UPCOMING: New Company Preferences - Summer/Fall 2025 Release

We have added new Company Preferences to enhance your ability to customize the system. Preferences are typically loaded unchecked, so you will want to review and update these preferences once you have received the software release.

To open and update your Company Preferences, navigate to Company > Company Preferences. You can simply check or uncheck the preference to turn it on or off.

Service Tab

  • Prompt Void Estimate When Converting to Repair Order

Inventory Tab

  • Require Priority for Back Orders and Drop Ships
  • Prompt Void Estimate When Converting to Sales Order
  • Use Document Locks on IR/Bills

Wholegoods Tab

  • Make all WG Trade In Never Taxable
  • Prompt Void Estimate when Converting to Sales Order

Rental Tab

  • Only print Selected Rate Line on Contract
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