Sales System Type
Overview
To access system types select Administration, Advanced, System types from the navigation menu. Select the system reference type you want. A list of system references display under each system type. Change the value of the system reference you want to change then click save. The next time you start Readysell, the change will be active.
The system reference codes inside each system type control many aspects of how the system functions.
The system types
Code | Description | Default Value |
|---|---|---|
ALLOCATE-HELD-ORDERS | Allocate stock to orders that are placed on hold | False |
AUTO-CLOSE-SALE-INVOICE-WHEN-POSTED | Auto Close Sale Invoice When Posted | 0 |
AUTO-CLOSE-SALE-ORDER-WHEN-POSTED | Auto Close Sale Order When Posted | 0 |
AUTO-CLOSE-SALE-SHIPMENT-WHEN-POSTED | Auto Close Sale Shipment When Posted | 0 |
AUTO-CREDIT-NOTE | Product ID that should be used to automatically contra lines in credits | CN |
AUTO-END-SHIFT | Auto end shift | True |
AUTO-END-SHIFT-AGE-THRESHOLD | Hours prior to midnight at which a shifts should automatically end. | 18 |
CASH-COUNT-REQUIRED | Cash count required
| False |
CASH-COUNT-VARIANCE-ACCOUNT | Account used when there is a variance during cash count | 80045 |
CASH-COUNT-VARIANCE-WARNING-PERCENT | Threshold (in percent) which, if exceeded, triggers a warning about cash count variance. | 150 |
CASH-COUNT-VARIANCE-WARNING-VALUE | Threshold (in dollars) which, if exceeded, triggers a warning about cash count variance. | 0 |
CONSIGNMENT-CUT-OFF | Time after which consignment flows into next day | 12 |
CONSIGNMENT-EDIT-DAYS | Set the days that consignment detail of the sale shipment can be edited. | 2 |
CONTRACT-PRICE-PRIORITY | Contract price priority. Always use the contract price on sales if a contract price applies. Even if the value of the sale line due to the contract is higher than the normal sell price. Note. This will apply to sales entered manually into Readysell, but the price rules on your website are up to the website itself and may be different. For example your website may not take any notice of this flag. We advise testing the result on your website for one customer if you change this flag. | False |
CUSTOMER-IS-REQUIRED | Customer is required for sale order, sale shipment and service order. | 0 |
DONT-SPLIT-LINES-IF-STOCK-ALLOCATION-OFF | Don't split lines if 'Stock Allocation' is off | False |
DROP-SHIPPING | Drop Shipping Features Enabled | 0 |
DROP-SHIPPING-USE-SELL-AS-COST | Use the sell price of the product as the cost at supplier when drop shipping | 0 |
EXTRACT-PRODUCT-HISTORY-MONTHS | Months of history to search back when using the extract products screen. | 2 |
GENERATED-CONTRACT-INCLUDE-TAX | Include tax in contracts generated from orders or quotes | False |
GIFT-VOUCHER-EXPIRY | Number of months before a gift voucher expires. | 12 |
GIFT-VOUCHER-EXPIRY-EXTENSION | Number of days added when extending gift voucher expiry date. | 14 |
HIRE | Hire Features Enabled | False |
IMPROVED-METER-CHARGE-RUN-SHIPMENT-LINE-QUANTITY | This is a feature flag to turn on the improved the meter charge run sale shipment line quantity. If the value = false the shipment will print a Qtyshippped = 1 and Price = total value | False or True |
INVOICE-NUMBER-IS-SHIPMENT-NUMBER | Sale Invoice number is Sale Shipment Number | False |
LAY-BY-CANCELLATION-CAP | Maximum charge when cancelling a lay-by | 40 |
LAY-BY-CANCELLATION-FEE | Fee applied when cancelling a lay-by | 0 |
LAY-BY-CANCELLATION-PERCENT | Percentage of paid value forfeited when cancelling a lay-by | 100 |
LAY-BY-CANCELLATION-PRODUCT | Lay-by cancellation product | LBC |
LAY-BY-DEPOSIT | Percent deposit required for a lay-by | 10 |
LAY-BY-EXPIRY-WEEKS | Weeks after which a lay-by is created when it expires. | 8 |
LOW-GP-PERCENT-LINE-THRESHOLD | Gross profit percentage for a line at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
LOW-GP-PERCENT-THRESHOLD | Gross profit percentage at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
LOW-MARGIN-PERCENT-THRESHOLD | Mark-up percentage at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
LOW-MARGIN-PERCENT-LINE-THRESHOLD | Mark-up percentage for a line at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
LOW-MARGIN-LINE-THRESHOLD | Margin value for a line at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
LOW-MARGIN-THRESHOLD | Margin value at which a warning is displayed when entering a sale. Refer to Optional validation message system type to set the required warning message to be issued | 0 |
MAX-SALE-VALUE-WITH-NO-CUSTOMER | Enter a $value in the field of Value of this system type. If the sale is less than the value in this system reference, you do not need a customer on the sales order. If the value of the sale is greater than the value in the system reference, you need to add a customer to the sales order. | Enter a value if you want this to apply or leave it blank if not |
