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Admin Options

Admin Options is the central place to configure system-wide behavior that applies to all users. Changes here affect everyone immediately - a confirmation dialog appears before any save completes.

:::note[Quick start]

  • Path: System → Configuration → Admin Options
  • Access: System Administrator permission required
  • Impact: Changes apply to all users immediately - there is no staging or preview :::
ActionPath
Open Admin OptionsSystem → Configuration → Admin Options

How It Works

Use the Module dropdown to select a configuration category. The page loads that module’s options; use the Search box to filter rows by keyword within the current module. Changing the Module resets the view.

When ready, click Save at the top or bottom of the page. A dialog titled “Save Admin Options” appears: “Changes on this screen apply to all system users. Confirm Changes?” Click OK to confirm or Cancel to abort.

System Settings

System Settings contains general behavior controls and a set of checkbox toggles.

Numeric and dropdown Admin Options:

Admin Option#Values
Decimals in Currency560 – 4, or Control Panel Default
Next Report Number84Number
Date Control # of Months508Number
Date Control Style511Minimal, With Buttons, Verbose
Additional Safe Buttons (Edit Page Toolbar)278Text

Checkbox Admin Options (enable by checking):

Admin Option#
Equipment Leasing125
Enable Job System219
Disable Supplier Select Persistence220
Disable Customer Select Persistence221
Disable Job Select Persistence222
Automatically Create Employees254
Skip Header Pages On Create282
Redirect To Order Screen On Order Fulfillment286
Create Supplier Catalog Entry On Import69
Require Approvers to have Signature on File512
Apply Discounts after Tax Calculation518
Receive On Hold Locations800
Issue On Hold Locations801
Move On Hold Locations802
Transit On Hold Locations803
Receive Purchase Orders On Hold Locations804
Issue Shipping Orders On Hold Locations805
Issue Work Orders On Hold Locations806
Allow Purchase Order Returns On Hold Locations807
Allow Shipping Order Returns On Hold Locations808
Allow Work Order Returns On Hold Locations809

Numbers

The Numbers module controls the format and next value for every auto-numbered document type. Each row shows three columns: Format (the mask), Example (a live preview), and Next Value (the spinbutton for the next number to assign).

Format mask syntax:

  • # = one digit (number of # characters sets digit width, e.g. PO-##### → PO-00042)
  • Date tokens: YY = 2-digit year, YYYY = 4-digit year, MM = 2-digit month, DD = 2-digit day
  • Set Next Value to -1 to disable auto-numbering for that document type

Configurable number sequences:

Format Admin Option#Next Value Admin Option#
Purchase Order Style1Next PO Number1
Manifest No. Style2Next Manifest Number2
Shipping Order Style3Next Shipping Number3
Appointment No. Style5Next Appointment5
Move Tx. Style29Next Move Number29
Asset No. Style39Next Asset Number39
Work Order Style40Next Work Order40
Lease No. Style41Next Lease Number41
Adjustment No. Style42Next Adjustment Number42
Serial No. Style43Next Serial Number43
Inventory No. Style48Next Item Number48
Invoice No. Style49Next Invoice Number49
Repair No. Style74Next Repair Number74
In-Transit No. Style110Next In-Transit Number110
Customer No. Style111Next Customer Number111
Cycle Count No. Style166Next Cycle Count Number166
RFQ No. Style177Next RFQ Number177
Lot No. Style190Next Lot Number190
Custom Field #1 Style210Next Number210
Custom Field #2 Style214Next Number214

Number Validation Rules

When saving the Numbers module, the system validates changes before applying them:

  • Lowering a Next Value without also changing the format is blocked for non-SuperAdmin users. To decrease a Next Value, update the format in the same save.
  • Changing a format without changing the Next Value (where Next Value ≠ 1) prompts for confirmation before saving.
  • Move Tx. and Cycle Count do not support manual numbering - setting Next Value to -1 is not permitted for these sequences.

Email

The Email module configures the outgoing mail server. Fields ending in / Key or / Secret support API key–based providers such as Mailjet (in-v3.mailjet.com) in addition to standard SMTP.

Primary mail server:

Field#
Mail From601
Mail Host602
Mail User / Key603
Mail Password / Secret604
Mail Port605
Mail SSL606

Secondary mail server (failover host):

Field#
Secondary Host612
Secondary User / Key613
Secondary Password / Secret614
Secondary Port615
Secondary SSL616

Other Modules

The Module dropdown includes additional categories for module-specific Admin Options. Each module below shows its key configurable options.

Defaults

Sets the default values pre-populated when creating new records.

Option#
Receiving Spot6
Units of Measure8
Package9
Payment Terms10
ShipVia11
Default Receive Reason283
Default Issue Reason284
PO Supplier Item display order57

Default opening statuses for Item Master List, Asset, User, Appointment, PO, SO, WO, Repair Order, Customer, and Supplier records are also configured here (#233–#243).

Inventory

Option#
Move Screen Type23
Restocking Safety Stock Calculation31
Restocking Calculation Range32
Committed Quantities37
Always add Items to Warehouse515
Reorder Logic517

Key checkboxes: Require “Use Serial” flag for Serials on Receive (#24), Permit Discontinued Items In Stock (#101), Restrict New Items From All Warehouses (#165), Enable Category Filter On Item Master List (#223), Merge Items Utility (#273), Enable Direct Warehouse Transits (#507), BOM - Disable Duplicate Lines (#531).

Cycle Count

Option#
Cycle Count Default View198
Cycle Count - Auto Save526

Key checkboxes: Enable Cycle Count Approval (#170), Enable Cycle Count Bulk Serial Counting (#174), Assign Duplicate Cycle Count Stock To Oldest Record (#274), Cycle Count: Allow Post Without Review (#810).

