Preferences – Company

By |2021-07-25T07:11:33-05:00March 23rd, 2018|Comments Off on Preferences – Company

Introduction

The Company preferences include system-wide options for the default warehouse, the default country, and the format of proposed invoice numbers (or work order numbers, sales numbers, etc).

Form Access

  • From the main menu, click Edit > Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Default Warehouse – Proposes a default warehouse on many of the forms in the program.
  • Default Country – Record a default country in this field.
  • Format Auto-Numbers yy-#### – This refers to the Invoice, Sales Receipt, Work Order, or Credit Memo number assigned to those records.  These numbers are sequential (1200, 1201, 1202, etc.) and are automatically generated as new records are created.  When this checkbox is ticked, the alternate numbering format of yy – #### is enabled, whereby a two-digit year code is added as a prefix to the sequential portion of the number.  For example, if the calendar years was 2010, the numbering scheme would be something like 10-1200, 10-1201, 10-1202, etc.).  In this way, an invoice number not only identifies a particular invoice, but also in which year it was created (2010 in this example).

Related Topics

Preferences – Overview
Sales Forms

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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