•Company Name - Your company name

•Company Address 1 - Your company address line 1.

•Company Address 2 - Your company address line 2.

•Company Address State - Your company address state or territory.

•Company Address Postcode - Your company address postcode.

•Australian Company Number - Your Australian company number (ACN).

•Australian Business Number - Your Australian business number (ABN).

•Telephone Number - Your company telephone number.

•Fax Number - Your company fax number.

•Company Web Address - Your company web address.

•Standard Company Logo BMP - Your company logo filename.

•Company Document Header BMP - Your company document header filename. Note: Where a company document header is not specified, the standard company square logo will be used with the above company name/address details printed beside the logo.

•Default Tax Code -The default tax code.

•Default Currency - Default is blank for AUD, please contact support@bbsoftware.com.au if your default currency is not AUD.

•Freight Tax Code - The default tax code for freight.

•Sales Tax Calculation - The tax calculation method for sales transactions

oWholesale - GST is rounded on each line of a transaction to three decimal places, and then rounded at the end of transactions to two decimal places to allow the GST amount to be 1/10 of the sub-total where all items incur GST,

oRetail - GST is rounded on each line of a transaction to two decimal places to allow GST inclusive prices to be displayed correctly.

•Purchasing Tax Calculation - The tax calculation method for purchase transactions

oWholesale - GST is rounded on each line of a transaction to three decimal places, and then rounded at the end of transactions to two decimal places to allow the GST amount to be 1/10 of the sub-total where all items incur GST,

oRetail - GST is rounded on each line of a transaction to two decimal places to allow GST inclusive prices to be displayed correctly.

•Current Debtors Period - The current debtors period

•Current Sales/Inventory Period - The current sales period

•Data Entry Lock Period - Data cannot be entered prior to this period without entering a level 1 override password

•Slogan for External Docs - Slogan to appear on the bottom of all external documents. (eg. A one liner slogan for your business).

•Use '4'+BBS Code for Products without SKUs -

oYes to display products without SKUs with a  '4'+BBS code as the product code (only relevant if SKU has been selected above).

oNo or leave blank to not display products without SKUs with a  '4'+BBS code as the product code.

•Use Sales Rep Department on Transactions for Branding -

oYes - Sales Rep Code department will be used to determine document Branding. (Blank = Yes)

oNo - Customer Account Manager Rep Code department will be used to determine document Branding.
 

Quote Settings:

•Product Code on Quote - The product code to display on quotes.

oNo Product Code = No product code will be displayed.

oBBS Code = BBS code will be displayed.

o SKU/EzCode/OC Item = SKU will be displayed.

oOEM Code = Manufacturers part no will be displayed).

•Quote Terms and Conditions - Quote terms and conditions text.

Price Comparison Settings:

•Price Comp T&Cs - Price Comparison terms and conditions text.

Customer Order Form Settings:

•Cust Order Form T&Cs - Customer Order Form terms and conditions text.

Statement Settings:

•Show On Account on Statements -

oYes - to display 'On Account' amounts on Statements.

oNo or leave blank not to display 'On Account' amounts on Statements.

•Show A/R Journals on Statements -

oYes - to display debtors journals on Statements.

oNo or leave blank not to display debtors journals on Statements.

•Show EFT Details for bank - The bank code to display EFT details on statements for.

•Remittance Format -

oCheque/EFT Remittance - Cheque and EFT details will be displayed on the remittance.

oEFT Remittance Only - EFT details will be displayed on the remittance.

oEFT and Online Payments - EFT and Online Payment details will be displayed on the remittance. Note: To use Online Payments, your system must be configured for our Secure Online Payment Platform.

oEFT, Online Payments and Phone Payments - EFT, Online Payment and Phone payment details will be displayed on the remittance. Note: To use Online Payments, your system must be configured for our Secure Online Payment Platform.

Invoice Settings:

•Show Product Code on Invoice - The product code to display on invoices.  

oNo Product Code = No product code will be displayed.

oBBS Code = BBS code will be displayed.

oSKU/EzCode/OC Item = SKU will be displayed.

oOEM Code= Manufacturers part no will be displayed.

•Show Invoice Terms and Conditions - Invoice terms and conditions text.

•Show Static Message - Static message text to appear on invoices.

•Show EFT Details for Bank - The bank code to display EFT details on invoices for.

•Show Rep Name -

oYes to display rep name on invoices.

oNo or leave blank to not display rep name on invoices.

•Show Web Order Box -

oYes to display web order.

oNo or leave blank to not display web order box on invoices.

•Show Total Wgt -

oYes to display total weight of products.

oNo or leave blank to not display total weight of products on invoice.

•Show Warehouse Address on Remittances -

oYes to use warehouse address on invoice remittance slip.

oNo or leave blank to use company address on invoice remittance slip.

•Indent Address for Window Face Envelopes -  

oYes to indent the address on invoices to suit window faced envelopes.

oNo or leave blank to not indent the address on invoices to suit window faced envelopes.

•Inv Format -

oGST Exclusive leave blank to display prices on invoices as exclusive of GST.

oGST Inclusive to display prices on invoices as inclusive of GST.

•Email Address for Remittance Advices - Email address to display on invoice remittance slip.

