To access general settings you would need to navigate to the Settings button and then select General Settings.
Within the general settings, you are able to customize the following settings:
Legal/Trading Name - enter the name of your company here how you would like it to appear on the documents.
Base Currency - select your base currency in which you'll operate. This will be the same currency you use in your accounting software. If the base currency is different to the base currency of your customers and your suppliers, DEAR Inventory will automatically create a currency conversion.
Your Date Format (MM/dd/yyy or dd/MM/yyyy or yyyy/MM/dd) - select the date formate the way how you would like it to appear on your documents, on the reports and through the system.
Send e-mails from (Company's billing contact or Currently logged-in user) - select the email address that will be used to send all email out. To create a Company's billing contact you will need to navigate to Settings -> Reference Books -> Your Company -> Company Contacts. Create a contact with Type Billing and Default checkmark (if several contacts have billing type and default checkmark the first one will be used). Currently logged-in user's email is the email address the user used to log into the system.
Global BCC address (optional) - enter in a Global Blind Carbon Copy address which will receive copies of all emails sent from DEAR Inventory.
Read receipt for emails (No read receipt required / Request read receipt) - you can customize whether you will request Read Receipts for emails.
Open details in (New tab / Same tab) - you can set the behaviour of how the information appears in your screen. It can either be opened in a new tab or within the same tab providing you with flexibility to work in multiple screens at the same time.
Tax calculation method (Row Total / Document Total) - you can identify a Tax Calculation Method. Tax can either be calculated within the row or from the document total.
PURCHASE PROCESS CUSTOMISATION
Default Purchase Method (Invoice First / Stock First) - select 'Invoice First' if you usually receive supplier invoice prior to stock and vice versa. You can change this setting for individual purchase orders on the 'New Purchase Order' screen.
Purchase Order will use (Latest Supplier's price / Fixed Supplier's price) - you can customise the purchase process and select whether Last Supplier’s Price or Fixed Supplier’s Price will be used when generating the purchase order. Both of these prices can be added to the product itself.
Purchase documents (Sorted by screen order / Sorted by sku / Sorted by product name) - you can also select the sorting of purchase documents: the purchase order lines can either be sorted by the way they appear on the screen, sorted by product code, or by product name.
PURCHASE ORDER NUMBER FORMAT
You can also identify a Prefix, Next Sequential Number, and a Suffix for the purchase order number.
SALE PROCESS CUSTOMISATION
Assign invoice number (On sale creation / On invoice authorisaion) - indicate when invoice number should be assigned to sale.
Default Sale Tax Rule (optional) - this is a sale tax rule selected by default when creating new customers.
Available quantity is limited to (All locations / Selected location only) - this setting will allow you to sell items from all locations on a single order or to restrict stock within the location specified in the sale order header.
Sale documents (Sorted by screen order / Sorted in alphabetical order / Sorted by stock locator, custom attributes and screen order) - sorting of sale documents can also be customized. Sorting of the sale order lines can either be by the way they appear on the screen or they can be sorted in alphabetical order, sorted by stock located, custom attributes, and screen order as a combination.
Fill invoice date (When order authorised / When invoice authorised) - you can select when to fill an invoice date: Invoice date can either be filled in when the invoice is authorised or when the order is authorised.
Quote is (Visible by default/Skipped by default) - the Quote part of the sale process can be skipped by default if your business does not generate quotes.
Picking/Packing/Shipping is (Manual / Automatic) - you can also automate some or all of the fulfillment process steps. So picking, packing and shipping can either be manual or automatic.
Customer credit limit (Show warning when exceeded / Stop processing when exceeded) - you can identify the correct setting for the Customer Credit Limit. DEAR Inventory will either prompt you with a warning when the credit limit is exceeded or stop the processing when the credit limit is exceeded.
Discount rule is (Updating sale price / Updating discount %) - you can identify how the discount rule is applied. It can either update the sale price or update the discount percentage.
SALE PRICE TIER NAMES
You can create custom names for your sale price tiers or your various sale price points for your products. Up to 10 are available in the DEAR Inventory Large Plan and these can all be custom-named.
SALE ORDER/INVOICE/CREDIT NOTE/JOB/STOCK ADJUSTMENT & STOCKTAKE/ASSEMBLY NUMBER FORMAT
You can also identify a sale order number format with a prefix, next sequential number, and a suffix. The same applies to invoices, credit notes, jobs that are created within DEAR Inventory, stock adjustments, and assembly numbers for finished goods.
Please remember to save your changes before exiting the screen.