P4 Software P4 Software / logisticaHQ-en

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Configuration

The Configuration screen holds the settings that decide how your whole warehouse behaves: how orders are allocated and waved, what receivers must scan, what prints and when, which emails go out, how the handheld prompts, and hundreds more. Settings apply to the whole tenant, for every warehouse, user and client, unless a customer, client or product setting overrides them. Those overrides are noted in each setting's description.

This page explains how to find and change a setting, then lists every setting the screen shows, with its type, its default and what it does, in the same groups and order as the screen.

Change settings with care. A setting takes effect for everyone as soon as it is saved, including on handhelds in the middle of a task. Change one setting at a time, test it on a single order or receipt, and note what you changed. Only administrators can save settings: anyone else is refused when they click Save.

Find and change a setting

  1. Open Setup > System > Configuration.
  2. Settings are grouped in the Config names tree on the left, in three top groups: Setup (system and integration settings), Business (how the warehouse works: inventory, receiving, production, fulfillment, returns, handheld, products, 3PL and more) and Advanced (technical settings rarely changed). Click a folder to open it. A gear icon marks a group that holds settings.

The Config names tree with the Business group open, listing Inventory, Receiving, Production, Fulfillment and the other groups

  1. Click a group with a gear icon. Its settings open on the right, under the group's full name, for example Business - Fulfillment - Allocation. Every setting shows its current value and, under it, an explanation of what it does.
  2. Change the values you need. Yes / No settings are tick boxes, choices are lists, zone settings let you pick one or more zones.
  3. Scroll to the bottom of the group and click Save. The whole group is saved at once. Saved confirms it.

The Business - Fulfillment - Allocation settings: Zones to include, Allocation style, Short options, Expiry allocation precedence and Expiry allowance, each with its explanation

Click Refresh above the tree to reload the values, for example after someone else changed a setting. The quickest way to reach a setting you know by name is the search bar: press Ctrl+K and type part of its name. See Searching with Ctrl+K.

How to read the reference

  • Setting is the name exactly as the screen shows it.
  • Type tells you what the setting takes: Yes / No, a whole number, a number that may have decimals, text, a choice from a list, or zones.
  • Default is the value a new tenant starts with. Your tenant may have been set differently during implementation.
  • Settings of the type Password never show their value.

Setup settings

Setup - System

SettingTypeDefaultWhat it does
Session ExpiryWhole number120Number of minutes before session expires.
Audit Records LimitWhole number1000Maximum number of records an audit report should return.
History Records LimitWhole number100Maximum number of records in history report.
Query Records LimitWhole number10000Maximum number of records a SQL query should return.
Grid Export Record LimitWhole number10000Maximum number of records allowed in grid export.

Setup - Password Policy

SettingTypeDefaultWhat it does
Enforce AdministratorsYes / NoNoWhether password policy should be enforced for administrators.
Allow Admin Password ChangeYes / NoYesWhether direct passwords change by administrators.
Minimum Password LengthWhole number8Minimum password length.
Maximum Password LengthWhole number16Maximum password length.
Upper Case RequiredYes / NoYesWhether password must contain upper and lower case characters.
Numbers RequiredYes / NoYesWhether password must contain numbers.
Special Characters RequiredYes / NoYesWhether password must contain special characters.
Days ExpiryWhole number60If a user doesn't change it's password within that period an account will be deactivated.
Password Warning ThresholdWhole number14Number of days after which a warning should be displayed on password change.
Password Non Repeat CountWhole number5Prevent allowing last N passwords to repeat.
Deactivate On Failed Login AttemptsWhole number5Number of failed login attempts before account deactivation.

Setup - Integration

SettingTypeDefaultWhat it does
Enable Data EntryYes / NoYesControls whether Data Entry should be enabled or data is expected to be created/updated via Integration only.
Upload ControlsYes / NoNoControls whether Upload failure reprocessing should be enabled.
Integration Auto UploadYes / NoNoEnable automatic upload of integration data.
Pickticket Upload CountWhole number100Number of pick tickets to upload per batch.
Production Order Upload CountWhole number100Number of production orders to upload per batch.
Purchase Order Upload CountWhole number100Number of purchase orders to upload per batch.
Returns Upload CountWhole number100Number of returns to upload per batch.
Re Upload Grace PeriodWhole number30Grace period in days before allowing re-upload of failed documents.
Re Upload PickticketsYes / NoNoEnable re-upload of failed pick tickets.
Re Upload Production OrdersYes / NoNoEnable re-upload of failed production orders.
Re Upload Purchase OrdersYes / NoNoEnable re-upload of failed purchase orders.
Re Upload ReturnsYes / NoNoEnable re-upload of failed returns.

