Module : Company Data
Path: Company > Company > System Preferences
Topic : System Preferences
Version(s) : Version 5.1 and up 
Editions : All Editions

Navigate to the System Preferences module from the Company Data menu. (Company Data > Company > System Preferences)

The Edit System Preferences window will pop up.

Company/New Order

Company Contact Information:

1. *Company Name
   
2. Address
   
3. City
   
4. State
   
5. Zip Code
   
6. Country
   
7. Phone Number
   
8. Fax Number
   
9. Logo URL
   

Order Entry Options:

1. Enable Zip Code lookup when entering a new order
   
2. Use stored credit card info for a new order on existing customer
   
3. Restrict Subscripts in new order by pay methods and do not sell states
   
4. Require bank city and state for Telechecks when entering a new order
   
5. Close script window when leaving order
   
6. Show products that are set to disallow pay and shipment processing
   
7. Do not require manager override for coupons
   
8. Default tracking field to use when entering a new order
   
1. 
   
9. Pending Adjustment Reconciliation
1. 
   

Placeholder Credit Card Numbers for Tokenized Accounts

1. Visa
   
2. Discover
   
3. Mastercard
   
4. American Express
   

Limits 

System Limits

1. Max number of transactions before an item is set to fatal decline
   
2. Min number of days before an item is resubmitted for payment processing
   
3. Max number of days before an item is resubmitted for payment processing
   
4. No. of days before the current date to set the pre pay. processing cutoff date
   
5. Max dollar amount an order can have before it is held due to high $ filter
   
1. The items on the order will go to an Invalid status
6. Include credit items in high $ filter
   
7. Default number of days after an RMA is opened before it will expire
   
1. The system will automatically close RMA's when they hit this number of days
   
2. Refund will not be created
8. Number of days between Password Changes
   
9. Default backorder expiration days
   
10. Hold shipment on orders with backorders
    
11. Prevent duplication of notification emails (Days)

System/Autoship

System Defaults

1. Default to 'All' tab on Customer Details page.
   
2. Select all criteria for using an existing customer in the OLX Import.
   
1. If checked the OLX order import matches the following:
   
   Address 1
   
   Address 2
   
   City
   
   State
   
   Zip
   
   Email
   
   Client
   
   Campaign
   
   

   This is meant only for the OLX Import that comes standard to your system. This is only to preselect the configurator and would not work for any custom imports.
   
3. Enable break buttons in Timecard window.
   
4. Require Manger Override for Credit amts greater than Orign Amts.
   
5. First day of the fiscal week.
   
1. Selecting the dropdown allows you to choose which day of the week will be the first day of the fiscal week 
   
6. Quick order/customer lookup default.
   
1. 
   
7. Allow cancellation of Shipped Items
   
1. CS actions are prevented when an order is Locked due to having an item in Item Awaiting Ship-Confirm status 
   
1. checked - allows agents to cancel the line item.
   
2. unchecked - agents will not be able to cancel the line item in Item Awaiting Ship-Confirm status
   
8. Disable shipping orders lock
   
1. checked - disables the LOCK status on orders when a line item is in Awaiting Ship-Confirm status.
   
2. unchecked - enables the LOCK status on orders when a line item is in Awaiting Ship-Confirm status.

Subscription Preferences

1. Outstanding Item Types
   
1. All Items
   
2. Installment Items Only
   
2. Max number of outstanding intallments before continuities will not be created
   
3. Max installment balance before continuitities will not be created
   
4. Max number of days from the due date a Subscription will still be created
   
5. Autoship Label
   
1. 
   
1. Select Change
   
2. Set the labels to the desired terminology for your business settings
   
3. 
   
