The company configuration settings help you set the various module-level pre-definitions to work smoothly on the modules.
1. Select the "Settings" module from the left panel. Under "General Settings," choose "Organization Settings."
2. The General settings help you to set the basic company settings. Use the "Save Settings" button to confirm the options selected.
3. The Job settings help you set the job-related access, assignment, route, and message settings. Use the "Save Settings" button to confirm the options selected.
4. The customer settings help you set the customer-related access and permission settings. Use the "Save Settings" button to confirm the options selected.
5. The part settings help you set the part-related access and permission settings. Use the "Save Settings" button to confirm the options selected.
6. The timesheet settings help you set the punch-in, punch-out, and break settings. Use the "Save Settings" button to confirm the options selected.
7. The employee settings help you set the employee's shift details. Use the "Save Settings" button to confirm the options selected.
8. The quotation and invoice settings help you set the estimates and invoice details. Use the "Save Settings" button to confirm the options selected.
9. The contract settings help you set the agreement details. Use the "Save Settings" button to confirm the options selected.
10. The misc. settings help you set the business page details. Use the "Save Settings" button to confirm the options selected.
with the company configuration settings, you can set all the detailed major module-related inputs required for efficient access to the modules.