Settings

General Settings#

• General Settings allow BOS Professional to be customised.
• The settings are grouped.
• Two of the groups, Currencies and Accounting, also appear under the Accounting setup (Main Menu > Setup > Accounting > Settings (tab)). Internally, both places share one set of settings.

Accounting#

Included Settings:

• Whether modules are posted to the ledger
• VAT settings
• Default Commissions
• Default Markups
• Financial year and Financial Close Off Date
• Post-dated cheque settings

Detailed Information:

• Estimating Settings and Information
• Ledger List Views
• Statement of Profit or Loss
• VAT (Standard)
• VAT Reconciliation

Recent Changes: 

• Accounting > Default Set Customer Credit Note Accounts: The options are:
  • Use Account from Entry Type setup (Default)
  • Use Account from linked Invoice
• Accounting > Default Set Supplier Debit Note Accounts: The options are:
  • Use Account from Entry Type setup (Default)
  • Use Account from linked Invoice

Currencies#

Included Settings:

• If multiple currencies are used
• Setup for the local currency

Detailed Information: Currencies

Customer Credit Notes#

Included Settings: Whether Inventory is auto received

Detailed Information:

• Customer Credit Notes
• Customer Credit Notes Tutorial
• Inventory Reports
• Materials Settings

Customer Invoices#

Included Settings: Sets the Entry Type for receiving payments

Detailed Information:

• Customer Invoices Tutorial
• Ledger List Views

Delivery Notes#

Included Settings: 

• Digital deliveries
• Delivery notes batching

Detailed Information: Delivery Notes

General#

Included Settings:

• Custom captions for note fields
• Default sales representative
• Default font size
• Audit settings
• Enable editing for Total fields
• Website link to help documentation

Detailed Information:

• Audits
• Calendar
• Customer Invoices
• Leave
• Quotations
• Sales Orders
• User Access

Recent Changes: 

• Delete Audits older than (Enter number of months) (Default = 12):
  Lets you delete the audit information to prevent the database from becoming too large.

JDF Switch#

Included Settings:

• Folder and FTP settings
• Custom captions

Detailed Information: JDF Switch

Label Printing#

Included Settings:

• Material Category used for Substrates
• Default label gap across
• Default Substrate margin added to the die width

Detailed Information: Labels: Flexo and Digital

Leave Manager#

Included Settings:

• Holidays
• Leave Rules
• Leave Types
• Weekend days

Materials & Inventory#

Included Settings:

• Settings to manage Material Movements
• Automatic costing settings
• Flexo Dies category

Detailed Information:

• Inventory Reports
• Material Movements
• Materials Settings

Output (Print, PDF, Email)#

Included Settings:

• Email templates and stationery
• The WYSIWYG HTML editor (version 26.05 and later)

Detailed Information: Output

Payment Gateways#

Included Settings: SnapScan - Merchant SnapCode

Detailed Information: Customer Invoices

Planning Board#

Included Settings:

• Combine services
• Enable timekeeping
• Hide new tasks
• Update Planning Board (Menu Caption & SQL)

Detailed Information: Production Planning - Settings

Point of Sale (PoS)#

Included Settings:

• User-defined captions
• Login settings
• Default customer
• Ledger entries
• Lookup lists
• Service Category
• Templates

Detailed Information: Ledger List Views

Purchase Orders#

Included Settings:

• Copy conditions
• Due date setting
• Updating prices

Detailed Information:

• Materials Settings
• Purchase Orders

Quotations#

Included Settings:

• Custom captions
• Templates
• Description formats
• Price rounding
• Printing defaults
• Lookup lists
• Estimate controls
• Workspace module

Detailed Information:

• Quotations
• Quotations - Notifications
• Workspace

Recent Changes:

• Quotations > Delete Quotations (PDF Docs) older than (Enter number of months) (Default = 6): Deletes Quotation PDF documents older than the number of months entered, to prevent the database from becoming too large. The delete runs when users log in to BOS Pro.