1. Autoship Label - Anywhere within OLX the Autoship Label is used the term listed here will be used in place of
   
2. Autoship Label Plural - Anywhere within OLX the Autoship Label Plural is used the term listed here will be used in place of
   
3. Abbreviated Autoship Label - Anywhere within OLX the Abbreviated Autoship Label is used the term listed here will be used in place of
   
6. Create multiple Subscriptions on single order?
   
1. This is now done inherently within the system and is a non active setting expected to be removed from OLX in a future build. Please disregard. 
   
7. Show confirmation number when canceling an autoshipment.
   
8. Stop autoship if items are cancelled status.
   
1. when continuity processing runs, it will check for orders that are eligible to be created and then check the most recent order created to see if the continuity item was cancelled. If the continuity item was cancelled on the last order, the system will stop the continuity during the current job.
   
2. Unchecked - when continuity processing runs, it will check for orders that are eligible to be created and skip checking the most recent order created for item status of cancelled
9. Stop autoship if items are shipment cancelled status
   
1. when continuity processing runs, it will check for orders that are eligible to be created and then check the most recent order created to see if the continuity item was shipment cancelled. If the continuity item was shipment cancelled on the last order, the system will stop the continuity during the current job.
   
2. Unchecked - when continuity processing runs, it will check for orders that are eligible to be created and skip checking the most recent order created for item status of shipment cancelled
   
10. Stop autoship if items are fatal auth status
    
1. Checked - when continuity processing runs, it will check for orders that are eligible to be created and then check the most recent order created to see if the continuity item was fatal auth. If the continuity item was fatal auth on the last order, the system will stop the continuity during the current job.
   
2. Unchecked - when continuity processing runs, it will check for orders that are eligible to be created and skip checking the most recent order created for item status of Fatal auth
11. Allow autoship on Telecheck orders.
    

Inventory

1. Do not process receipts
   
2. Remove Allocation During Declines
   
1. When an item goes to Item Decline Authorization the inventory is removed from the line and added back to available units for new orders.
   
2. Once payment processes, inventory is added back to the line item and will move to ship ready or backorder if there are not enough units available for the order at that time.

Report Info

Report Information

1. 1. Show actual # of ADD in Call Log and Performance reports
      
   2. Show actual # of USL in Call Log and Performance reports
      
   3. Show actual # of XSL in Call Log and Performance reports
      
   4. Show actual # of CTY in Call Log and Performance reports
      
   5. Show actual # RSH in Call Log and Performance reports
   6. Show net % of ADD/RSH/CTY in Performance report.
      
   7. Do not show Batch entered orders in Performance reports.
      
   8. Do not show Cancelled Items in Performance reports.
      
   9. Do not show Shipment Cancelled Items in Performance reports.
      
   10. Do not show Held Items in Client Performance report.
       
   11. Do not include Short Aban in Aban % in Client Performance report.
       
   12. Adjust Rates for Script Settings in Performance reports.
       
   13. Hide Adjusted Columns in Performance Report.
       
   14. Do not show Add ons in Performance reports.
       
   15. Do not show Imported Calls in Performance reports.
       
   16. Only show one decimal place in performance reports.
       
   17. Show # of Ords and % in Net Sales Report for Cancels, Declines and Rejects.
       
   18. Include ring time in short call calculation.
       
   19. Include ring time in short abandon call calculation.
       
   20. Show days until next shipment date in packing slips.
       
   21. Check the Show Inactive Checkboxes by Default.
       
   22. Recording URL
       
   23. Recording URL Suffix

Export Info

Edit default export information

1. Default Order Export Prefix
   
2. Don't allow partial shipments for exports
   

Edit default warehouse export columns

1. Datawarehouse Available Columns - Please see the Datawarehouse Export Definition article for more information regarding available columns
   
1. Datawarehouse Selected Columns - Columns listed here will be the default selected columns for any new Datawarehouse Export. These columns can still be adjusted when creating new Datawarehouse Exports. 
   
2. Flattened Available Columns - Please see the Flattened Export Definition article for more information regarding available columns
   
1. Flattened Selected Columns - Columns listed here will be the default selected columns for any new Flattened Export. These columns can still be adjusted when creating new Flattened Exports. 
   
