System types

Owned by Sue Michael (Unlicensed)
Last updated: Feb 14, 2021 by Diane Partridge

Overview

System types are groups of system references. System references are a simple way to store data. Each item of data is a simple pair of code and value.

Readysell has two categories of system types - reference system types and configuration system types.

  • Reference system types are used by various objects throughout the system to populate drop down menus. For reference types, users can add and remove system references as they wish.
  • Configuration system types are used to store various system settings. For configuration types, users cannot add and remove references, but they may change their values.

You should review your system references once per year. Either read through this documentation yourself or book in one hour with Readysell to review the settings with you. There are always new settings being added and your business requirements may change. Even if you need to invest in a one our training charge from Readysell, your business might run a lot better by making use of new or optional features.

Reference system types

NameDescriptionDescription
ABAABA File Generation Settings
AUTO-REFRESHAutomatically Refreshed Objects
BACKUPBackup Settings
BANKBanks
BEST-PRACTICESBest Practice Inspection
CARD

Card Settings


CARD-STATUSCard Statuses
CARRIERCarriers
CASHBOOKCashbook Settings
CONSIGNMENTConsignment Integration Settings


CURRENCYCurrency Settings
CUSTOM-FIELD-GROUPCustom Field Group
DELAYED-LOADINGDelayed Loaded Objects
DOCUMENT-GROUPSDocument GroupsThe purpose of documents groups, the system allows you to set a different range of numbers for different sales.
You need to set up each Document Group first eg, you wish to different sales between Furniture, Stationery. Set the document groups up then assign a document number range for these groups in Document numbers.
EDIElectronic Data Interchange SettingsSettings for EDI ordering and receipting.
FILE-PATHFile Paths
INVOICE-GROUPInvoice Group
LICENSINGLicensing Details
LOYALTYLoyalty Point Settings
MAILMail Settings
MOBILE-APPLICATIONMobile Application
OFFICE-BRANDSOffice Brands Integration


OPTIONAL-VALIDATION-MESSAGESOptional validation messages
PICKERPickers
POINT-OF-SALEPoint of Sale
PRICE-CATEGORYPrice Category
PRODUCTProduct Settings
PURCHASINGPurchasing Settings
RECORD-DEFAULTSRecord Defaults
REORDER-CYCLEReorder Cycles
REPORTSReports Settings


ROLERole
RUNDelivery Runs
SALESSales Settings


SALES-GROUPSales Groups
SCHEDULEStaff Schedule

CODE = ASK-TO-UPDATE-SERVICE-CALL
DESCRIPTION =Pop up confirmation to update service call when schedule changed
VALUE = True (if the value is set to True, then the system will pop up with a window when you drag a service event from one technician to another from within the Schedule.
Default value = FALSE

CODE = DAY-VIEW-TIMELINE
DESCRIPTION = BLANK(24hrs);SITE(use Site working hrs);START=8;END=17
VALUE = START=8;END=17
(NO SPACES IN THE VALUE). IF YOU WISH TO SEE THE SCHEDULE FROM A SPECIFIC START AND END TIME INSERT IT.
If you wish to use site, you need to ensure that the site table has working times set up.


SERVICEService


SERVICE-ORDER-ACTIVITY-TYPEService order activity type
SKILLSUser Skills
STANDARD-NOTEStandard Note
STATEPersistence of System State
STOCKStock Control Settings
SYSTEMSystem Settings


TAXTax Settings
TERRITORYTerritory
WARRANTY-CODEWarranty Codes
WEBWeb and EDI Integration
WEBHOOKWebhook Settings

Configuration system types