Applications › Configuration
Configuration — Overview provides access to configuration records used to support the platform’s operational setup. It is relevant to users who manage company-level settings and need to move between the main business applications.
Configuration records can be saved and confirmed, with options to associate attachments and access tickets. The area also provides navigation to companies and to the Dashboard, Reports, My Desk, Sales, PM, Purchasing, and Warehouse applications.
What you can do here
- Select Companies to access company-related configuration.
- Use Save to save the current configuration record.
- Select Tickets to access tickets associated with the configuration area.
- Use Attach to add an attachment to a configuration record.
- Select Ok to confirm the current action.
- Open Dashboard, Reports, or My Desk to move to those application areas.
- Open Sales, PM, Purchasing, or Warehouse to move to the corresponding operational application.
Related pages
- Getting Started with Configuration
- Departments
- Configuration — Learning Path
- Item Categories
- Reactivationreasons
- Dashboard Settings
- Default Layouts
- Features
- Home
- Plans
- Reports Settings
- Serial Combinations
- Subscriber
- Subscription Invoices
- Warehouse
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