Preferences Documents Tab Help Documentation

Modified on 06/26/2023 12:28 PM by Sharon Duckett — Categorized as: Uncategorized


Documents



Company-Specific Settings

"Line Code" Separator

Line Codes are prefixes that can help distinguish between duplicate item codes from different manufacturers.  This setting affects how items are selected in Item Code searches throughout ComCept .Net.  (You will not change this setting often.)

Please see the help topic on Item Code Search Rules for a complete discussion on this setting.

 

Always-Visible Buttons on Work Order Screen

There are many print options on the work order screen, so these buttons have been grouped into menus.  The goal is to free up screen space while maintaining a single-click experience.

One button in each group is always visible and can be accessed without opening the menu, and you may select which button to use on this preferences tab.  The "Work Order Print" button group contains all standard work order print functions, while a second button group "Pick Slip Print" contains all pick-slip related buttons.



Find Open Orders

The options for Find Open Orders will modify the behavior of the Open Orders notification users now receive on the ComCept .Net Work Order screen. For more information on this topic, see: Work Order Find Open Orders.



Location-Specific Settings



Shipment Screen Sorting

This control will affect the sort order of the items on the shipment screen printout.

Currently there are only two sorting options available, which are "same as entered" and "same as pickslip"

Same as entered displays the items in the order that they were entered on the work order screen. Same as pickslip sorts the items by bin then alphabetically. Please note that items not in a bin are displayed first.

Packing Slip Sorting (Incoming slips of transfer)

This control will affect the sort order of the items on the shipment screen printout.

Currently there are only two sorting options available, which are "same as entered" and "same as pickslip"

Same as entered displays the items in the order that they were entered on the work order screen. Same as pickslip sorts the items by bin then alphabetically. Please note that items not in a bin are displayed first.

Xfer / RGPO Receipt Sorting

This control will affect the sort order of the items on the receipt screen.

Currently there are only two sorting options available, which are "same as entered" and "same as pickslip". Same as entered displays the items in the order that they were entered on the work order screen. Same as pickslip sorts the items by bin, then alphabetically. Please note that items not in a bin are displayed first.

This sorting will only apply to RGPOs and Transfers. POs will also be in Same as entered sort order. The sort order selected will apply to the Receive PO/Xfer screen and the Receipt Worksheet screen.

Default Customer Search Field

On point-of-sale screens, such as invoies and credits, you can search for customers by Customer Name, Customer Number, Short Name, Description or Phone. This option will change the default search by drop-down. You can still change which field is searched, this setting merely sets the default.

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The customer selector shows you several useful fields as you look for customers. Depending on how you search, these fields will be combined in different ways.


Changing your default Customer search field should be carefully considered. Many users do not have all their Customer fields properly filled in, so blank fields would appear in their searches. For example, Short Name is a very useful field but is not always populated by all ComCept distributors. Setting the default Customer Search field to Short Name would result in long lists of blank data in a customer search. 

Default Ship Via

A default "Ship Via" value can be selected for the Point of Sale, Purchase Order, and Transfer Order screens.

The options displayed can be maintained on the List Maintenance screen under the List Group "shipping".