Pages Setup

Many pages have an icon in the footer which allows you to Edit Current Page Layout. This takes you to the setup for that page.

Header
External Mappings
General
Alias
Serialized
Pictures
Attachments
Categories
Brand
Attributes and Matrix
Inventory
Suppliers
Pricing
Price Rule
Substitutes and Completions
Reports
Simple General
Barcode
Kit
Group
Show Long Description – the longer item description used for products on websites, Amazon listings, etc.

For more info about these elements, see Create an Item in the System.

Customer Actions
General
Categories
Addresses
Financial
Sub Accounts – accounts under the main account, such as different teachers in a school; the balance remains on the base account but you can see who made the purchase
Attributes
Reports
Voucher
Customer Print out
Customer Statement
Link Payments
Cards on File
Customer Statement Show All – shows all transactions, not just the last 90 days

For more info about these elements, see Create a Customer.

Must Select Sub Account if Exists – requires a sub account to be selected (if there are multiple)
Hide Account Address
Hide Attention
Hide Bill To
Hide Reference Number
Hide Receiving Reference Number
Hide Terms
Hide FOB
Hide Expected
Hide Expected End
Hide Ship to
Ship To Site (auto set address)

Hide Add Items Button In Toolbar – pulls up the finder with list of items, and searches as you type
Hide Add Items Split Mode Button In Toolbar – opens the list of items on a side panel so you can keep adding items
Hide Add Pivot Items Button In Toolbar – add items based on pivot table
Show Full Create Item Button in Toolbar – creates an item with all the details on a regular Item page
Hide Quick Create Item Button In Toolbar – create multiple items one after another, by adding basic info
Hide Quick Create Pivot Button In Toolbar – creates a new pivot table

Show Quick Add Items Toolbar – a keyboard-based way to quickly input items and quantity, and only searches when you press enter (makes the search faster)
Show Quick Add Items Toolbar Scan – the scan item field
Show Quick Add Items Toolbar is Case – checkbox for case items
Show Quick Add Items Toolbar Reference Number – additional number or note for the item

Hide Add Supplier Items Button – appears after selecting a supplier; shows only items associated with that supplier
Hide Seasons – option to select by season
Show Add At Selection – adds a button to insert the next item before the line you’re currently on, after the line you’re on, or at the top of the item list; default setting is to add items to the bottom of the list

Hide Save Layout Button in Toolbar – saves the column layout
Hide Edit Layout Button in Toolbar – selects which columns to show and other options
Hide Clear Filters Button in Toolbar – clears filters if you filtered the table (available when “filterable” is selected in Edit Layout)
Hide Toolbar – removes the toolbar

Hide Update Item Changes On All Locations Checkbox
Update Item Changes On All Locations Checked By Default
Hide Remove Unchecked
Hide Next Item Qty
Hide Next Item Is Case
Hide Next Item Auto Reset
Always Sum Duplicate Items
Print Labels Report Key
Run Script Before Save – a script of your choice that runs before PO is saved
Update PO Cost On Item Cost Change – updates the PO cost when Item Cost is changed
Update Item Cost On PO Cost Change – updates the Item Cost when PO Cost is changed

For more info about these elements, see Purchase Order or Customer Order.

For more info about these elements, see Drop Shipping.

Edit Only Mode Checked By Default
Show Bulk Update Custom Field 1
Show Bulk Update Custom Field 2
Show Save Default Attributes To Supplier – when you create a pivot table from a PO where the supplier has been selected, it will show a button to save the attributes to that supplier; next time you create a pivot table from a PO with that supplier, the attributes will automatically load when you save the pivot name and base item name
Show all attribute values – will show also attributes that don’t have items created; will make the pivot load more slowly
Fail Save If Item Has Zero Cost
Fail Save If Item Has Zero Price

For more info about these elements, see Create a Matrix / Pivot Table.

Load Full Tree – Opens all sub-folders
Don’t Close Popup On Select – Allows you to select multiple categories (instead of closing the window after each one)

For more info about these elements, see Categories.

Show Insert Cover Labels Button – option to print a cover label showing how many labels are about to be printed
Show Print At Least One Checkbox
Print At Least One Checked By Default – checks the box automatically; requires un-check to remove
Auto Insert Cover Labels
Reverse Order – prints the labels in reverse order; easier if you just got a shipment and want to do the items closest to you first
Default Layout Blank
Don’t Print Labels with Zero Price – doesn’t print labels if the item doesn’t have a price
Extra Copies Field

For more info about these elements, see Transfer Out / Receive.

Don’t Select Cell Multiple – removes the option to drag and drop to select multiple cells, so that when you click a cell it will take you to the Edit page (the two abilities conflict)

Navigate Left and Right on Grid Without Ctrl – move around between cells in a table without having to hold down CTRL (otherwise it stays within the cell so you can move between characters)

Prompt to Save – set how many minutes system waits before prompting you to save your work

Take Deposit Checked By Default
Auto Link Checked By Default
Hide Payable items
Block Save With Negative Total
Payment Date Is Closed Date
Keep Payment Popup Open After Close
Preloaded Tenders
Deposit Percentage and Deposit Amount – press plus (+) while in a payment entry to automatically take payment for the deposit amount and not the full transaction. If both deposits are filled out, it will take the greater deposit amount