   
3. Right Single Arrow - This will move any highlighted items to the Selected Columns table
   
4. Left Single Arrow - This will move any highlighted items to the Available Columns table 
   
5. Right Double Arrow - This will move all items from Available Columns table to the Selected Columns table
   
6. Left Double Arrow - This will move all items from Selected Columns table to the Available Columns table
   
7. Up Single Arrow - This will move any highlighted items up one space on the list within the Selected Columns table
   
8. Down Single Arrow - This will move any highlighted items down one space on the list within the Selected Columns table
   

Delivery/Default

Delivery Options

By clicking the Change icon  on Export File Delivery Options and selecting OK from the Please Confirm popup you will automatically be taken to the Email Profiles screen. 

1. Profile Name:
   
2. SMTP Server: The e-mail server you use to send company e-mail.
   
3. SMTP Logon: 
   
4. SMTP Password:
   
5. Confirm SMTP Password:
   
6. Port:
   
7. From (Default): The return address as it appears on the e-mail. 
   
8. Email Client: Selections are as follows:
   
1. Secure - 
   
2. Legacy - Any authentication method older than Secure methods (see above)
   
9. Auth Mechanism: Selections are as follows:
   
1. UserPassword (Recommended) - The password currently in use on the SMTP
   
2. CRAMMD5
   
3. NTLM
   
4. Kerberos
   
10. Is Active: Check this box to activate
    
11. Save: To save changes and exit popup
    
12. Close: To exit popup without saving changes
    
13. Send Test Email: Will send a test email
    
14. Delete: Delete profile settings and exit popup
    
    
    
    

    "DefaultDeliveryProfile" & "DefaultNotificationProfile" are reserved profiles and unable to be renamed or deleted.
    These are required for existing features for file delivery & notifications. 

Edit default location information. This determines the location entered for all calls and orders:

1. Default OLCC Agent Calls Location:
   
1. 
   
2. Default PBX Calls Location:
   
1. 
   
3. Default Orders Entered Location:
   
1. 
   

Edit Default Payment Processing information. Any campaigns without a default Pay Processing Account will use this account:

• Select the Processing account from the drop down menu.
  

Edit default commission to information. This Determines which employee receives commission for an order or autoship order:

1. Default Commission Owner:
   
1. 
   
2. Employee who took the original order
   
3. Employee who added the item to the order.
   
4. Static Employee (i.e. 'House' account)
   
2. Default Autoship Comm. Owner:
   
1. 
   
2. Employee who took the original order
   
3. Employee who added the item to the order.
   
4. Static Employee (i.e. 'House' account)
   

Edit your default auth settle type. This determines whether your items will be fulfilled after the initial Authorization or Settled first:

1. Default Auth Settle Type
   
1. 
   
2. Auth->Settle->Fulfillment
   
3. Auth->Fulfillment->Ship Confirm->Settle.

Other default information:

1. Check "Show inactive" checkbox in list filter by default.
   
2. Expand Customer Details Order History by default
   
3. Expand Sales Agent Commission by default.
   

Custom Values  

1. Add new record
   
1. Name - This will be given to you by an OLX employee and must match exactly. Spacing, special characters, and capitalization matter.
   
2. Value - This will be given to you by an OLX employee and must match exactly. Spacing, special characters, and capitalization matter.
2. Edit icon - Allows you to edit an existing entry
   
3. Delete icon - Allows you to remove an existing entry

• Click the Save button and all changes will be applied and saved. The Edit System Preferences window will close.
  
• To cancel any of the current changes you have made, click the  Cancel button. This will close the Edit System Preferences window without saving any changes.
  
• To apply the current changes you have made, click the  Apply button.
  
• To print the current Edit System Preferences window, click the  Print button.
  

System Preferences
Copyright 2019
Revised 4.20.2023