Preferences                  

 

To access Preferences from the menu bar of the main TeleTracker Online screen, click View, then Preferences.  The selections made in this section will result in individual Location default settings.  However, the majority of selections made in Preferences may be overridden at the source document.

 

 

Invoices

Field Defaults

Item Tax:  Select the Locationís appropriate, default item tax.  This field selection directly affects the automatic sales tax calculation for each invoice generated within the Location. This default field, as well as many others throughout TeleTracker Online, may be overridden at the point of sale.  You may perform a lookup of the Locationís available item taxes by clicking on the magnifying button, located to the right of the field, and selecting the desired, default item tax.   

 

Print Notes:  This box determines whether or not individual invoice notes automatically print on the Locationís sales invoices.  To print notes as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Air Time Tax:  This field corresponds to the Pager Billing module within TeleTracker Online, which is not yet functional.  However, when available and applicable, this field selection will directly affect the automatic air time tax calculation for each invoice generated within the Location.  This default field, as well as many others throughout TeleTracker Online, may be overridden at the point of sale.  You may perform a lookup of the Locationís available air time taxes by clicking on the magnifying button, located to the right of the field, and selecting the desired, default air time tax.  

 

Air Time Tax Required:  This box corresponds to the Pager Billing module within TeleTracker Online, which is not yet functional.  However, when available and applicable, this box determines whether or not the air time tax field is a required field when generating invoices within the Location. To make this a required field at the point of sale, click within this box.  To suppress the requirement of this field at the point of sale, leave this box empty.

 

Lead Source:  You may perform a lookup of the Locationís available lead sources by clicking on the magnifying button, located to the right of the field, and selecting the desired, default Lead Source.  

 

Lead Source Required:  To make this a required field at the point of sale, click within this box.  To suppress the requirement of this field at the point of sale, leave this box empty.

 

Salesperson From:  This field selection determines the commission recipient of the Locationís sales invoices.  By clicking on the dropdown box to the right of the field, you may select from one of the three following options:

 

1) CUSTOMER- This selection will result in the salesperson identified within the respective customerís master file as the commission recipient of sales invoices.

2) USER- This selection will result in the user who is logged in at the point of sale as the commission recipient of sales invoices.

3) NONE- This selection will result in the omission of a commission recipient of sales invoices.  This default field, as well as many others throughout TeleTracker Online, may be overridden at the point of sale.

 

 

Behavior

Print after saving:  This box determines whether or not the Locationís sales invoices automatically print once they are saved.  To print sales invoices as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Close window after saving:  This box determines whether or not the sales invoice window will close automatically within the Location once the sales invoice is saved.  To close the sales invoice window as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Log out after printing:  This box determines whether or not the user will be automatically logged out of the Location once the sales invoice has been printed.  This feature is especially useful when multiple users are sharing the same computer.  To log out users after printing sales invoices as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Calculate Tax after Rebates:  This box determines whether or not rebates are automatically included as taxable items in the Locationís sales invoices.  To include rebates in sales tax calculations as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Allow Upgrade Activation on SIM:  This box determines whether or not upgrade activations on SIM cards can be automatically authorized when creating the Locationís sales invoices.  To upgrade activations on SIM cards as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Phone# Required on Activation:  This box determines whether or not the user is required to enter a phone number when creating an activation within the Locationís sales invoice module.  To require phone numbers to be entered when creating activations at the point of sale as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Approval Required on Activation:  This box determines whether or not the user is required to enter an Approval number when creating an activation within the Locationís sales invoice module.  To require Approval number to be entered when creating activations at the point of sale as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.

 

Allow SN Dropdown List:  This box determines whether or not the user is allowed to manually select a serial number form a drop-down list when selling a serialized item.  The user can select the serial number on the Products Sold TAB of the Invoice.  When this box is not checked, the user must type the serial number exactly or scan the serial number with a barcode scanner.

 

Bind SIM Mandatory:  This box determines whether or not the user is required to bind a SIM card to a GSM Handset.  When one of each product are placed on the Invoice, and the Bind SIM Mandatory box is checked, TeleTracker Online will bind the two products automatically.  If two or more of each product are placed on the invoice, TeleTracker Online will prompt the user to identify what SIM binds to what GSM Handset.  This preference apply only to SIM cards and GSM Handsets.  For setup instructions, visit the Product Master File help file.

 

 

Default Bins

Sale:  This field determines the bin from which the Locationís inventory will automatically be removed from when sales invoices are created.  You may make your desired, default selection by clicking on the drop-down box to the right of the field.

 

Swaps: This field determines the Locationís bin in which swaps received will automatically be returned to at the point of sale.  You may make your desired, default selection by clicking on the drop-down box to the right of the field.

 

Trade:  This field determines the Locationís bin in which trade-ins received will automatically be returned to at the point of sale.  You may make your desired, default selection by clicking on the drop-down box to the right of the field.  This function is not yet currently available.

 

 

Walk-In Customer Code

Code:  Select the appropriate customer code that will be used for the Walk-In Customer.  When this field is blank, the Walk-In button on the Select Customer Type window will be disabled.

 

 

Output

Print Plan Options:  Check this box to print plan options on the TeleTracker Online Invoice.

 

Print Disclaimer Descriptions:  Check this box to print Disclaimer descriptions.

 

 

 

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