•Remittance Format -

oCheque/EFT Remittance - Cheque and EFT details will be displayed on the remittance.

oEFT Remittance Only - EFT details will be displayed on the remittance.

oEFT and Online Payments - EFT and Online Payment details will be displayed on the remittance. Note: To use Online Payments, your system must be configured for our Secure Online Payment Platform.

oEFT, Online Payments and Phone Payments - EFT, Online Payment and Phone payment details will be displayed on the remittance. Note: To use Online Payments, your system must be configured for our Secure Online Payment Platform.

Delivery Docket Settings:

•Show Product Code on Del Dkt - The product code to display on delivery dockets.

oNo Product Code = No product code will be displayed.

oBBS Code = BBS code will be displayed.

oSKU/EzCode/OC Item = SKU will be displayed.

oOEM Code = Manufacturers part no will be displayed.

•Show Weight -

oYes to display total weight of products.

oNo or leave blank to not display total weight of products on delivery docket.

•Del Docket Terms and Conditions - Delivery docket terms and conditions text.

•VoiPLine API Key - The VoiPLine Telecom supplied API Key.

Accounts Receivable:

•Sales Costing Method -

oAverage Cost - Average cost should always be used on stock controlled systems.

oStandard Cost - Standard cost should be used on systems where stock control in not used.

•A/R Documents Location String - The programming string indicating the location of the debtors attachments folder.

•A/R Templates Location String - The programming string indicating the location of the debtors templates folder.

•Show On Account on Statements -

oYes - to display 'On Account' amounts on Statements.

oNo or leave blank not to display 'On Account' amounts on Statements.

•Automatic Invoice Update -

oYes - invoices will be updated once printed (excluding invoices created in the POS module, these will update once the POS Till Reconciliation is performed and users select to update invoices).

oNo - invoices will not update once printed or when the POS Till Reconciliation is performed and users will required to update invoices manually. Please refer to Invoice Update for more information.

•Default Account Manager - The default account manager for new customers or click to search. If left blank, manual entry will be required.

•Default Market Code - The default market code for new customers or click to search. If left blank, manual entry will be required.

•Default Debtors Terms Code - The default debtors terms code for new customers. If left blank, manual entry will be required.

Debtors Control Accounts:

•Trade Debtors Account - The general ledger account number for Trade Debtors.

•Trade Debtors Cost Centre - The cost centre for Trade Debtors.

•Unposted Cash Account - The general ledger account number for unposted cash receipts.

•Unposted Cash Cost Centre - The cost centre for unposted cash receipts.

•Settlement Disc Account - The general ledger account number for settlement discounts.

•Settlement Disc Cost Centre - The cost centre for settlement discounts.

Sales Control Accounts:

•Cost of Goods Account - The general ledger account number for cost of goods sold.

•Cost of Goods Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Sales (w/GST) Account - The general ledger account number for sales with GST.

•Sales (w/GST) Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Sales (wo/GST) Account - The general ledger account number for sales without GST.

•Sales (wo/GST) Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Freight Income Account - The general ledger account number for freight income.

•Freight Income Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Material Price Variance Acc - The general ledger account number for material price variances.

•Material Price Variance C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Override Sales C/C Dept for Web/EDI Orders - The cost centre department to override Web/EDI Order sales to or click to search.

•Override COGS C/C Depot for Web/EDI Orders - The cost centre department to override Web/EDI Order COGS to or click to search.

•Override Stock C/C Dept for Web/EDI Orders - The cost centre department to override Web/EDI Orders stock to or click to search.

Accounts Payable:

•Default Bank Code - Default bank account for Creditors payments.

•A/P Documents Location String - The programming string indicating the location of the creditors attachments folder.

•A/P Templates Location String - The programming string indicating the location of the creditors templates folder.

Creditors Control Accounts:

•Trade Creditors Account - The general ledger account number for trade creditors.

•Trade Creditors Cost Centre - The cost centre for trade creditors.

•Other Creditors Account - The general ledger account number for other creditors.

•Other Creditors Cost Centre - The cost centre for other creditors.

•Settlement Disc Cost Centre - The cost centre for settlement discounts.

Stock Receipt/Creditors Interface Accounts:

•Receipt Accruals Account - The general ledger account number for receipt accruals.

•Receipt Accruals Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Purchase Price Variance Account - The general ledger account number for purchase price variances.

•Purchase Price Variance C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Purchase Discounts Account - The general ledger account number for purchase discounts.

•Purchase Discounts C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

Purchases Accounts (where I/C - G/L Interface is not used):

•GST Inc Purchases Account - The general ledger account number for GST inclusive purchases.

•GST Inc Purchases C/C - The cost centre for GST inclusive purchases.

•GST Ex Purchases Account - The general ledger account number for GST exclusive purchases.

•GST Ex Purchases C/C - The cost centre for GST exclusive purchases.

General Ledger:

•Number of Periods per year - The number of periods in the accounting year.

•P&L Appropriation Account - The general ledger profit and loss appropriation account.

•P&L Appropriation C/C - The profit and loss appropriation cost centre.

•Rounding Account - The general ledger account number for rounding.

•Rounding C/C - The cost centre for rounding.

•G/L Documents Location String - The programming string indicating the location of the general ledger attachments folder.

