Company Preferences

Company Preferences

  • About
    Customize your software settings to meet the demands of your business.  Numerous company-level flags can be set to automate processes, default certain criteria during procedures, and allow for the use of additional features.  

    To View Company Preferences:




    Note: Company-level preferences will affect the entire company's use of the system, and is setup and maintained by I.T.  Contact I.T to make any changes.

    What Company Preferences Can Control
    • Automation of frequent tasks
    Examples include auto-creating invoices, defaulting warehouse or ship-via selections, auto-applying payment rules, or enabling automated emails for statements, POs, or bulk documents.

    • Default behaviors across workflows
    Companies can determine how sales orders default, how purchasing behaves, or how system rules apply during receiving, picking, putaway, billing, and other operational processes.

    • System-wide validations and restrictions
    Preferences can enforce rules that prevent incorrect accounting dates, block duplicate entries, require specific fields, or limit actions based on user role.

    • Warehouse & WMS configuration
    Options may control scanning behavior, pallet/lot handling, inventory allocation, picking strategies, cold storage workflows, and order-staging processes.

    • Financial & accounting functionality
    Settings influence AR and AP processing, payment applications, statement generation, credit workflows, inventory valuation, and posting rules.

    • EDI & communication settings
    Preferences determine how inbound/outbound EDI transactions behave, how documents are formatted, and whether automated email or notification processes send specific documents.

    • Document generation & email defaults
    Preferences also govern default forms, document layouts, and which documents automatically print or email during sales, purchasing, AR, AP, and WMS operations.

    Important Note
    Company-level preferences affect the entire organization and should only be updated by your IT department or an authorized system administrator.

    If a change is required, please contact IT to ensure the update is reviewed and implemented properly.

Purchasing

  • Purchasing Preferences

    Purchase Preferences

    Purchasing Preferences control how purchase orders behave throughout the purchasing and receiving process. These company-level settings automate PO behavior, streamline receiving, and enforce consistency across all buyers. Preferences are maintained by I.T. and affect the entire organization.

    Cancel Unreceived Qtys from Fully Paid POs AP EOD

    Choose whether or not to have quantities removed from POs that were not received that day.  If Yes is selected, unreceived quantities from the PO for all lines will be removed during the automated nightly End of Day process, as long as at least one line (partial or not) has been fully paid for(invoice(s) have been posted).

    Note: When creating receipts, if "Do Not Cancel PO" is not specified, all unreceived quantities for all lines in the PO will be removed immediately upon completion of the receipt.

    PO Entry Default Line Type: Service or Item

    Choose whether or not to have Service as the default line type selected within purchase order maintenance, to avoid a manual selection every time.

    Purchasing PDF / Print Formatting (Optional Depending on Setup)

    Applies if your environment prints PDFs tied to purchasing:

    • AP/AR Documents – Big Centered Logo

    • Draw Lines on AP/AR Docs

    • Default Paper Layout

    Best Practices
    • Use “Do Not Cancel PO” defaulting in environments with partial or staggered receipts. This prevents premature cancellations.

    • Review open POs weekly to ensure unreceived quantities reflect real vendor commitments.

    • Set PO Entry Default Line Type to “Service” if service charges (fuel, accessorial fees, handling) are frequently added.

    • Confirm AP EOD behavior with accounting before enabling automated cancellations.

    • Purchasing Preferences affect all users—changes should be reviewed and approved before implementation. Coordinate changes with I.T. 

WMS

  • WMS Preferences

    WMS Preferences Key Information

    Overview
    WMS Preferences define how the Warehouse Management System behaves across the organization. These settings control customer order defaults, audit requirements, picking and putaway behavior, routing integrations, WMS mode, document generation, and timezone handling. These configurations ensure accurate warehouse operations and consistent functionality across both desktop workflows and scan-gun processes.

    Customer Order Defaults
    Allow Backorders Customer Default

    • Determines whether customer orders default to allowing backordered quantities.

    • Yes: Quantities exceeding current on-hand inventory are added as backorders and must be removed or re-released once stock is replenished.

    • No: Users are prevented from adding quantities greater than available inventory.

    • Can be overridden at the customer level in Customer Account Maintenance.

    Routing & Transportation Settings
    Routing Enabled

    • Activates routing workflows for outbound shipments.

    Roadnet Enabled

    • Enables integration with Roadnet routing software for exporting, assigning, or updating delivery routes.

    Pick Ticket & Document Generation
    Create PDF Tickets on Release

    • Automatically generates a PDF pick ticket as soon as a customer order is released.

    Audit Requirements
    Require Manifest Audits

    • Determines whether outbound shipments must capture audit details such as carrier, trailer number, seal number, vehicle condition, and temperature readings.

