The Company section of Inform controls default company settings, user access permissions, and audit reporting.
The Company Master determines the Inform system settings throughout the application. Other options under Company control your company defaults and user permissions.
You can manage company financial information here in the Company settings as well as in the Bank, G/L Account, G/L Group, and G/L Control Table sections.
Provided adequate permission, you may update these settings at any time.
IMPORTANT
Before continuing, be aware that DDI does NOT recommend making changes in the Company menu without first consulting DDI Customer Care. These settings are critical to the proper operation of your installation, and any errors may require billable services to fix.
| System configuration settings in the Company Master | The Company Master file controls your system configuration, including many workflow defaults. Do not modify any system settings without first consulting DDI Customer Care. |
| Manage company divisions | Create and update company divisions. |
| Configure company branch sites | Create and manage company branches, including default settings, vendor consignments, general ledger accounts, notifications, and printers. |
| Set up warehouses | Create and manage different types of warehouses to store and manage your inventory, whether in physical warehouse locations or virtual holding such as drop ship warehouses. |
| Group warehouses by buy zone | Group warehouses for accurate forecasting. |
| Create a new bank account | Establish additional reconcilable bank accounts, review the ledger, and reconcile accounts. |
| Create and configure Ship Via options | The Ship Via defines the available methods for delivering orders and should include options for pick up and will call as well as truck and third party delivery |
| Manage trucks | Maintain records about your own delivery trucks from the Trucks page under Company. You can create trucks, add notes, and get a report of all trucks. |
| Set up miscellaneous charges |
You can create. edit, delete miscellaneous charge codes that are
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| Set up miscellaneous charge programs | The Miscellaneous Charge Program allows you to determine when and how certain charges should apply to customer orders automatically. Miscellaneous Charge Programs incorporate miscellaneous charges that you have set up and linked to specific General Ledger accounts (File > Company > Miscellaneous Charge). |
| Manage order types | Maintain order types to help categorize your sales. You can create order types and get a report of all existing types. |
| Add a message to your orders, invoices, and statements | Add and edit the text message and/or terms and conditions that appears at the bottom of the documents. |
| Customize G/P % indicators | Add a code to represent specific gross profit percentages so that the actual gross profit is obscured from the user's view. |
| Define special instructions for sales orders |
Define an unlimited number of special instructions for sales orders. |
| Define special instructions for purchase orders | Define an unlimited number of special instructions for purchase orders. |
| Define and assign access levels to users | Set the minimum user access level required to view and change screens and options within Inform ERP. . |
| Configure master file security | Configure permissions on options within the Customer, Product, and Vendor Master Files |
| Run an audit report | Run an Audit report to review changes made by users during a specific date range |
| Add printers | Add, view, and edit the printers registered to Inform from the Printers Master. |
| Add currency codes | Add the currency codes you want to support. |
| Change the number assigned to orders and other records | Numbers are assigned to various records in Inform ERP based on a controlled sequence, starting with 1. The Control Sequence Numbers page tracks the last system number used for the documents and transactions. You can change these numbers if it is necessary to skip a number or several numbers for any reason. |
| Set up Inform eCommerce | Inform eCommerce is a fully-integrated, real-time website for your distribution business. Through your customized, mobile-friendly eCommerce storefront, customers can place orders, browse your online catalog, and review invoices and past purchases all from an easy-to-navigate website |
| Work with custom fields | You can create custom controls for Customers, Products, Vendors, Contacts, Customer Jobs, Ship Tos, or Activity using the Company Custom Control Builder. These controls become part of those element's Master file. |
| Import data into custom fields | Import data from spreadsheets into the custom controls you have defined. |
| Set up network devices | Add network devices to configuration functionality such as the TSYS Cayan terminals. |
| Configure credit card through TSYS Cayan | Set up Inform to communicate with TSYS Cayan for credit card processing. |