|
Field |
Description |
Default Value |
|
Inventory Markup % | ||
|
Markup A-H |
Orion is a Cost Plus pricing system. These are the markup percentages that will be used as company defaults when new product lines are entered. Orion supports eight pricing levels. These percentages are only default settings and can be modified. |
50 – 15% |
|
Finance Charges | ||
|
Annual FC Rate |
Annual finance charge rate used when calculating finance charges for statements |
00.00% |
|
Minimum Finance Charge |
This is the minimum charged when finance charges are calculated and applied to open balances |
0.00 |
|
Customer Defaults | ||
|
Default Parts Price |
The default price level for parts assigned to a new customer |
A |
|
Default Labor Price |
The default price level for labor assigned to a new customer |
A |
|
Default Terms |
The default terms assigned to a new customer |
Prepaid |
|
General | ||
|
House Account # |
During Sales Order creation, a sale can be applied to a House Account. House Accounts are used mainly to make sales to one-time walk-in customers. Orion automatically establishes account 1 as the House Account, but this default can be modified to specify any customer account. |
1 |
|
Allow Backorders? |
Orion features a backorder tracking system. If you want to track customer backorders, set to YES. |
Yes |
|
Dropship Fee |
Dropship fee that can be applied to a sales order |
10.00 |
|
Default to Scan Mode on Orders? |
Automatically opens the Scan Item dialog box when the user opens the Sales Order’s Order Items for. |
No |
|
Suppress Kit Detail on Invoice, SO, Quote and Packing Slip? |
Hides the components of a kit on:
|
|
|
Suppress Kit Detail on Pick Sheet? |
Hides the components of a kit on Pick Sheets |
No |
|
Default to On-Hand Display? |
If set to Yes, this will cause the current On-Hand quantity for all items on a Sales Order or Quote to be displayed. This column can be toggled on and off by using a function key on the Order Items form. |
No |
|
Print Enhanced Business Activity Report? |
If set to Yes, this will automatically print three additional reports with the Business Activity Report package (M-L-F4-F11). |
|
|
Destination-Based Sales Tax? |
If your state requires that you collect destination-based sales tax, set to YES. |
No |
|
Tax Zone |
This will be the default tax zone applied to all customers unless otherwise specified. It should be the zone where the shop is located. |
|
|
Default Labor PLC |
When adding a labor item to a SO or Quote, this PLC will be automatically entered in the PLC field. |
LAB |
|
Update Cost when SO is Invoiced? |
If you want the cost of all items on a SO to be updated to current Average Cost when the SO is turned into an invoice, set to YES. |
No |
|
Use Vendor Cost on PO’s? |
If you want to use any available vendor cost for an item when adding items to a PO or receiving items via Inventory Receipts, set to YES. |
No |
|
Default Part Recalculation Mode |
Allows you to set the default option for this feature of Part Maintenance. |
Do not update |
|
Default Selling Price Recalculation mode |
Allows you to set the default option for this feature of Part Maintenance. |
Do not update |
|
Show Exploded BOM? |
Allows you to set the default option to view an Exploded BOM printout and display for BOM’s. |
Never |
|
Update Kit/BOM on Component Price/Cost Change? |
Allows you to set the option to have cost and pricing updated in real-time on all BOMs or Kits that a component is part of. This option fully supports nested Bill of Materials. |
Never |
|
Default Kit/BOM Recalculation Mode |
If you have selected an update mode for Kit and BOM component change, you can select a default option for how this is done. |
|
|
BOM Max Nesting Level |
Allows you to specify the maximum nesting level that Orion will “drill down” to when recalculating top level BOM’s. For best performance, keep this option as small as possible. |
10 |
|
Sales Order Defaults | ||
|
Default Order Type |
The default Order Type used on all new Sales Orders |
Sales Order |
|
Default Department |
The default Department assigned to all new Sales Orders |
|
|
Default Event |
The default Event assigned to all new Sales Orders |
|
|
Purchase Order Message | ||
|
Purchase Order Message |
This message appears on all POs at the bottom |
|