    Require Putaway Audits

    • Defines whether inbound receiving requires audit data before putaway completion, including carrier details, trailer condition, seals, and temperature information.

    Inventory Adjustments
    Inventory Adjustment Reason Codes – Collect

    • Requires users to select a reason code when submitting inventory adjustments.

    • Not applicable for Frozen Storage operations.

    Invoice Defaults
    PPA Automatic Invoice Note

    Selects the default invoice note applied to PPA-generated invoices:

    • None, or

    • Non-Negotiable Warehouse Receipt

    WMS Mode Configuration
    Balances Only - No Bins

    • Inventory tracked at the warehouse level only.

    • Bin-level controls are not used.

    Full WMS

    • Enables full bin-level inventory management with required bin confirmations, audits, and complete WMS picking workflows.

    WMS Lite / Facilitated WMS
    • A simplified WMS configuration that enhances picking speed and reduces required confirmations. Features include:

    • Access to Verify Whole Order Ticket for both Full Pallets and CPs.

    • Automatic population of pallet, item, and lot during picking.

    Timezone Settings
    Warehouse Timezone

    • Controls how dates and times are displayed across all warehouse activities.

    • Defaults to the warehouse/company timezone unless overridden in the user profile.

    Note: The device’s timezone must match either the warehouse/company timezone or the user-specific profile timezone to ensure consistent timestamp accuracy.
  • BOL Preferences

    BOL Preferences

    BOL Preferences control how Bill of Lading documents are generated, formatted, and branded throughout the warehouse and transportation workflow. These settings determine what information appears on the BOL, how customer-facing documents are styled, and what additional detail is included for compliance, auditing, and shipment visibility. Configuring these options through contacting I.T. ensures accurate outbound documentation, improved customer communication, and compliance with your facility’s operational and safety standards.

    Branded BOLs:     Enable Branded BOLs to display the customer’s own company logo on every Bill of Lading they receive.

    • Replaces your warehouse/company logo with the customer’s uploaded logo.

    • Enhances professional appearance for customer-facing documents.

    • Ideal for 3PL facilities wanting to provide white-label documentation.

    • Requires setup—contact our I.T. team to activate this feature.


    BOL Signature: This preference adds warehouse personnel contact and signature information to the bottom of the BOL.

    • Commonly used to show who prepared or verified the shipment.

    • Helps customers identify a contact person for audit, delivery, or transportation questions.

    • Supports both operational accountability and customer service follow-up.


    BOL Inspection Stamp: Displays an inspection or compliance stamp directly on the BOL.

    • Used to show food safety and regulatory requirements, including SQF standards.

    • Certifies that the product and outbound shipment meet safety and handling guidelines.

    • Provides customers with confidence that shipments followed approved protocols.


    Custom BOL Temperature Text: Allows warehouses to define custom temperature instructions printed on the BOL.

    • Useful for refrigerated, frozen, and temperature-sensitive commodities.

    • Can include specific requirements such as:

    • “Keep Refrigerated at 34–38°F” “Frozen – Maintain at 0°F or Below” “Do Not Break Cold Chain”

    • Ensures carriers understand temperature expectations during transport.


    BOL Summary Format: Controls how products appear on the summary version of the BOL.

    • Displays one line per item/lot.

    • Reduces document length for high-volume orders.

    • Provides a clean, consolidated view of items without pallet-level detail.


    BOL Detail Format: Defines how the detailed version of the BOL is presented.

    • Displays one line per pallet, item, and lot combination.

    • Offers granular visibility into picking and loading activities.

    • Helpful for customers with strict audit needs or pallet-level tracking requirements.

    • Useful for orders containing mixed lots or partial pallets.


    BOL Weight Manifest Pages: Generates additional pages that break down weights in a structured, easy-to-read format. This may include:

    • Pallet / Item / Lot weight summaries

    • Item-level weight summaries

    • Item/Lot weight breakdowns

    • Pallet-only weight listings





    These pages support:

    • Carrier weight compliance

    • Customer audit trails

    • DOT and transportation documentation

    • Inbound reconciliation at the delivery location

    This option is frequently used by warehouses working with mixed-weight pallets, variable cartons, or customers who require traceability of weight per SKU or per lot.

Sales

  • Sales Preferences

    Frozen Storage Sales Preferences

    Customize company-level defaults that influence how sales orders, pick tickets, invoices, and routing behave throughout the Frozen Storage model. These settings automate outbound workflows, enforce customer requirements, and determine how orders move through the release → pick → verify → manifest → invoice process.

    Order Processing
    • Default Require CON # In Sales Orders
    Choose whether or not to require a container number (CON#) when creating or releasing sales orders. If set to Yes, users must provide a valid CON# or the order cannot progress.