•G/L Templates Location String - The programming string indicating the location of the general ledger templates folder.

Integrated Payments:

•Eway API Settings:

•'Pay Now' API Key - The Eway supplied 'Pay Now' API Key.

•Rapid API Key - The Eway supplied Rapid API Key.

•Rapid API Password - The Eway supplied Rapid API Password.

•POS Payment Type for Integrated Web Order Payments - The POS payment type for integrated web order payments.

Payroll Processing:

•Secondary Multi-Factor Authentication Required for Payroll Module -

oYes - Secondary multi-factor authentication will be enabled and users when accessing the payroll module will be required to enter the MFA code sent via SMS to the user.

oNo - Secondary multi-factor authentication will be not be enabled.

•Default EFT Bank Code - Default Bank Account for EFT Employee Payments.

•Default Cash Bank Code - Default Bank Account for Cash Employee Payments.

•Default Cheque Bank Code - Default Bank Account for Cheque Employee Payments.

•Maximum note for coinage analysis - Maximum note for coinage analysis. Not applicable if no employees are paid in cash.

•Use Accounting Calendar as Payroll Calendar -

oYes - The payroll calendar will be the same as the accounting calendar.

oNo - The payroll calendar will be defined separate to the standard accounting calendar.

•PAYG Withheld Account - The general ledger account for PAYG withholding amounts.

•PAYG Withheld Cost Centre - The cost centre for PAYG withholding amounts.

•P/R Documents Location String - The programming string indicating the location of the payroll attachments folder.

•P/R Templates Location String - The programming string indicating the location of the payroll templates folder.

Payment Summary Settings:

•ABN/Withholding Number - The ABN/Tax withholding number.

•Branch - The branch number.

•Authorising Person - Name of authorising person for Payment Summaries.

•Payer (Company) Name - The Payer (Full Company Name)

Payroll Dates:

•Payroll Year - The current payroll year.

•Payroll Year Start Date - The payroll year start date.

•Payroll Year End Date - The payroll year end date.

•Payroll Period - The current payroll period.

•Payroll Period Start Date - The current payroll period start date.

•Payroll Period End Date - The current payroll period end date.

Single Touch Payroll Settings:

•Single Touch Payroll Enabled -

oYes - Payroll will be submitted to the ATO via STP, mandatory for BBS users.

•Ozedi Client ID - Your company's client ID number for our third party sending provider for STP reporting.

•Ozedi SSID - Your company's software subscription ID number for our third party sending provider for STP reporting.

SuperStream Settings:

•Use SuperStream-

oYes - Superannuation will be reported to the ATO via SuperStream.

•Ozedi Client ID - Your company's client ID number for our third party sending provider for SuperStream reporting.

•SuperStream Payment Method -

oAutomatic - Superannuation payments will be automatically deducted from your nominated bank account.

oManual - Superannuation payments will need to be uploaded using the ABA file or via a manual bank transfer.

Global Permissions:

•View Pay History -

oYes - Allows employees to view their pay history on the BBSEmploy Mobile App.

•Edit Employee Payslip Destinations -

oYes - Allows employees to edit their payslip destination on the BBSEmploy Mobile App.

•Edit Employee Addresses -

oYes - Allows employees to edit their address on the BBSEmploy Mobile App.

•Edit Emergency Contacts -

oYes - Allows employees to edit their emergency contact on the BBSEmploy Mobile App.

•Edit Employee Phone/Email -

oYes - Allows employees to edit their phone number and email address on the BBSEmploy Mobile App.

•Add/Edit Leave Requests -

oYes - Allows employees to add or edit unapproved leave requests on the BBSEmploy Mobile App.  

Email Notifications: Leave blank to disable the notifications.

•Personal Details Update Emails - A list of ; separated email addresses to receive notifications when an employee updates their personal details on the BBSEmploy Mobile App.

•Leave Request Emails - A list of ; separated email addresses to receive notifications when an employee submits or edits an unapproved leave request on the BBSEmploy Mobile App.

Registration:

•Register Employer - Allows users to register their business as a BBSEmploy Mobile app employer. An email will be sent to BBS Support for approval before you can register your employees for BBSEmploy mobile app access.

•Resend Verification Email - Allows users to resend the verification email to BBS Support.

•Register All Active Employees - Allows users to register all active employees where an email will be sent to invite employees to download the BBSEmploy app from the App Store.

•Deregister Employer - Allows users to deregister their business as a BBSEmploy Mobile app employer. Employees will no longer have access to their payroll information.

Sales Ordering:

•Enforce Credit Limits -

oYes - If the customer is over their credit limit, sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - credit limits are not enforced.

•Enforce Terms Days -

oYes - If the customer has an outstanding balance that is outside of their terms (plus any internal allowances made, eg a 30 day account can be set to hold orders if the customer has a 60 day balance by the 5th day of the month) sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - terms codes are not enforced.

•Hold Orders if no ABN -

oYes - If the customer masterfile is missing the ABN, sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - ABNs are not checked at order entry.

•Credit Hold Notify Email Address(es) - The email address credit hold notifications will be sent to.

