User Preferences Help Guide

Transcription

1 Savance Phone: Fax:

2 Table of Contents User Preferences 3 2

3 User Preferences User Settings are stored in the database and move with users as they go from workstation to workstation. However, if a user changes these settings at a workstation, these changes will not be applied to a different user at the same workstation. Below is a list of all settings on this screen. Auto Confirm Order Conversion If checked, after converting a Quote/RFQ the confirmation screen will not be displayed unless there was an error. It is the Import Status screen that lets you know that the order was converted successfully. Auto Confirm Confirmation If checked, Savance Enterprise will not prompt you before converting a Quote/RFQ if there are no warnings. It is a screen that asks if you want to convert this to an order. Auto Find Closest Part Number Match If there is only one item matching the Part Number entered on the Line Item Spreadsheet, that item is automatically selected. Auto Select Exact Part Number Match If the Part Number entered on the Line Item Spreadsheet is an exact match to an item in the database, that item is automatically selected. Automatically Save If checked, a new Quote or RFQ will automatically save without prompting. A Quote/RFQ cannot be converted without saving first. Confirm Exit If checked, Savance Enterprise will prompt you before the program closes. Hide Manufacturer Column If checked, the Manufacturer/Model column on the Line Item Spreadsheet will not be displayed. Hide Reminders If checked, the Reminders / In Box will not be shown on the right side of your screen. 3

4 Lookup Pricing History If checked, after adding an item to the Line Item Spreadsheet the Pricing History of that item is displayed in a pop up frame. Pop up Complementary List If checked, after adding an item to the Line Item Spreadsheet a Complementary List for that item is displayed in a pop up frame. These are the the part numbers that are marked as "Complements" for this item from the Product Info tab of the Item Manager. Select and Highlight Results Pane after Search If checked, after doing an Inventory or Order Search, the Results pane will be automatically selected and highlighted. This allows the user to easily use the up/down arrows on the keyboard to sift through the list of results, and then the Enter key can be pressed to select an item. Show Lighting Columns If checked, additional columns pertaining to Lighting are displayed on the Line Item Spreadsheet. The lighting columns are Type, Extra Qty, Extra Part Number, Extra Unit Cost, & Extra Cost. Customer Part Number at End of Description If a part number on the spreadsheet has a customer part number, this will add it to the end of the description. Display Delivery Date as Days / Weeks If checked, the Delivery Date will display as the number of days or weeks instead of the exact date. Auto Expand Description Automatically expands the description column. This helps to keep each line in the Order Entry screen to be the same size (instead of growing in size due to a long description). Add Comment to Last Line This will add your customer comment as the last line item on your order. Play Sound on New Reminder Plays whatever sound you specify whenever you receive a reminder in your In Basket. Simply click the ".." button to choose the WAV file to be played upon reminders. This can be changed at any time. Refresh old quotes Check this if a quote should be refreshed with the latest pricing after the number of days that you specify. For example, if you want all orders older than 30 days to automatically refresh when you open it (to update changes in cost, pricing, etc), check this box and specify "30" for the number of days. o Show quote refreshment confirmation If checked the Refresh Options window will be displayed during the automatic refresh 2014 Savance 4

5 Thank you for choosing Savance! Savance Phone: Fax: SE-HG-User Preferences 1.0.0