Contents
Admin Options is the central place to configure system-wide behavior that applies to all users. Changes here affect everyone immediately — a confirmation dialog appears before any save completes.
| Action | Path |
|---|---|
| Open Admin Options | System → Configuration → Admin Options |
Use the Module dropdown to select a configuration category. The page loads that module’s options; use the Search box to filter rows by keyword within the current module. Changing the Module resets the view.
When ready, click Save at the top or bottom of the page. A dialog titled “Save Admin Options” appears: “Changes on this screen apply to all system users. Confirm Changes?” Click OK to confirm or Cancel to abort.
System Settings contains general behavior controls and a set of checkbox toggles.
Numeric and dropdown Admin Options:
| Admin Option | # | Values |
|---|---|---|
| Decimals in Currency | 56 | 0 – 4, or Control Panel Default |
| Next Report Number | 84 | Number |
| Date Control # of Months | 508 | Number |
| Date Control Style | 511 | Minimal, With Buttons, Verbose |
| Additional Safe Buttons (Edit Page Toolbar) | 278 | Text |
Checkbox Admin Options (enable by checking):
| Admin Option | # |
|---|---|
| Equipment Leasing | 125 |
| Enable Job System | 219 |
| Disable Vendor Select Persistence | 220 |
| Disable Customer Select Persistence | 221 |
| Disable Job Select Persistence | 222 |
| Automatically Create Employees | 254 |
| Skip Header Pages On Create | 282 |
| Redirect To Order Screen On Order Fulfillment | 286 |
| Create Supplier Catalog Entry On Import | 69 |
| Require Approvers to have Signature on File | 512 |
| Apply Discounts after Tax Calculation | 518 |
| Receive On Hold Locations | 800 |
| Issue On Hold Locations | 801 |
| Move On Hold Locations | 802 |
| Transit On Hold Locations | 803 |
| Receive Purchase Orders On Hold Locations | 804 |
| Issue Shipping Orders On Hold Locations | 805 |
| Issue Work Orders On Hold Locations | 806 |
| Allow Purchase Order Returns On Hold Locations | 807 |
| Allow Shipping Order Returns On Hold Locations | 808 |
| Allow Work Order Returns On Hold Locations | 809 |
The Numbers module controls the format and next value for every auto-numbered document type. Each row shows three columns: Format (the mask), Example (a live preview), and Next Value (the spinbutton for the next number to assign).
Format mask syntax:
# = one digit (number of # characters sets digit width, e.g. PO-##### → PO-00042)YY = 2-digit year, YYYY = 4-digit year, MM = 2-digit month, DD = 2-digit day-1 to disable auto-numbering for that document typeConfigurable number sequences:
| Format Admin Option | # | Next Value Admin Option | # |
|---|---|---|---|
| Purchase Order No. Style | 1 | Next PO Number | 1 |
| Manifest No. Style | 2 | Next Manifest Number | 2 |
| Shipping Order No. Style | 3 | Next Shipping Number | 3 |
| Appointment No. Style | 5 | Next Appointment | 5 |
| Move Tx. Style | 29 | Next Move Number | 29 |
| Asset No. Style | 39 | Next Asset Number | 39 |
| Work Order No. Style | 40 | Next Work Order Number | 40 |
| Lease No. Style | 41 | Next Lease Number | 41 |
| Adjustment No. Style | 42 | Next Adjustment Number | 42 |
| Serial No. Style | 43 | Next Serial Number | 43 |
| Inventory No. Style | 48 | Next Item Number | 48 |
| Invoice No. Style | 49 | Next Invoice Number | 49 |
| Repair No. Style | 74 | Next Repair Number | 74 |
| In-Transit No. Style | 110 | Next In-Transit Number | 110 |
| Customer No. Style | 111 | Next Customer Number | 111 |
| Cycle Count No. Style | 166 | Next Cycle Count Number | 166 |
| RFQ No. Style | 177 | Next RFQ Number | 177 |
| Lot No. Style | 190 | Next Lot Number | 190 |
| Custom Field #1 Style | 210 | Next Number | 210 |
| Custom Field #2 Style | 214 | Next Number | 214 |
The Email module configures the outgoing mail server. Fields ending in / Key or / Secret support API key–based providers such as Mailjet (in-v3.mailjet.com) in addition to standard SMTP.
Primary mail server:
| Field | # |
|---|---|
| Mail From | 601 |
| Mail Host | 602 |
| Mail User / Key | 603 |
| Mail Password / Secret | 604 |
| Mail Port | 605 |
| Mail SSL | 606 |
Secondary mail server (failover host):
| Field | # |
|---|---|
| Secondary Host | 612 |
| Secondary User / Key | 613 |
| Secondary Password / Secret | 614 |
| Secondary Port | 615 |
| Secondary SSL | 616 |
The Module dropdown includes additional categories for module-specific Admin Options:
| Module | Configures |
|---|---|
| Defaults | Default receiving spot, units of measure, payment terms, ship via, default reason codes, default statuses |
| Inventory | Move screen type, restocking calculations, committed quantity behavior |
| Cycle Count | Cycle count behavior |
| Receiving | Receiving behavior |
| Appointments | Appointment defaults |
| Purchase Orders | Purchase order behavior |
| Issuing | Issue transaction behavior |
| Shipping Orders | Shipping order behavior |
| Work Orders / BOM | Work order and BOM behavior |
| Assets | Asset management options |
| Repair Orders | Repair order behavior |
| Logos | Branding and logo configuration |
| Documents | Document generation options |
| Mobile | Mobile app behavior |
Admin Options requires Security ID 159. Only users in groups with this permission can open the page.
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