•Sales Costing Method - The default cost to use on sales transactions.

oAverage Cost - Average cost should always be used on stock controlled systems.

oStandard Cost - Standard cost should be used on systems where stock control is not used.

•Select delivery addresses automatically -

oYes - If the customer has only a single delivery address, it will be selected automatically. Where the customer has more than one, users will have to select a delivery address.

oNo - Users must select a delivery address manually even if there is only a single delivery address.

•CRM Documents Location String - The programming string indicating the location of the CRM attachments folder.

•CRM Templates Location String - The programming string indicating the location of the CRM templates folder.

•Min Order Value allowed - Minimum order value allowed (without entering a managers override password) exclusive of GST.

•Order value freight free threshold - Minimum order value for free freight (without entering a managers override password) excluding GST.

•Min G/P% allowed on order - Minimum gross profit percentage allowed on order lines (without entering a managers override password).

•Standard freight charge on orders - Standard freight charge for orders under the freight free threshold (without entering a managers override password) excluding GST.

•Enter After-Sales Service Details in Order Entry -

oYes - Users will be asked to enter warranty and service agreement details when a product is added to a sales order where the Track Equipment in Service & Maint Module box has been ticked in Product Masterfile Maintenance.

•Default Ship Method - The default ship method that will be selected on sales orders and POS backorders.

oPart Ship OK - Pick/ship products in stock, backorder balance for shipping later.

oNo Part Ship - hold orders from picking/shipping until all goods are in stock.

oDirect Delivery - ship orders direct from suppliers to customers. (Can be changed on each sales order as required).

•Use Operator's Rep Code on Sales Order/Invoices -

oYes - Rep Code linked to operator entering sales will be used on orders & invoices.

oNo - Rep Code from Customers masterfile will be used on orders & invoices.

•Show Prices on Delivery Dockets by Default -

oYes - By default prices will be visible on delivery dockets.

•Show fully backordered items on Delivery Docket/Invoices -

oYes - Items that have been fully backordered will be visible on delivery dockets and invoices.

•Allow Direct/EBI P/O from S/O -

oYes - Allows Users with purchasing access to raise purchase orders for Direct Delivery & Exclusive Buy-In Sales Orders immediately.

oNo - Won't allow Users even with purchasing access to raise purchase orders for Direct Delivery & Exclusive Buy-In Sales Orders immediately.

•Set all backorders to No Part Ship -

oYes - When a sales order is invoiced that contains backorders, the sales order will be changed to no part ship so that it will not print for picking again until either all backorders have been receipted, or until a user reviewing the backorder report changes the order back to 'Part Ship OK'.

oNo - Sales orders retain their original ship type, meaning they will print for picking as backorder items are receipted in. (Excludes direct deliveries).

•Print Direct/EBI Sales Orders -

oYes - To print a hard copy of direct delivery and exclusive buy-in sales orders.

oNo or leave blank - To not print a hard copy of direct delivery and exclusive buy-in sales orders.

•Force Cust Ord No/Web Ord No on Sales Order -

oYes - Force entry of a customer order number/name or a web order number on all sales orders.

oNo or leave blank - Won't force entry of a customer order number/name or a web order number on all sales orders.

•Warn for Duplicate Cust Order No -

oYes - Users will receive a pop up warning of duplicate customer order numbers.

oNo - Users will NOT receive a pop up warning of duplicate customer order numbers.

•Freight Cost Recovery Product - The product code to use to record freight costs recovered on customer invoices.

•Unapproved NCN Notification Email Address(es) - A list of email addresses to receive email notifications of unapproved NCNs awaiting approval.

Pricing:

•Sales Costing Method - The default cost to use on sales transactions.

oAverage Cost - Average cost should always be used on stock controlled systems.

oStandard Cost - Standard cost should be used on systems where stock control is not used.

•Sell Price Decimal Places Allowed -

o2 - Recommended for wholesale/ex GST priced businesses.

o4 - Recommended for retail/inc GST priced businesses or businesses with a mixture of retail and wholesale.

•Allow Discount on Orders -

oYes - To allow discount percentage entry on sales order/invoice line items.

oNo or leave blank - Won't allow discount percentage entry on sales order/invoice line items.

•Use 'Catalogue' Prices -

oYes - For products with a List Price or Alternate Price, these prices will be considered in the pricing hierarchy depending on the customers' setup.

oNo - Display the List Price and Alternate Price but do not suggest them in the pricing hierarchy.

•Use 'Sell Now' Prices -

oYes - BBS will calculate a sell now price for products that the customer has previously purchased, using the current cost of the product to make the same margin again and this will be suggested in the pricing hierarchy.

oNo - Do not calculate Sell Now prices.

oDisplay Only - Calculate sell now prices and display them but do not suggest them in the pricing hierarchy.

•Use Volume Pricing -

oYes- BBS will suggest volume break prices if they exist on products when quantities are met.

oNo - Do not use volume prices.

oDisplay Only - BBS will display volume pricing breaks on products but will not suggest them when quantities are met.

•Mask Standard Sell with Catalogue Price -

oLess - Mask the standard sell price when the List Price is less than the standard sell price.

oMore - Mask the standard sell price when the List Price is greater than the standard sell price.

oNever - Do not mask Standard Sell Price ever.

oAlways - Always mask the Standard Sell Price with the List Price if a List Price exists on a product.