METER-CHARGE-RUN-COMMENT-LINE-TEMPLATE | Template used to format the meter charge run sale shipment/invoice comment line notes for the Machine itself. You can change this but it will be at your own risk. | Meter Billing for: |
METER-CHARGE-RUN-LINE-NOTE-TEMPLATE | The notes to print on a tax invoice for Meter charge runs default to what is in the value field. If you dont want the minimum charge to appear as per this text, please refer to system type 'OVERRIDE-MINIMUM-METER-CHARGE-RUN-LINE-NOTE-TEMPLATE' value. | MINIMUM CHARGE: ${minimum-charge}|METER #{meter}|START READING: {old-count}|FINISH READING: {new-count}|TOTAL COPIES: {count-variance}|INITIAL CHARGE COUNT: {initial-charge-count}|INITIAL CHARGE VALUE: ${initial-charge-value}|WEIGHT: {count-weight}|PRICE: ${price}|VALUE: ${value}
|
OFFLINE-GENERAL-JOURNAL | offline general journal | False |
ORDER-CANCELLATION-CAP | Maximum charge when cancelling an order | 40 |
ORDER-CANCELLATION-FEE | Fee applied when cancelling an order | 0 |
ORDER-CANCELLATION-PERCENT | Percentage of paid value forfeited when cancelling an order | 100 |
ORDER-CANCELLATION-PRODUCT | Order cancellation product | OC |
ORDER-DEPOSIT | Percent deposit required for a order | 20 |
ORDER-LOCK-ENABLED | Enable the sale order lock (prevents multiple people from editing at once) | False |
ORDER-LOCK-TIMEOUT | The number of minutes after which a lock automatically expires and is released | 30 |
OVERRIDE-MINIMUM-METER-CHARGE-RUN-LINE-NOTE-TEMPLATE | If there is a text value in this value field, then if there is a minimum charge on a meter, the text to print on the tax invoice will default to what is in this system type. | MINIMUM CHARGE: ${minimum-charge} |
QUOTE-EXPIRY-DAYS | Number of days after which a quote is created that it will automatically expire | 1 |
RECOMMENDED-SUBSTITUTION-ABOVE-PERCENT | The percentage above the price of the original product a recommended substitution may be | 10 |
RECOMMENDED-SUBSTITUTION-BELOW-PERCENT | The percentage below the price of the original product a recommended substitution may be | 10 |
RECOMMENDED-SUBSTITUTION-CATEGORY-LEVELS | The number of levels of categories up the tree to check for recommended substitutions | 1 |
RECOMMENDED-SUBSTITUTION-MIN-QUANTITY-AVAILABLE | The minimum quantity available for a recommended substitution product | 1 |
PREORDERED-PRODUCT | Preordered product | PO |
Sale-Credit-Prompt-Qty-Reallocate  | Prompt for user to choose either Sale credit should reallocate to sale order or not | This system reference applies when using the Credit action buttons on shipments & Invoices. Not the Reverse action button on Shipments/Invoices and only if the Sales order status is NOT POSTED (status is not Posted or Cancelled). False: When you use the Credit action button from either a Shipment/Invoice line/Header if the system reference is set to have a value of FALSE, then the system will automatically put the stock that has been credited back on the sales order line as allocated only if the Sales order status is still OPEN. True: When you use the Credit action button from either a Shipment/Invoice line/Header, if the system reference is set to have a value of True, then a window appears with a Prompt for the user to click on either Yes or No as to whether you want to put the stock back onto the order If you select YES, then the quantity for the product that is being credited will go back to allocated onto the original sales order if the sales order status is still OPEN. If the sales order that the shipment or Invoice is linked to has a status of POSTED then the system reference does not apply, and nothing is added back onto the sales order
|
SHIP-AFTER-SUPPLY-TYPE | Specify the sale order line supply type if ship after date is filled | Waiting |
SHIPMENT-DELIVERY-ADDRESS-EDIT-DAYS | Set the days after posting that the delivery address of the sale shipment can be edited | 0 |
SORT-SALE-SHIPMENTS-BY-LOCATION | Sort sale shipments by location. | False |
SHOW-ALLOCATED-ORDER-NOTICE | Show a notification when completing an order or shipment if there are any other allocated orders |
|
SHOW-BACK-ORDER-NOTICE | Show a notification when completing an order or shipment showing the customer's existing back orders |
|
SHOW-OUTSTANDING-SHIPMENT-NOTICE | Show a notification when completing an order or shipment if there are any other outstanding shipments |
|
USE-CARD-SITE | Use the site set on a customer's card as the transaction site when that customer is applied to a sale | False |
WAS-PRICE-EXPIRY | Number of days for which a 'was' price remains valid after a new 'now' price is set. | 30 |