Receiving

Option#
Receiving Screen View73
Allow User To Select Receiving Screen View73
Date In Override Range (Days)527

Key checkboxes: Update Default Cost on PO Receive (#13), Do not split line items when receiving (#113), Allow PO Load (#200), AutoFill Location/Reference when receiving (#505), Load PO Pricing on Manual Receive (#532).

Appointments

Option#
Filter Inventory By Settings87
Backorders172
Backorder Separator172
Supplier Option to Filter By503

Checkboxes: Allow duplicate items (#98), Allow one-time buys (#135).

Purchase Orders

Key checkboxes: PO Approval Process (#120), Multi Level PO Approval (#106), Warn if receive qty greater than PO qty (#132), Only items on PO can be received (#133), Auto Complete Fulfilled Orders (#292), Enable Supplier Catalog Price Levels (#510), Enable Minimum Supplier Amounts (#550).

Option#
Filter Inventory By Settings87
Purchase Order Footer Text231
PO Footer Address Override270
Backorders280
Quick PO Default View34
Quick PO Default Search35

Issuing

Option#
Issue Screen View80
Date Out Override Range (Days)525
Custom Issue Filter 1268
Custom Issue Filter 2269

Key checkboxes: Allow Auto Load (Load All) (#21), Always show Issue Slip when Issuing (#224), Show Cost on Issue Slip (#225), AutoFill Reference when Issuing (#506).

Shipping Orders

Key checkboxes: SO Approval Required (#82), Price Deviation Warning (#36), Allow Short Issues (#50), Pack Shipping Orders (#153), Assign Invoice Number After Order Fulfilled (#266), Pick List - Order By Most Efficient Path (#501), Enable Case Pricing Levels on Orders (#502).

Option#
Backorders71
Price Deviation Warning Threshold (%)86
Price Deviation Warning Min. Dollar Amount92
Quick Order Default View168
Quick Order Default Search173
Filter Inventory By Settings520

Work Orders / BOM

Key checkboxes: WO Approval Process (#193), Allow PO creation from WO (#194), Allow partial assemblies (#123), Components are critical by default (#126), Allow Production Overruns (#83), Allow Cost Approximation On Work Order Components (#276).

Option#
Backorders121
Short Stock Notice211
Assembled Stock Expiration213

Assets

Option#
Depreciation Method 144
Depreciation Method 245
Lifetime 1 (in months)46
Lifetime 2 (in months)47

Repair Orders

Option#
Screen startup filter default75
Create new order with this status76
Order complete status77
Repair Unit Type127

Logos

Assigns the logo/header image used on each printed document type. Images are selected from Custom Objects uploaded to the system.

Document#
Purchase Order51
Generic Reports52
SO - Packing Slip53
SO - Invoice54
Work Order55
Appointments136
Repair Order137
Bill of Lading180

Documents

Documents controls label assignments, printed document display options, and invoice text customizations.

Label assignments - select the label design used when printing each type:

Label Type#
Serial Label63
Inventory Label64
Item Label65
Location Label66
Asset Label67
Receiving Label68

Invoice text - customize the printed labels on invoices:

Field#
Custom Invoice Text258
Custom Invoice Label 1259
Custom Invoice Label 2260
Custom Invoice Text 2262
Custom Invoice Text 3263

Key checkboxes: Enable Item Barcodes On SO Picklist (#90), Enable Item Barcodes On WO Picklist (#91), Enable 4x6 Packing List (#202), Show Barcode On Invoice (#245), Show Item Alias on Packing Slip (#261), Picklist - Show All Available Stock (#264), Show received quantity on PO (#275), Prefer Notes over Description on SO Documents (#522), Prefer Notes over Description on PO Documents (#523).

Template Overrides (SuperAdmin only)

SuperAdmin users see an additional set of fields that replace the document template used for each printed document type. Enter the filename of a custom template; leave blank to use the system default.

Document#Default template
Custom Pick List158PickList
Custom Packing Slip159standardPackingSlip
Custom BOL160standardBOL
Custom Lease Slip163leaseSlip
Custom Invoice188invoice
Custom Purchase Order203standardPO
Custom TransitSlip204standardTransitSlip
Custom Inv. Catalog205inventoryCatalog
Custom Barcode Catalog206inventoryBarcodeCatalog
Custom Shipping Label207shippingLabel
Custom Receiving Label217locationLabel

Mobile

Controls mobile app behavior across transaction types, including signature requirements, barcode format patterns, and scan preload settings.

Signature requirements - enable to require a captured signature for each transaction type:

Transaction#
Receive Signatures303
Issue Signatures304
Move Signatures305
Transit Signatures306
Lease Signatures307
Certify Signatures308
Package Signatures309
Purchase Signatures310
Shipping Signatures311
Work Signatures312
Delivery Signatures321

Barcode formats - string patterns the scanner uses to identify each item type:

Format#
Barcode Item Format315
Barcode Serial Format316
Barcode Inventory Format317
Barcode Location Format318
Default Receive Reason319
Default Issue Reason320

Key behavior checkboxes: Disable Persistent Location (#300), Disable Persistent Items (#349), Disable Item Selects (#302), Hide Serial Fields (#313), Enable Default Location (#322), Enable Bulk Move (#323), Enable Bulk Transit (#324), Enable Zero Cycle Count (#325), Enable Bulk Receiving (#347), Enable Bulk Leasing (#348).

Access

Admin Options requires Security ID 159. Only users in groups with this permission can open the page.

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