Overview of Global Settings #
Global settings provide essential configuration options that allow businesses to optimize and customize their system operations. These settings impact areas such as sales, purchases, inventory, and email communication, ensuring seamless workflow management.
Steps to Enter Corporate Information in the System: #
To ensure your corporate and purchasing information is properly recorded in the system, follow these steps:
- Access the System:
- Start by clicking on the System tab in your ERP system.
- Navigate to Corporate Information:
- Under the Basic Data tab, click on Corporate Information. This will open the section where all company details can be input.
- Fill in the Necessary Details:
- Enter the required information, including company name (in both Chinese and English), short name, area name, and contact details.
Global Settings Options #
The system’s global settings consist of the following options:
- Main Settings
- Sender Email Setting
- Sale Settings
- Term Type Discounts
- Lead Time Price Settings
- Purchase Settings
- Retail Settings
- Unit Settings
- Warehouse Settings
Main Settings #
Configures fundamental system parameters, including UPC prefixes, time offsets, sales ratios, fee rates, and business modes, ensuring seamless operations.
- UPC Prefix: 191554
- Offset Hours: -5
- Shelf Sales Ratio Interval (Days): 14
- Manage Fee Rate: 0%
- Package Group: CS/IPK/DZ
- Product Property Group: Categorization for product properties.
- Business Mode: Major
- Transport Volume Check: Enabled
- Website Presell Enabled: Enabled
- Financial Currency: Dollar
- Enable Custom Category & Brand: Yes
Sender Email Setting #
Manages email communication settings such as SMTP host, port, authentication, and security protocols for automated messaging.
- IDX
- Name
- Host
- Port
- User Name
- Is HTTPS
- Usage
| Category | Field Name | Function Description |
| Basic Settings | UPC Prefix | Set the product barcode prefix for auto-generating UPC codes |
| Offset Hours | Adjust system vs. local time difference | |
| Shelf Sales Ratio Interval(Days) | The sell-through rate cycle indicates how frequently the rate is calculated. Merchants are advised to calculate it regularly to promptly understand their store’s operational status. | |
| Manage Fee Rate | The management fee tax rate refers to the tax rate applicable to various expenses incurred by enterprises in their operational and management activities. | |
| Packaging Group | Select packaging type (box/inner/pack) | |
| Product Property | Define product attributes (e.g., serial number, size,color) | |
| Business Mode | Main mode/Other mode, determines order and financial logic | |
| Transport Volume Check | The purpose of volumetric weight verification is to ensure that the actual weight of a package corresponds to its volumetric weight, thereby avoiding additional charges for packages that are large in size but light in weight. | |
| Financial Currency | Default financial settlement currency (USD/RMB etc.) | |
| Website Presell Enabled | Allow selling before stock arrives | |
| Enable Custom Category | Allow defining custom categories | |
| Enable Custom Brand | Allow defining custom brands | |
| Email Settings | Server/Port/Account/HTTPS/Usage | Configure system email for invoices/notifications |
| Sales Settings | Sales Currency | Default sales currency |
| Terms | e.g., NET30 = payment due in 30 days | |
| APP Terms | Mobile sales term settings | |
| Transport Mode | Default transport method (company truck/logistics) | |
| Statement | Disclaimer settings is a legal statement, usually used by a company, organization, or individual, intended to limit or exempt them from liability that they may have under certain circumstances. | |
| Allow Cost Price Sales | Allow sales at or below cost | |
| APP Show Stock Info | Show real-time stock in mobile APP | |
| APP Show Only In-stock | Only show products with stock in APP |
Term Type Discounts #
Establishes discount structures based on different payment term types to optimize pricing strategies.
| IDX | Term Type | Discount |
Lead Time Price Settings #
Controls lead time categories and associated gross profit rates to determine pricing adjustments for different delivery timeframes.
| IDX | Lead Time Level | Lead Time Display | Gross Profit Rate |
| 1 | One | 0% | |
| 2 | Two | 0% | |
| 3 | Three | 0% |
Purchase Settings #
Specifies the primary purchasing currency to standardize transactions across the system
- Main Currency: Dollar, but it have different options of currency
Retail Settings #
Manages retail order rules, including stock checks and unpacking permissions for streamlined inventory handling.
- Retail Order Stock Check: Enabled
- Allow Unpack: Enabled
Unit Settings #
Defines measurement units for different languages, including length, weight, and volume, to support global operations.
| IDX | Language | Length Unit | Weight Unit | Volume Unit |
| 1 | 简体中文 | M | Kg | m³ |
| 2 | English | Foot | Pound | ft³ |
| 3 | Español | M | Kg | m³ |
#
Warehouse Settings #
Configures warehouse-related details such as location codes, purchase and sales enablement, and inventory cost updates
| IDX | Name(Zh) | Name(En) | Code | ID | Address | Sale Enabled | Purchase Enabled | Update Land Cost |
| 1 | 默认仓库 | Default | WH01 | 2fef69eb-b804-47ef-ab4c-0ced8bf22fe4 |
#
Swapping & Customization #
For businesses requiring flexibility, the system allows swapping settings based on operational needs. Users can customize specific parameters like:
- Switching Business Modes (e.g., Major to Minor)
- Modifying Fee Rates Dynamically
- Updating Financial Currency Based on Market Fluctuations
- Activating or Deactivating Custom Categories
By leveraging these global settings, businesses can optimize performance, ensure regulatory compliance, and maintain operational efficiency.
For detailed walkthrough, Please refer to the Video: Global Settings