Setup - Communication - Email

SettingTypeDefaultWhat it does
Smtp HostTextemptySmtp server for email sending.
Smtp PortWhole numberemptySmtp server port for email sending.
Use SSLYes / NoNoWhether to use SSL channel.
DomainTextemptyDomain name for credential verification.
UsernameTextemptyUsername associated with sending email.
PasswordPasswordPassword associated with credentials.
From EmailTextemptyFrom address for automated emails.
ToTextemptyCatch all recipients for automated emails. All emails sent via system will be included. Comma separated.
CcTextemptyCatch all (CC) recipients for automated emails. All emails sent via system will be included. Comma separated.
BccTextemptyCatch all (BCC) recipients for automated emails. All emails sent via system will be included. Comma separated.
Use Azure Communication ServicesYes / NoNoSend automated emails through Azure Communication Services even though an SMTP server is configured. Tenants without an SMTP server use Azure Communication Services automatically; nothing needs to be entered.
Azure Communication Connection StringPasswordConnection string of your own Azure Communication Services resource. Leave empty to send through the LogisticaHQ mail service.

Setup - User Interface

SettingTypeDefaultWhat it does
Allow Web HandheldYes / NoNoAllow web-based handheld interface.
Display Product ImagesYes / NoYesDisplay product images in the user interface.
Document State StylesTextemptyCSS styles for document state indicators.
License Exceed BehaviourTextemptyBehavior when license user limit is exceeded.

Business settings

Business - Inventory

SettingTypeDefaultWhat it does
Enable Daily SnapshotYes / NoNoCapture a nightly inventory snapshot (90 day history).

Business - Receiving - Data Entry

SettingTypeDefaultWhat it does
Po Number PrefixTextPO-PO number prefix.
Allow Custom Po NumberYes / NoYesWhether a custom PO number could be entered during data entry.
Duplicate Sku BehaviourChoiceAllowDuplicate SKUs line behaviour. Allow - allows duplicates, Warning - Will present a prompt warning of a duplicate. Prevent - will error on attempt to create a duplicate. Choices: Allow, Prompt, Prevent.
Packsize Entry TypeChoicePacksData entry unit of measure for packsize controlled items. Choices: Packs, Eaches.
Bulk Update FieldsTextemptyComma separated list of fields that are available for Apply Field(s) function in Purchase order list.

Business - Receiving - Operations

SettingTypeDefaultWhat it does
Allow Po Receiving Without AssignmentYes / NoYesWhether a PO should be allowed to receive without assigned Operator.
Allow Po Receiving Without Dock DoorYes / NoYesWhether a PO should be allowed to receive without Dock door assigned.
Expiry AllowanceWhole number0Whether to allow expired product and expiry allowance in days. Ex: 5 mean admitting product will expire in 5 days, any value less than that will be rejected. Ex: -5 admitting product has expired for 5 days, any value that has been expired for more than 5 days will be rejected.
Over Receive ThresholdWhole number50Over-Receive threshold. How much more of the product could be received (in %) compared to ordered quantity. Zero means - no over receiving will be accepted.
Include Photos On Recv SlipYes / NoNoWhether to include photos of order on receiving slip report.
Require Arrival EvidenceYes / NoNoDefault for new purchase orders: refuse to receive until the arrival is recorded - driver, vehicle, seal, signature and a photo. Each PO carries its own copy of this switch, so changing it here never alters a PO that already exists.

Business - Receiving - Handheld

SettingTypeDefaultWhat it does
Show Expected QuantityYes / NoYesWhether to show expected quantity during receiving.
Allow Handheld CloseYes / NoYesWhether a Handheld operator should be allowed to close PO.
Collect Weight And DimensionsYes / NoNoWhether a Handheld operator should collect missing Weight and Dimensions of a product.
Collect BarcodeYes / NoNoWhether a Handheld operator should collect missing Barcode for Product and/or Packsizes.
Print LabelsYes / NoNoPrint labels during receiving.
Suggest Putaway BinYes / NoNoWhether the system should suggest a bin to receive to.

