Orders.

  • If Yes, the rep must be set on the customer's record and cannot be changed on the transaction.

• General > Default Module (Open on Startup): 

  • Specifies which module to open on startup. 

  • The options are Service Manager, menu Page, Calendar, Quotations, Sales Orders, Customer Invoices, Customer Age Analysis, Purchase Orders, Supplier Invoices, Supplier Age Analysis, Ledger, Work Orders, Planning Board, Reports, Dashboard & Point of Sale.

• Accounting > Ledger: Access Allowed has the following options:

  • 0 - None: Default

  • 1 - View only: Cannot edit, change Status or Reconcile transactions

  • 2 - Edit: Delete and Status changes on read-only transactions are not allowed. Reconciling is allowed on read-only transactions.

  • 3 - Full Access: Status change on read-only transactions, dated prior to the Close-off date, is not allowed.

• Work Orders > Update Status Allowed: 

  • Yes/No (Default = Yes). 

  • Determines if the Work Order Status can be updated on the Work Order edit form. 

  • This setting overrides the other Work Order access settings.