•Promo Price to Override Contract Price -

oLess - Override a contract price if the promo price is less.

oMore - Override a contract price if the promo price is more.

oNever - Do not override a contract price with a promo price.

oAlways - Always override a contract price with a promo price.

•Warehouse Specific Sell/Level Prices -

oYes- The standard sell price and 6 pricing level prices can be different in all warehouses.

oNo - The standard sell price and 6 pricing level prices will be the same in all warehouses.

•List Price Long Name - The list price long name, if blank will default to List Price.

•List Price Short Name - The list price short name, if blank will default to List Price.

•Alternate Price Long Name - The alternate price long name, if blank will default to Alternate Price.

•Alternate Price Short Name - The alternate price short name, if blank will default to Alt Price.

Special Pricing Level Settings: Up to 6 additional pricing levels can be defined, which customers can be linked to.

•Sell or Cost Price to Use -

oStandard/Future cost (Markup).

oAverage cost (Markup).

oLast cost (Markup).

oStandard Sell Price (Discount).

oCatalogue/List Price - List Price (Discount) (Standard Sell price will apply if zero).

oGov't/Edu Price - Alternate Price (Discount) (Standard Sell price will apply if zero).

•Level 1/2/3/4/5/6 Desc - Pricing level 1 to 6 descriptions.

Point of Sale:

•Require User Login to process POS Transactions - to track transactions on shared POS/Retail terminals

oYes with Password- A user is required to enter their BBS usercode and password in the POS screen to process a transaction unless they are using the POS from their own BBS login.

oNo - user codes recorded against POS transactions will be the users code that BBS is logged into.

oYes without Password - A user is required to enter their BBS usercode (without password) in the POS screen to process a transaction unless they are using the POS from their own BBS login.

oNo - Rep Code Required - A user is required to enter their BBS sales rep code (without password) in the POS screen to process a sale. Note: To use this option your system cannot be set to use Acct Mgrs code on sales orders and invoices it must be set to use operators rep code. Please refer to System Parameters > Sales & Customer Service > Sales Ordering for more information.

•POS Reconciliation Variance Acc - The general ledger account for POS reconciliation variances.

•POS Reconciliation Variance C/C - The cost centre for POS reconciliation variances.

•Default POS Sale Customer Account - The default cash sale customer account.

•Enforce Credit Limits -

oYes - If the customer is over their credit limit, sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - credit limits are not enforced.

•Enforce Terms Days -

oYes - If the customer has an outstanding balance that is outside of their terms (plus any internal allowances made, eg a 30 day account can be set to hold orders if the customer has a 60 day balance by the 5th day of the month) sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - terms codes are not enforced.

•Hold orders if no ABN -

oYes - If the customer masterfile is missing the ABN, sales orders can be entered but will be held from picking until released by an accounts person.

oNo or leave blank - ABNs are not checked at order entry.

•Account Payment Surcharge Account - The general ledger account for account payment surcharges.

•Account Payment Surcharge C/C - The cost centre for account payment surcharges.

•Append Cash/Cheques to existing 'C' Batches -

oYes - Cash/Cheques will be appended to existing 'C' batches when the POS Till Reconciliation is performed.

oNo - A new 'C' batch will be created when the POS Till Reconciliation is performed.

oAsk - Users will be asked if they wish to append to an existing 'C' batch.

•Email Address(es) to notify of voided sales - The email address(es) voided sale notifications will be sent to.

•Email Address(es) to notify of outstanding Till Recs - The email address(es) to receive email notifications where the POS Till Reconciliation has not been performed for a till login for previous days.

•Notify Till Operators of outstanding POS Till Reconciliations -

oYes - Emails will be sent to the email addresses associated to till logins where the POS Till Reconciliation hasn't been performed for previous days.

oNo - The email address associated to the till operator codes will not receive the notifications.

QuickPOS:

•QuickPOS Customer Account - The default QuickPOS customer account.

•EFTPOS Payment Type - The default QuickPOS EFTPOS payment type.

•Cash Payment Type - The default QuickPOS cash payment type.
 

Thermal Receipt Settings:

•Display Total Savings off RRP (Loyalty/Member Discounts) -

oYes - Will calculate and display the total savings the customer received based on their pricing settings. This is calculated as the difference between the sell price the customer was charged, ONLY if the customer was charged their default sell price for the product, and the Standard Sell Price (or List Price if used).

oNo - Savings will not be displayed.

•Display Total Savings from Promotions (Promotion Discounts) -

oYes - Will calculate and display the total discount received from Promotions.

oNo - Savings will not be displayed.

•Display Total Savings from Manual Discounts (Other Discounts) -

oYes - Will calculate and display the total discount based on manual discount percentages entered at the Point of Sale.

oNo - Savings will not be displayed.

Loyalty Program Settings:

•Loyalty Points System -

oDisabled - No Loyalty Points Settings.

oFinancial Year - Loyalty points will accrue and expire in the same financial year.

oRolling Periods - Loyalty Points will expire in a given number of periods.

•Number of Rolling Periods - Loyalty Points will expire after this number of periods. ie. 13 - Gives customers a maximum number of 13 months to claim points before they start to drop off, oldest period first.