Business - Receiving - Automation

SettingTypeDefaultWhat it does
Auto Close Received PosYes / NoYesWhether to close POs automatically upon receipt.
Generate Back Order On CloseYes / NoNoWhether to create a backorder on closing with outstanding quantities.
Auto Release Back OrderYes / NoNoWhether to auto release backorders.

Business - Receiving - Document Printing

SettingTypeDefaultWhat it does
Receiving Slip DisclaimerText (several lines)emptyDefault message that will be printed on Receiving Slip document (PDF) in the Footer section. Typically contains Disclaimer information. Could be overriden on Client or Partner level.

Business - Receiving - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Closure of Purchase order.
ToTextemptyComma separated list of recipients. Available keywords: (@VendorEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@VendorEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@VendorEmail, @ClientEmail).
SubjectTextemptyEmail Subject. Available keywords: (@PurchaseOrderNumber, @ReceiveDate, @VendorName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@PurchaseOrderNumber, @ReceiveDate, @VendorName, @ClientName).

Business - Production - Operations

SettingTypeDefaultWhat it does
Number PrefixTextPRD-Production order number prefix.
Allow Custom Prod NumberYes / NoYesWhether a custom product order number could be entered during data entry.
Allow Over ProductionYes / NoNoWhether a production order should be allowed to building more than was Allocated.
Allow Completing With Missing ComponentsYes / NoNoWhether a production order can be completed if it's missing components in production area.
Consumption ModeChoiceOrdered QuantityProduction consumption mode. 'Ordered quantity' will consume according to ordered quantities regardless of quantities produced. 'Production Proportionate' will consume proportionally to produced quantity. Choices: Ordered Quantity, Production Proportionate.

Business - Production - Picking

SettingTypeDefaultWhat it does
Allow ShortingYes / NoYesIf enabled, will allow non administrator users to short picks.
Allow SkippingYes / NoNoIf enabled, will allow users to skip picks.
Mark For Cycle Count On ShortYes / NoNoMark for Cycle count on Shorting.

Business - Production - Allocation

SettingTypeDefaultWhat it does
Zones To IncludeZonesemptyZones to include in allocation; pick one or more. Empty = every zone.
Work Area ZonesZonesemptyZones that make up the production work area; pick one or more.
Expiry AllowanceWhole number145Minimum number of days to be allowed on an expiry product to be allocated.
Auto Assign Work AreaYes / NoNoWhether to automatically assign work area. First empty bin will be used in work area zones will be assigned.
Allocation StyleChoiceBin NameOptions for allocation behaviour. FIFO - First in, first out. LIFO - Last in, first out. BinName - Based on alphanumeric bin sorting. MostProductFirst - Attempt to consume product from bin/lpn with most quantity first. LeastProductFirst - Attempt to consume product from bin/lpn with least quantity first. Choices: FIFO, LIFO, Bin Name, Most Product First, Least Product First.
Short OptionsChoicePick ShortOptions for short behaviour. PickShort - Pick and ship what is available. HoldShort - Reserve what's available and hold. Choices: Pick Short, Hold Short.
Expiry Allocation PrecedenceChoiceOldest FirstExpiry controlled items override Allocation style. Choices: No Precedence, Oldest First, Newest First.
Lot Allocation StyleChoiceInheritLot controlled items allocation style. Choices: Inherit, Alphabetical, Max Qty First, Min Qty First.
Allow Partial LotsYes / NoYesAllow partial lot allocation. If enabled, the system will allow multiple lots to be picked.
Obey Zone SequenceYes / NoNoWhether zone sequence setup on Allocation screen should be enforced during allocation (ex: Zones A, B, C will enforce stock to be first allocated from zone A then B then C).
Allocate BulkYes / NoYesInclude LPNs in Bulk Zones during allocation to pick/replenish from.
Hold LetdownYes / NoYesWhether to hold order for Letdown.
Packsize BreakdownYes / NoYesWhether to issue packsize breakdown requests and hold order.
Allocate EachesYes / NoYesWhether to allow allocating eaches for packsize controlled items.

Business - Production - Handheld

SettingTypeDefaultWhat it does
Print LabelsYes / NoNoPrint labels during production.
Collect Weight And DimensionsYes / NoNoWhether a Handheld operator should collect missing Weight and Dimensions of a product.
Collect BarcodeYes / NoNoWhether a Handheld operator should collect missing Barcode for Product and/or Packsizes.

