Configure Account Settings in System Config

The Account Settings pane of the System Config menu controls a host of different features affecting receiving, order processing, fulfillment, and customs.

Product Receiving and Catalog Management

  1. Allow multiple barcodes per SKU: If checked, SKUs may have multiple barcodes stored against them. If unchecked, SKUs will be restricted to just one barcode.
  2. Allow renumbering of SKUs: SKU numbers are auto-assigned upon creation. If checked, SKU numbers may be edited after creation.
  3. App locale: For internationalization purposes. This changes the formatting of dates to the locale specified. Currently, only "en_GB" for "English (United Kingdom)" is supported. Please contact RetailOps Support if you would like to enable a different locale.
  4. Optional product names: Product name will not be required for SKU completion, allowing you to sell items without product names.
  5. PIM Allow SKU Inactivate: Allow SKUs to be set to Status: Inactive. Inactive SKUs will be hidden from the PIM and must be re-activated to receive new lots against them. For more on Inactive SKUs, read this article on SKU statuses.
  6. PIM collapse other MPNs: When navigating to the PIM with a specific SKU, SKUs from other MPNs will be collapsed, showing only the MPN group with the desired SKU.
  7. PO post-receipt viable days: This sets the number of days after a PO first enters Status: Receiving that users can still receive items against the PO. If blank, this defaults to one (1) day.
  8. Receiving PIM starts editable: If checked, product families will be editable in the PIM by default. If unchecked, product families will have an extra security measure in place; users will need to press the [Unlock] button before editing data.
  9. Receiving attribute blind entry: Users must enter identifying attributes in Step 4 of the Product Receiving tool for all products, even when selecting existing SKUs.
  10. Receiving copies attribute data from found SKU: Copies all SKU-level attribute data from existing SKU selected to new SKU created.
  11. Receiving search remains active after receipt: After receiving a product, users are not taken back to Step 1 of the Product Receiving tool; data from the received product remains.
  12. Reporting currencies: This feature is now deprecated.
  13. Require Valid UPC/GTIN at receiving: In Product Receiving, barcodes scanned for newly-received lots must pass UPC or GTIN validation.
  14. SKU Search Media Selector: If you enter a tag, product searches will only display media images with that specific tag. If you leave this blank, product searches will display all images. Entering a tag can limit the amount of data loaded for each search, improving performance in the app.
  15. Use Case-lot-label: This allows the printing of Case Labels during Product Receiving for items that will be stored together.

Customer Service

  1. Associate hold orders with inflight JIT POs: Allow orders in Status: Hold to attach order items to existing JIT POs with inflight inventory.
  2. Attach hold orders to new JIT POs: Allow orders in Status: Hold to create new JIT POs and attach order items to them.
  3. CS Allow Order Inactivate: Allow users to inactivate orders in the Customer Service - Order screen. Only orders in Status: Incomplete may be changed to Status: Inactive.
  4. CS hold all non-Latin-1 addresses: Automatically place all orders containing non-Latin-1 characters in Status: Hold.
  5. CS hold all short orders: Automatically place all short orders in Status: Hold.
  6. Disable POS auto-logout: If checked, users will not be automatically logged out after each checkout in the POS tool.
  7. Display invoice as quote if order inactive: Invoices for orders in Status: Inactive will replace the heading of "Invoice" with "Quote". This supports the creation of order quotes, useful for creating large B2B orders to be fulfilled months in the future. To set orders to Status: Inactive, you must enable the CS Allow Order Inactivate setting in System Config.
  8. Order Screen Blacklist Tags: Orders from customers with the specified blacklist tags will automatically be put on Status: Hold.
  9. Order Screen Whitelist Tags: Orders from customers with the specified whitelist tags will automatically be pushed into fulfillment. This bypasses attribute-level order hold selectors.
  10. Order invoice email message: You may enter a short message to your customers that will be appended to each order invoice when it is emailed out to customers.
  11. Print gift receipt with thermal receipt: An additional gift receipt is printed for each POS order.
  12. Print receipt with return: A receipt prints when returns are processed.
  13. Receipt footer: Add text to the footer of thermal receipts for POS orders. This field supports HTML.
  14. Receipt header: Add text to the header of thermal receipts for POS orders. This field supports HTML.
  15. Receipt show signature line: Displays a signature line on receipts for POS orders paid via credit card.
  16. Show address on order invoice: Display your company address on invoices for customer orders. The address will be displayed in the header, next to the company logo.
  17. Tax ID: This feature is now deprecated.
  18. VAT Number: For international clients using VAT instead of sales tax. Enter your VAT identification number.
  19. Website Hostname: Display the name of your website on thermal receipts for POS orders.