•Loyalty Program Start Period - The period the Loyalty Program will start.

•Warning Email Address(es) - Email address(es) for Loyalty Claim warnings/errors.

•Loyalty COGS Account - The general ledger account for loyalty cost of goods sold.

•Loyalty COGS Cost Centre - The cost centre for loyalty cost of goods sold.

Purchase Ordering:

•Future Cost Price Decimal Places Allowed - Future cost (Buy Price) decimal places allowed, 4 is recommended for all vendors to account for different units of measure.

•How many months old should the future cost be to trigger a warning when raising purchase orders? -

oWarn when future cost is more than 'x' months old when raising purchase orders.

o0 - No warning.

•Prompt to Update Future Cost at Order Entry -

oYes - Will prompt users to update future cost if different on purchase order to product/vendor details at purchase order entry.

oNo - Will NOT prompt users to update future cost if different on purchase order to product/vendor details at purchase order entry.

Re-Ordering:

•How many days in the future should forward dated backorders be excluded from stock requirement calculations? -  

oExclude forward dated sales orders from purchasing calculations if more than 'x' days in advance.

o0 - Include all backorders in purchasing calculations regardless of pick date.

Stock Receipting:

•Prompt to Update Future Cost at Receipt -

oYes - Will prompt to update future cost if different on a stock receipt to product/vendor details at stock receipting.

oNo - Will not prompt to update future cost if different on purchase order to product/vendor details at stock receipting.

•Collect missing barcodes/bin locations for stock on receipt -

oYes - Will prompt to collect missing barcodes and/or bin locations at time of stock receipting.

oNo - Will not prompt to collect missing barcodes and/or bin locations at time of stock receipting.

•Print Product Labels in Receipting Confirmation -

oYes - Will default to print product labels in any of the supported sizes on products that have been configured for product labels when using Receipting Confirmation (Scan In).

oNo - Will not default to print product labels in any of the supported sizes on products that have been configured for product labels when using Receipting Confirmation (Scan In).

Inventory Control:

•Number of days prior to despatch to allocate stock - Allocate stock to forward sales orders 'x' days prior to despatch.

o0 - allocate stock to all orders when created regardless of pick date.

o1-999 - do not allocate stock to orders where the pick date is greater than this number of trading days in advance.

•Default Catalogue - The default external party catalogue.

•Default UOM - The unit of measure that all products will default to when created in Product Masterfile Maintenance.

•Default Warehouse - The warehouse code that all products will default to when created in Product Masterfile Maintenance.

•Qty Decimal Places Allowed -

o0 - Only sell products in whole numbers.

o1-5 - Allow fractional quantities to be entered.

•Stock/COGS Cost Price Decimal Places Allowed - Average Cost/Cost of Sales Costs decimal places allowed, 5 - recommended for all systems to ensure accurate stock costing.

•Use Stock - G/L Interface - Use Live Perpetual Stock -> Financials (G/L) Interface -

oYes - BBS will journal to the G/L all stock in/out transactions.

oNo - Stock will be handled manually in the balance sheet.

•Use System Generated Product Codes by Default -

oYes - In most cases, BBS will assign product codes automatically based on the settings on each product group.

oNo - Product Codes are determined manually by users when new products are created.

•Email Address(es) for Product Code Requests - Email address(es) for New Product Code Request notifications.

•I/C Documents Locations String - The programming string indicating the location of the inventory attachments folder.

•I/C Templates Location String - The programming string indicating the location of the inventory templates folder.

•Number of days+ of no movement for a product to be considered Dead Stock - The number of days of no movement for a product to be considered Dead Stock, 9999 - Will disable !DEAD STOCK! notations.

•Number of days+ of no receipts for a product to be considered Slow Moving - The number of days of no receipts for a product to be considered slow moving.

•Number of days+ of available stock for a product to be considered Slow Moving - The number of days of available stock for a product to be considered slow moving, 9999 - Will disable !SLOW STOCK! notations.

•Default Shelf/Product Label- The default shelf/product label size. Where a shelf/product label size is not populated, BBS will default to standard size 89mmx25mm.

Inventory Control Accounts:

•Stock Asset Account - The general ledger account number for stock assets.

•Stock Asset Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Stock Adj Account - The general ledger account number for stock adjustments.

•Stock Adj Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Stocktake Adj Account - The general ledger account number for stocktake adjustments.

•Stocktake Adj Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Receipt Accruals Account - The general ledger account number for receipt accruals.

•Receipt Accruals Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•P/O Markup Account - The general ledger account number for purchase order markups.

•P/O Markup Cost Centre - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Non-Inventory Cost Recovery Acc - The general ledger account number for non-inventory cost recovery.

•Non-Inventory Cost Recovery C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Charge & Hold Liabilty Account - The general ledger account number for charge and hold liabilities.

•Charge & Hold Liability C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Sales Returns Clearing/Variance Account - The general ledger account number for sales returns clearing/variances.

•Sales Returns Clearing/Var C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

•Stock Loss/Gain Account - The general ledger account number for stock losses/gains.

•Stock/Loss Gain C/C - Cost Centres should only be filled in if you wish to override the cost centre on individual warehouses.