    • Default Require CPO # In Sales Orders
    Choose whether or not a customer purchase order number (CPO#) is required for sales order entry. If Yes, users must enter a CPO# prior to saving or releasing the order.

    • Sales Order Ship Complete Default
    Controls whether newly created orders default to “Ship Complete.”
    - Yes = The entire order must be filled before it can be shipped.
    - No = Partial shipments are allowed when inventory is available.

    • Order Entry Default Line Type
    Define the default line type when adding items to an order.
    - Commonly used: Customer Item.
    - This removes extra clicks during entry and ensures consistency across users.

    • Order Entry Default Mode
    - Determines the primary workflow used when creating orders (e.g., Standard or Compact mode).
    - Frozen Storage commonly uses Standard mode.

    • Order Entry Last Edited Minutes
    - Displays a warning if another user edited the order within the defined number of minutes. Prevents overwriting active work.

    Picking & Release Settings
    • Pick Sequence Customer Default
    - Determines the default picking sequence for new customers.
    - Frozen Storage commonly uses: Bin – items sort by their warehouse bin locations for efficient pathing.

    • Create PDF Pick Tickets on Release
    - Choose whether or not a PDF pick ticket should automatically generate when an order is released.
    - If No, pick tickets must be manually printed or accessed through RF.

    • Auto RELS Charge in Storage Software Model
    - If enabled, charges associated with releasing an order are automatically applied when the order is RELS’d.

    Invoice Defaults
    • Default Invoice Type
    Sets the default invoice document type generated for frozen-storage outbound orders.

    • Generate Invoice/AR Docs Based On
    This determines whether invoices are generated based on:
    - Release,
    - Manifest,
    - or Verification Completion.

    • Maximum GP / Minimum GP
    - Defines the upper and lower acceptable gross-profit thresholds (e.g., 25%).
    - Warns the user if a transaction falls outside the allowed margin.

    • AP / AR Documents Big Centered Logo
    Enable or disable the centered large-logo format on AR & AP documents.

    • AP / AR Documents Draw Lines
    Optional formatting that adds shapes + lines to AR and AP documents, essentially changing the document layout.

    • AutoFill CC Defaults (Statements / Sales)
    Defines which email addresses auto-populate in CC when emailing statements or invoices.

    • Bulk Invoices / Bulk Statements CC Default
    Sets the CC address that is automatically applied when performing bulk sending operations.

    • Statements / Invoices via Email CC Default
    The default carbon-copy email address for single-invoice sending.

    Reporting Options
    • Sales Details & Daily Max Days Range; Weekly Max Days Range
    - Defines the maximum number of days users can select on sales detail reports.
    - Prevents overly large report runs.

    • Received Units Max # of Days
    Sets the maximum allowable date range for “Received Units” reporting.

    • Days of Week for Sales Orders
    Defines which days of the week the system permits sales order entry.
    Example: 01234 = Monday–Friday.

    Automated Processes
    • Automate Bulk Invoices - Day of the Week
    Sets the day the system triggers automatic bulk invoice generation.

    • EOD Allow Current Date Close
    Controls whether End-of-Day can be run for the current date.

    Run EOD / EOM Monday - Sunday
    Determines if automated End-of-Day or End-of-Month runs on a daily cycle.

Accounting

  • Accounting Preferences

    Frozen Storage Accounting Preferences

    Customize company-level accounting logic including billing cycles, statement generation, AR term defaults, and invoice creation rules. These preferences control all billing and customer-facing financial documents.

    AR Terms & AR Rules
    • Default AR Terms
    Sets the AR payment terms automatically assigned when creating new customer accounts or orders (e.g., Net 14, Net 21, etc.).

    • AR Statements Days of the Week
    Specifies which day(s) AR statements are automatically generated.
    Example: 1 = Tuesday.

    • AR Statement
    - Yes = Past Due Only
    - No = All Open

    • Require One or More Contacts to Receive Invoices
    If enabled, the system requires at least one email contact assigned before invoices can be sent.

    • Generate Invoice/AR Docs Based On
    Controls the document event that triggers invoice creation (Release, Manifest, or Verification).

    • Default Invoice Type
    Sets the standard invoice form used for frozen storage billing.

    • # of BOL Copies – Auto-Print
    Specifies how many copies print automatically when:
    - Per Order
    - Per Pallet
    - At Manifest

    Email & Document Formatting
    • EDI Enabled
    Allows the system to send/receive EDI transactions for invoices, inventory updates, etc.

    • EDI/Inventory Bridge Notification Type
    How errors or updates are reported to internal teams (Email, System Notification, Both).

    • EDI/Inventory Bridge Notification Group
    The employee distribution list receiving notifications.