Part 13 - System Configuration

Owned by Kasia Czwarkiel (Unlicensed)
Last updated: Jan 17, 2018

The System Configuration module allows you to:

  • Manage the Headers and Footers text used in various parts of the system such as for Customer Quotes or Supplier Purchase Orders.
  • Manage the Stationery Type (stationery PDFs that are used by the system when generating documents relating to a customer in a specific location.
  • Manage the component prices used by Document Services when calculating a sale price to the user.

Headers and Footers

Headers and Footers can be defined for Customer Estimates and Supplier Purchase Order documents.

CUSTOMER ESTIMATES (HEADERS AND FOOTERS)

These can be defined ‘globally’ in the System Configuration section and will then apply to all Customers.
However, if you need different content for a specific Customer then you can do this via the Customer Details page.

SUPPLIER PURCHASE ORDERS (FOOTERS ONLY)

Only the footers can be defined for Supplier Purchase Order documents although the system does allow you to define many different versions. When issuing a Supplier Purchase Order, the Buyer/Manager may select one of the defined Footers or supply their own content at that time.

Setting up Customer Estimate Headers & Footers

  1. Go to Configuration → System → Headers and Footers
  2. Enter the Standard Header content.
  3. Enter the Standard Footer content.
  4. Click the Save button at the bottom right.

CUSTOMER-SPECIFIC HEADER & FOOTER

If you have one customer who should have their own header or footer text:

  1. Go to Customers † Customers.
  2. Click the name of the customer that requires the specific content.
  3. Go to the Headers/Footers section of the page.
  4. Enter the required content into the Customer Quote Header and Customer Quote Footer fields.
  5. Click the Save at the bottom right of the page.

Setting up Supplier Purchase Order Footers

  1. Go to Configuration → System
  2. Go to the Supplier Purchase Orders – Footers section.
  3. Enter the ‘standard’ footer text into the first Text field.
  4. Click the Add button to the bottom right.
  5. Enter the description for the new footer in the Description  field.
  6. Enter the content for the new footer in the Text field beneath it.
  7. Repeat from step 4 until you have created all the Supplier Purchase Order footers you require.

Setting up Supplier Purchase Order Footers

Note: If you wish to change the description or text of one of your footer then:

  1. Select the footer from the drop-down menu.
  2. Change the Description or the Text as required. 

1.  Click the Save button at the bottom right when you are ready.

 

Setting up stationery types

To set up stationery types you must first have:

  • A stationery PDF for the 1st page of the document.

  • A stationery PDF for the 2nd and subsequent pages (continuation) of the document.

    Note: The PDF you upload must be PDF version 1.4 (compatible with Acrobat 5).

    It is also advisable to try to make your PDFs as small (file size) as possible otherwise you may experience longer loading times when opening documents generated by the system.


    Note: You do not need to select PDFs for every one of the document types listed – if you only need to use  stationery types for the Customer Quote then only select PDFs for that document.

    All the other documents will be created using the system standard stationery.

For more information about creating Stationery you can refer to How to create /modify Stationery in Claritum knowledge article.

You can also create different stationery sets per different Customer.

Setting up Document Services Sale Prices

The ‘sale’ prices for Document Services are simply those component prices that are used by the system when calculating a Document Services price for the User.

  1. Go to Information † Configuration.
  2. Click the Activity Prices tab.
  3. Enter the ‘sale’ price for each of the components listed.
  4. Click the Save button at the bottom right.