Warehouse:

•Exclude Product Groups when calculating Order Fill by Time - Product groups to be excluded when calculating order fill by time. Not applicable for BBSCloud Lite.

Picking/Packing/Despatch Settings:

•Picking Slip Format -

oOriginal - Picking slip displays, ordered, previously invoiced, pick from bin and pick from reserve quantities.

oNo Bin - Picking slip does not include bin locations.

oSimplified - Picking slip displays pick from bin, pick from reserve and total to be picked quantities only.

•Print Prices on Picking Slips -

oYes - GST Exclusive - GST exclusive prices will print on picking slips.

oYes - GST Inclusive - GST inclusive prices will print on picking slips.

oNo - No prices will print on picking slips.

•Print G/P % on Picking Slips -

oYes - G/P % will print on picking slips. Only applicable when Print Prices on Picking Slips is set to one of the Yes options.

oNo - The G/P % will not print on picking slips.

•Print Total on Picking Slips -

oYes - All Orders - Total $ value will display on picking slips for all orders.

oYes - Pay On Pickup/Pre-Paid Orders Only - Total $ value will display on picking slips only for Pay On Pickup and Pre-Paid orders.

•Display warnings for negative G/P when Confirming Orders -

oYes - A warning is displayed when invoicing if low G/P % rules are not met. This can be helpful to adjust selling prices where backordered items are receipted in more expensive than expected.

oNo - No warnings are displayed.

•Reserve Stock for No Part Ship Orders -

oYes - Goods receipted in after a sales order is raised will be displayed on the picking slips as being in the 'reserve' area for all orders including orders marked as No Part Ship (stock may stay in the reserve area until all backordered items on a sales order are receipted in).

oNo - Goods receipted in after a sales order is raised will be displayed on the picking slips as being in the 'reserve' area for Part Ship OK orders only.

•Print Picking Run with Picking Slips -

oYes - An additional sheet is produced with each picking run showing summary information for each picking slip, allowing the recording of packaging and shipping details for batch invoicing in another location other than the warehouse.

oNo - No picking run sheet is produced. Orders will be invoiced in the warehouse as they are picked using the picking slips. Not applicable for BBSCloud Lite.

•Product Code on Picking Slips -

oNo Product Code - No product code will print on picking slips.

oBBS Code - BBS product code will print on picking slips.

oSKU/EzCode/OC Item - SKU will print on picking slips.

•Track Picked Quantities on Part Picked Orders -

oYes - Pick quantities will be tracked on part picked orders.

oNo - Pick quantities will not be tracked on part picked orders.

•Use Picking Confirmation (Scan Out) -

oYes - When confirming sales orders on a picking run, the Picking Confirmation will be displayed for all orders to facilitate the barcode scanning of each product picked.

oNo - No Picking Confirmation screen will be displayed when confirming orders on a picking run.

•Generate Delivery Paperwork when Invoicing -

oYes - Delivery Dockets and Invoices will print when invoicing from the picking run and manual invoice sales order screens.

oNo - Delivery dockets and invoices will not print when invoicing via the picking run or manually invoice sales orders screens. This should only be used when delivery dockets are printed manually or via the manual manifest system prior to invoicing.

•Use Picking Slips/Picking Run System -

oYes - Sales orders entered will be printed in small batches in the warehouse to pick/pack/invoice. This includes new sales orders and picking slips for backorders when goods are receipted.

oNo - Sales orders are printed at time of entry. No picking slips will be produced when goods on backorder are receipted in (generally used for non-stock controlled systems).

•Default number of picking slips to print - Default number of picking slips to print in a batch (picking run). Not applicable for BBSCloud Lite.

NOTE: it is recommended that only a small batch is printed at a time as orders that are currently on a picking run (a picking slip has been printed) cannot be altered unless removed from the run, and it also allows backorder items to be allocated to unprinted orders without having to remove/reprint the picking slips or generating two invoices.

BBS <-> BBS EDI:

•Use BBS <-> BBS EDI -

oYes - To accept BBS <-> BBS EDI data electronically.

oNo or leave blank - To not accept BBS <-> BBS EDI data electronically.

•EDI Documents Location String - The programming string indicating the location of the EDI attachments folder.

•Email Add for Failed EDI Requests - Email address for notifications of failed EDI requests.

Web Server:

•Use BBS Web Server (Y/N) -

oYes - To enable BBS web server.

oNo or leave blank - To disable BBS web server.

•External Port - External Port Number

•Internal Port - Internal Port Number

•Local IP Address - Local IP Address

•Remote Hostname - Remote Hostname for the webserver

•Path to PEM Cert - PEM certificate location path

SMS Messaging:

•SMS Sender Name - SMS Sender Name that appears on the recipient's phone as the sender of the SMS

•SMS Broadcast Username - SMS Broadcast account username

•SMS Broadcast Password - SMS Broadcast account password

Your SMS Broadcast username and password can be located under the Configurations > API Settings tab when you log into your SMS Broadcast account. Where your SMS Broadcast account doesn't already have the API Credentials, users will need to create an API Key.

Double-T Web Integration:

•API Address - API (Application Programming Interface) address.

•Primary Website -

oYes - This is your primary website.

oNo or leave blank - This is not your primary website.

