Misc other

There are a many minor settings that can be done, usually limited to simple definitions, like what kinds of phone type and emails you want to store on a customer or person.

Customer class

This is a way to classify customer, all you need to enter is a name for each class, example of customer classes can be Customer, Supplier, Reseller, Partner, Suspect, or Prospect. All depending on your needs and workflow.

Customer type

This is more basic than customer class, there are some predefined types like C - Company, P - Person, O - Organisation, A - Animal. PIck the ones you want to use. In the normal installation Company and Person are activated.

Eaddress types

Here you define what kind of electronic address you want to store on customers. Email and phone numbers are usually helpful to know. So is Fax and mobile phone number. You can also enter web addresses, IM addresses of different types or even split up web addresses to you have several kinds of addressThe basic table es available. You will have to define what code you use for emails so the system will know what value to use to send emails.

Addess types

This is similar to eaddress but revoles around physical addresses instead, so invoice address, shipping address, main address, Department address or old address if you don't want to delete the previous address from the system when the customer moves.

Countries

You can define the countries you want to be able to access here. There is a ready made list of all countries that is inserted when you install the system. If you want to keep the dropdown limited you can delete the ones you're not interested in. The values entered is the country code, the three letter long standard ISO code for countries. The short_code, is the two letter ISO country code (also used as TLD names for countries). The country name itself is stored as the description and a phone code.

User roles.

This is to define relationships between users in the system. It's not used by the system for anything, it's just to record for others how people work together. You define both parts of the relationship, so if you have for example "reports to" the other column should be "get's reports from". You can have works with, shares office with, has mentor, or anything else that makes sense in your environment.

Departments

Here you can enter a list of the departments that exist in your company. Note that this is not linked to legal entity. The user you enter is the one responsible for this department.

Timezones

This is a simple list of timezones and what country that timezone applies to. There is a ready made list that is imported at start.

Currency

This list is used to defined what currencies should be used in the system. If automatic currency rate updates are not available it is possible to also enter the rates here. Automatic updates are recommended if more than one currency is needed, currency rates should be entered as the reverse rate for calculations to work and that can be confusing and lead to errors.

With automatic updates a full historical record is also kept, and it's possible from some sources to get such a historical record automaticaly as well. With automatic updates the base currency will first have to be selected on the configuration screen. In the currency rate table, the default currency will have the rate of 1. All currency values stored are collected with both a value and a currency, so convertions to the base currency is never stored permanently. That makes it possible to change the base currency at a later date, as long as the historical currency table can also be updated. If values for that is taken from an external source the simples is to simply delete the historical table and fetch it again.