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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s
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 customer’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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 Location’s 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.
-- General -- Invoices -- Purchase Orders -- Store Transfers -- Inventory Adjustments -- Customer Returns --
-- Customers -- Vendors -- Merchant Service -- Accounting -- Product Exchange --
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