•API Key - API key.

•Admin Email Address(es) - Email address for admin emails.

•FTP server - FTP server address.

•FTP user - FTP username.

•FTP folder - FTP folder.

•FTP password - FTP password.

Product/Catalogue Upload Settings:

•Brand# - Office Brands 'Brand number'.

•Include EXTENDED - Include products in EXTENDED catalogues on the website

•Inc GST Prices -

oYes - Prices displayed on the website will be inclusive of GST.

oNo or leave blank - Prices displayed on the website will be exclusive of GST.

•Upload Stock Levels -

oYes - Stock levels will be visible on the website.

oNo - Stock levels will not be visible on the website.

Web Order Import Settings:

•Enable Web Order Interface -

oYes - To enable the web order interface.

oNo or leave - To disable the web order interface.

•Web Order Import Program - Web order import program name.

•Web Order Error Alert Email Address(es) - Email address for web order error alert notifications.

•Web Order Unassigned Alert Email Address(es) - Email address for web order unassigned alert notifications.

Neto Integration:

•Neto Endpoint - The Neto endpoint.

•Neto API Key - The Neto API key.

Orders:

•Import Orders -

oYes - Orders will import from the website into the web order inbox.

oNo - Orders will not import from the website into the web order inbox.

•Create New Customers Automatically -

oYes - New customers will be created automatically when web orders come in from a web login that doesn't exist in BBS.

oNo - New customers will not be created automatically when web orders come in from a web login that doesn't exist in BBS.

Products:

•Update Prices -

oYes - Will update prices on the website to align with BBS.

oNo - Will not update prices on the website to align with BBS.

Products - Stock Levels:

•Update Stock Levels -

oYes - Will update stock levels on the website to align with BBS.

oNo - Will not update stock levels on the website to align with BBS.

•Neto W/H ID 1 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 1 or click to search.

•Neto W/H ID 2 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 2 or click to search.

•Neto W/H ID 3 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 3 or click to search.

•Neto W/H ID 4 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 4 or click to search.

•Neto W/H ID 5 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 5 or click to search.

•Neto W/H ID 6 Warehouse Code - The BBS warehouse code for Neto Warehouse ID 6 or click to search.

Products - Details:

•Update Product Status (Active/Inactive) -

oYes - Will update product status on the website to align with BBS.

oNo - Will not update product status on the website to align with BBS.

•Update Product Visibility (Approved/Unapproved) -

oYes - Will update product visibility on the website to align with BBS.

oNo - Will not update product visibility on the website to align with BBS.

•Update Product Description -

oYes - Will update product description on the website to align with BBS.

oNo - Will not update product description on the website to align with BBS.

Customers:

•Update Customer Groups (Price Levels) -

oYes - Will update customer groups (price levels) on the website to align with BBS.

o No - Will not update customer groups (price levels) on the website to align with BBS.

•Import Unmatched Web Logins to Customer - The system will periodically check for new sign-ups on the website. If the email address and membership number provided during sign-up match an existing BBS customer, the web login will be linked to that customer. If there is no match, the new login will be imported and associated with the selected customer. If blank, logins will not be imported from Neto.

•Mailing List for Newsletter Subscribers - The BBS Direct Marketing mailing list to import newsletter subscribers to.

•Mailing List for Newsletter Non-Subscribers - The BBS Direct Marketing mailing list to import newsletter non-subscribers to.

•Add Non-Subscribers to Unsubscribed List -

oYes - Non-Subscribers will be added to the Unsubscribed mailing list.

oNo - Non-Subscribers will not be added to the Unsubscribed mailing list.

Price Level Mapping:

•Standard Sell Price Customer Group - The Neto customer group for customers set to receive BBS standard sell prices.

•List Price Customer Group - The Neto customer group for customers set to receive BBS List Prices.

•Alternate Price Customer Group - The Neto customer group for customers set to receive BBS Alternate Prices.

•Spec Level 1 Price Customer Group - The Neto customer group for customers set to receive the BBS level 1 prices.

•Spec Level 2 Price Customer Group - The Neto customer group for customers set to receive the BBS level 2 prices.

•Spec Level 3 Price Customer Group - The Neto customer group for customers set to receive the BBS level 3 prices.

•Spec Level 4 Price Customer Group - The Neto customer group for customers set to receive the BBS level 4 prices.

•Spec Level 5 Price Customer Group - The Neto customer group for customers set to receive the BBS level 5 prices.

•Spec Level 6 Price Customer Group - The Neto customer group for customers set to receive the BBS level 6 prices.

General Settings:

•Century Rollover Year - Any year entered after this number will be entered as the previous century. i.e. 08/05/91 will become 08/05/1991 not 08/05/2091.

•SMTP Server - Outgoing email server address, port number, SMTP authentication username and password separated by semi-colons.

•Use GoFax.com.au -

oYes to use gofax.com.au to facilitate direct faxing from BBS.

oNo or leave blank to not use gofax.com.au.

•Demo System -

oYes to set the system to be a demo system.

oNo or leave blank to not set the system to a demo system.

Last Used Sequence Numbers:

•Auto-Job Queue - The last sequence number used in the auto-job queue.

•Document ID - The last sequence number used for a document ID.