Reports#

Included Settings: Show company name in header

Detailed Information:

• Statement of Financial Position
• Statement of Profit or Loss
• Trial Balance

Sales Orders#

Included Settings:

• Auto conversion to Fixed Unit Price
• Lead days to due and required dates
• Editing the date
• Setting the outstanding quantity

Detailed Information:

• Customer Invoices
• Sales Orders
• Sales Orders - Notifications
• Work Orders

Service Manager#

Included Settings:

• Category for sales reporting
• Sales messages

Detailed Information: Service Manager - Setup and Settings

System#

Included Settings:

• Character set
• Online library server address
• Version

Detailed Information:

• BOS Professional Versions
• Online Library

Time and Attendance#

Included Settings: Disable camera

Detailed Information: HR Time and Attendance Tutorial

Tracker#

Included Settings: Auto logout

Detailed Information: Tracker

Work Orders#

Included Settings:

• Copy due date from Sales Order
• Default reference
• Default font size for specification

Detailed Information: Work Orders

Recent Changes: 

• Work Orders > Default Set Work Order Reference: The options are:
  • SO Item Description (Default)
  • SO Reference
  • SO Reference + Item Description
• Work Orders > Delete Worktickets (PDF Docs) older than (Enter number of months) (Default = 6): Deletes work ticket PDF documents older than the number of months entered, to prevent the database from becoming too large. The delete runs when users log in to BOS Pro.

Workspace#

Included Settings: Select modules

Detailed Information: Workspace

General Settings: Detailed Explanations#

User Settings#

• User settings have two functions. First, they control what users can access, and second, they customise the software for a specific user.
• User Access lists every access setting in one place.

Accounting#

Included Settings:

• Access to accounting modules
• Level of access (e.g. User or Supervisor)
• Ability to override Trial Balance errors

Detailed Information:

• Accounting Budgets
• Bank Reconciliation
• Customer Credit Notes
• Customer Invoices
• Customer Settings and Categories
• Financial Close Off
• Ledger List Views
• Supplier Debit Notes
• Supplier Invoices
• Suppliers - Settings and Categories

Calendar#

Included Settings:

• Private or public calendar
• Editing access of company calendar

Detailed Information: Calendar

Campaigns#

Included Settings:

• Access allowed
• Deleting allowed

Detailed Information: Campaigns and Contracts

Copy Rules#

Included Settings:

• Access to copy various transactions

Detailed Information:

• Campaigns and Contracts
• Copy Rules
• Customer Credit Notes
• Customer Invoices
• Delivery Notes
• Material Movements
• Purchase Orders
• Quotations
• Sales Orders
• Supplier Debit Notes
• Supplier Invoices
• Work Orders

Default Templates#

Included Settings:

• Selection of default templates for the user

Detailed Information:

• Customer Credit Notes
• Customer Invoices
• Delivery Notes
• Output
• Purchase Orders
• Quotations
• Sales Orders
• Transfer Orders
• Work Orders

Default Transactions View#

Included Settings:

• Sets default filters for various transactions

Detailed Information:

• Campaigns and Contracts
• Customer Credit Notes
• Customer Invoices
• Delivery Notes
• Material Movements
• Purchase Orders
• Quotations
• Sales Orders
• Supplier Debit Notes
• Supplier Invoices
• Work Orders

Delivery Notes#

Included Settings:

• Access allowed
• Deleting allowed
• Creation (new) allowed

Detailed Information: Delivery Notes

Email#

Included Settings:

• Stationery setup
• SMTP settings
• Email access

Detailed Information: Email Settings

General#

Included Settings:

• Access to various modules:
  • Asset Register
  • Attachments Module
  • Batch Updates
  • Branch Transactions
  • Form Designer
  • Non-Conformance Reports
  • Timekeeping

  Detailed Information:

  • Asset Register
  • Attachments
  • Contacts
  • Customer Settings and Categories
  • Form Designer
  • Grid Views
  • Non-Conformance Reporting
  • Timekeeping
• Access to various features:
  • Disable editing of rep
  • Export grids and email excel
  • Local drives
  • Save Grid (All Users)

Human Resources#

Included Settings:

• Access allowed

Detailed Information:

• HR Time and Attendance Tutorial
• Leave
• Staff Summary

Job Summary#

Included Settings:

• Access allowed
• Opening the summary in the main panel

Detailed Information: Job Summary

Materials & Inventory#

Included Settings:

• Inventory access allowed
• Material movement options (e.g. editing, deleting)
• Stock check access
• Signage view access

Detailed Information:

• Inventory - Settings and Information
• Inventory Reports
• Material Movements
• Materials Price Manager
• Materials Settings
• Signage
• Signage
• Transfer Orders

Planning Board#

Included Settings:

• Automatic refresh
• Editing allowed
• Access to settings

Detailed Information: Production Planning - Settings

Point of Sale (PoS)#

Included Settings:

• Access overall and to all the features
• PoS Login Pin
• Ability to import
• Ability to view transactions

Detailed Information:

• Inventory - Settings and Information
• Inventory Reports
• Materials Price Manager
• Sales Orders

Purchase Orders#

Included Settings:

• Access allowed (None, All or Own (User)) including editing, new, deleting and output
• Change status up only
• Defaults: Copy instructions from Work Orders
• Defaults: Inventory location

Detailed Information:

• Inventory - Settings and Information
• Inventory Reports
• Output
• Purchase Orders

Quotations#

Included Settings:

• Change status up only
• Access to features: copying, deleting, new, editing, output
• Disable Cost Centre Rates in estimating
• Access to view including Costing, Materials & Service, Pricing

Detailed Information:

• Output
• Quotations
• Quotations - Notifications

Reports & Dashboard#

Included Settings:

• Dashboard settings (e.g. refresh, columns, reports allowed)
• Access allowed - Edit Reports and Reports

Detailed Information:

• Custom Reports
• Dashboard

Sales Orders#

Included Settings:

• Change status up only
• Access to features: deleting, editing, new, output, viewing
• Default inventory location

Detailed Information:

• Inventory - Settings and Information
• Inventory Reports
• Sales Orders
• Sales Orders - Notifications

Service Manager#

Included Settings:

• Access allowed
• Access to features: deleting, edit responses, settings, view all customers

Detailed Information:

• Customer Settings and Categories
• Service Manager - Setup and Settings

Setup#

Included Settings:

• Access to the setup of various modules

Detailed Information:

• Costings
• Customer Invoices
• Customer Settings and Categories
• Estimating Settings and Information
• Materials Price Manager
• Products
• Staff
• Standard Estimating Information
• Suppliers - Settings and Categories

System#

Included Settings:

• Default Module (Open on Startup)
• QuickEasy Password
• System Administrator

Tracker#

Included Settings:

• Custom Firebird Stored Procedure - Create / Execute
• Access to digital Delivery Notes
• Various timekeeping settings
• Tracker Login Pin
• Enter a note when timekeeping is stopped

Detailed Information:

• Delivery Notes
• Non-Conformance Reporting
• Tracker

Work Orders#

Included Settings:

• Change status up only
• Default inventory locations
• Access to features: deleting, editing, new, output, viewing, status

Detailed Information:

• Inventory - Settings and Information
• Inventory Reports
• Output
• Work Orders
• Work Orders - Notifications

Workflow#

Included Settings:

• Auto refresh
• Open (reminders / workspace)
• Access set Supervisor and User access
• View other's reminders

Detailed Information: Workspace

User Settings: Detailed Explanations#

Alerts (Tab)#

Select the module, then click Add to add an alert, and Refresh to reload the list. The modules are:

• Quotations
• Sales Orders
• Purchase Orders
• Supplier Invoices

Fields Explained#

Alerts per Module#