Shipping

  1. Allow shipments to be canceled after wave creation: Shipments may be canceled after being added to shipment waves. You may cancel shipments by removing the shipments' items from associated orders. You may also cancel shipments by canceling the entire order itself. This allows orders to be canceled after turning to Status: Processing.
  2. Audit - Allow Other barcodes: In the Shipment Audit tool, this allows users to scan non-RO barcodes for item verification (e.g. UPCs and GTINs).
  3. Audit bulk mode threshold: If the number of items on a shipment exceeds this threshold, the Shipment Audit tool will automatically switch into Bulk Audit mode.
  4. Customized items ship separately: This affects orders with a combination of customized items and non-customized items. If checked, the non-customized items will ship first and the customized items will ship separately after custom features have been applied. If unchecked, all items on the order will ship after the customized items have been completed.
  5. Display order value in audit screen: If checked, the Shipment Audit screen will display the purchase value of the goods in the shipment. If unchecked, the purchase value will be hidden. This feature can help discourage employee theft.
  6. Enable order consolidation for identical addresses: Orders with identical shipping addresses--including the same recipient name--will be merged. This typically results in fewer shipments and thus, lower shipping costs. Read the Order Consolidation FAQs for more info.
  7. Enforce fulfillment priorities: By default, shipments follow standard fulfillment prioritization. However, if checked, this feature allows you to prioritize shipments by sales channel as well. Please contact RetailOps Support to set the prioritization of your sales channels on the backend.
  8. Force pick-to-order for waves with max items 1: If checked, all shipment waves will print labels in pick-to-order format. If unchecked, you can choose to print in pick-to-order format or to print pick labels and packing slips separately.
  9. Intl Export License: Some mail carriers require an international export license. Enter the license number here.
  10. Intl Export License Expiry Date: This specifies the expiration date for the Intl Export License.
  11. Maximum items in a shipment: Set a maximum limit for the number of items allowed in a shipment. If left blank, this defaults to 90. This means that, if 91 or more items on an order can be routed from the same facility, multiple shipments will be created with 90 items in one shipment and the remainder in separate shipments. Be aware that this may affect cost-based routing (CBR) decisions.
  12. Scan pick label in audit: Users must scan items' pick labels to confirm their inclusion on shipments. This adds accuracy and convenience to the Shipment Audit process.
  13. Send ready items to 3PL fulfillment without waiting for JIT items: This allows orders with both 3PL and JIT items to ship as soon as the items are ready, even if that means shipping the items in separate shipments. If unchecked, you must wait until 3PL/JIT items arrive to send all items out on a single shipment.
  14. Ship Audit Media Selector: If you enter a media tag, media images with the tag entered will be displayed in the Shipment Audit tool, allowing users to perform a visual check to ensure the correct item is being shipped.
  15. Ship Audit lockout on bad scan: The Shipment Audit tool will lock users out of the tool if they scan the incorrect barcode.
  16. Ship item route all from a single facility or not at all: All items on an order must come from a single facility in order to be shipped. This restricts partial order fulfillment from multiple sources.
  17. Ship item routing all-or-none: All items on an order must be available for fulfillment before shipping. This restricts partial order fulfillment in short orders.
  18. Show shipments on coversheet: Print shipment wave coversheets with a list of shipments contained in the wave.
  19. Use Wave Coversheet: Each shipment wave will be printed with a coversheet summarizing the number of shipments and items on the wave.

Packing Slips

  1. Business name for documents: To be displayed on packing slips.
  2. Customer Service Email Address: To be displayed on packing slips.
  3. Customer Service Phone Number: To be displayed on packing slips.
  4. Hide date processed on packslips: Hide the Date Processed field from packing slips.
  5. Packing Slip Title: Modify the heading on packing slips from "Packing Slip" to a title of your choosing.
  6. Packing slips list all items, including from other shipments: Packing slips will list all items on the order, including items being shipped from other facilities. The packing list will specify which items are included in the package and which items will arrive separately.
  7. Ship service on packslip: Display orders' Ship Service on packing slips.
  8. Show subchannels on packslips: Display subchannels for orders on packing slips.

Customs and Commercial Invoices

  1. Audit - Use Thermal Commercial Invoice: Print customs documentation on thermal labels.
  2. Customs always-consolidate message: Regardless of the number of line items, descriptions will be truncated into the single description provided here.
  3. Customs consolidated item description: If there are too many line items to fit all descriptions on the available shipping label space, all descriptions will be truncated into the single description provided here.
  4. Customs Item Override Message: This message replaces the line item descriptions for each product on the order.
  5. Customs package description: The package description used for customs.
  6. Customs signer: Enter the name which will be entered onto customs forms.
  7. Customs value multiplier: This modifies the declared value of international shipments. By default, if no value is set, a multiplier of “1” is used. Entering a single value will apply the multiplier to all international shipments requiring a customs value. If a different value is desired per country, use a pipe delimited list enumerating a multiplier value per country, e.g. “CA=0.7|MX=1.1|AU=.9”.  Note: if country specific value multipliers are configured, and a shipment is destined to a country not specified, the default multiplier of “1” is used. For performance reasons, values are cached in the shipment processing system for 100 seconds. Changes made will take up to 100 seconds to apply.
  8. Force Commercial Invoice: By default, RO determines whether customs documentation should be sent electronically or if it must be printed out. If checked, this option forces the documentation to always be printed.
  9. Show shipping cost on thermal CI: Displays customers' shipping cost on commercial invoices.
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2 Comments

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    Quan Vu

    This article has been updated as of 5/24/2016.

  • 0
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    Quan Vu

    This article has been updated as of 8/8/2016.

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