Business - Production - Automation

SettingTypeDefaultWhat it does
Reset User On ChangeYes / NoNoWhether to reset user assignment throught the lifecycle of a sroduction order.
Auto Allocate On Release To FloorYes / NoNoWhether an order should auto allocate upon being released to floor. Default allocation settings will be used.
Auto Print On AllocationYes / NoNoWhether an order should auto print replenishment/picking ticket on allocation. Default waving settings will be used.
Auto Complete On Last BuildYes / NoNoWhether an order should auto Complete and backflus work area inventory on last build.
Auto Close On CompleteYes / NoNoWhether an order should auto Close on Completion.

Business - Fulfillment - Shipping - Truck Load - Operations

SettingTypeDefaultWhat it does
Truck Load Number PrefixTextLD-Truck load number prefix.
Bol PrefixText11111111GS1 BOL Company Prefix [8 digits]. Used in Bill Of Lading number generation unless one setup on a 3PL client.
Charge TermsChoiceEmptyDefault value for 'Charge Terms' option. Choices: Empty, Collect, Prepaid, Third Party.
Freight CountedChoiceEmptyDefault value for 'Freight Counted' option. Choices: Empty, By Shipper, By Driver Pallets, By Driver Pieces.
Trailer LoadedChoiceEmptyDefault value for 'Trailer Loaded' option. Choices: Empty, By Shipper, By Driver.
Allow Printing Bol Without SignatureYes / NoNoWhether a BOL document will be allowed to print without signatures. Applies only to regular users, administrators will be able to print regardless of this setting.
Auto Print On ShipYes / NoNoWhether a BOL document should be automatically printed upon shipping.
Shipper ESignYes / NoYesDefault value for 'Shipper e-sign' option.
Carrier ESignYes / NoYesDefault value for 'Carrier e-sign' option.
Consolidation RulesChoiceMatch Full AddressTruck load consolidation restrictions, less relaxed matching rules are used for loads bound for distribution centers. 'Match Full Address' - Totes full address must match with truckload. 'Match Route' - Totes route must match. 'Match Zip/Postal' - Zip/postal must match. 'Match City' - City must match. 'Match State/Province' - State/Province must match. 'Any' - all totes for this customer will be available for consolidation regardless of shipping information. Choices: Match Full Address, Match Route, Match Appt Number, Match Zip Postal, Match City, Match State Province, Any.
Loading ModeChoicePalletTruck load loading mode. Either pallet or totes. Choices: Carton, Pallet.
Require Dock DoorYes / NoNoWhether to require Truck Loads to be assigned to dock doors for shipping.
Require Dock Door MatchingYes / NoNoWhether to require Totes to be moved to Dock doors and require to match Dock door to Truck load dock door assignment.
Require Freight Charge TermsYes / NoNoWhether to require Truck Loads to have Freight Charge terms setup before Staging.
Pallet WeightNumber0.0Default pallet weight. If filled in, will automatically calculate total pallet weight on Staging.
Hazmat MessageText (several lines)emptyMessage to be printed on BOL for Hazmat products. Should contain contact information of a Hazmat removal service.
Bol Order Detail AggregatorTextemptyBill of lading order detail aggregation strategy.

Business - Fulfillment - Shipping - Truck Load - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Closure of Truck loads.
ToTextemptyComma separated list of recipients. Available keywords: (@CustomerEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@CustomerEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@CustomerEmail, @ClientEmail).
SubjectTextemptyEmail Subject. Available keywords: (@TruckLoadNumber, @BillOfLadingNumber, @ShipDate, @CustomerName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@TruckLoadNumber, @BillOfLadingNumber, @ShipDate, @CustomerName, @ClientName).

Business - Fulfillment - Shipping - Master Truck Load - Operations

SettingTypeDefaultWhat it does
Truck Load Number PrefixTextMLD-Master Truck load number prefix.
Charge TermsChoiceEmptyDefault value for 'Charge Terms' option. Choices: Empty, Collect, Prepaid, Third Party.
Freight CountedChoiceEmptyDefault value for 'Freight Counted' option. Choices: Empty, By Shipper, By Driver Pallets, By Driver Pieces.
Trailer LoadedChoiceEmptyDefault value for 'Trailer Loaded' option. Choices: Empty, By Shipper, By Driver.
Auto Print On ShipYes / NoNoWhether a Master BOL document should be automatically printed upon shipping.
Shipper ESignYes / NoYesDefault value for 'Shipper e-sign' option.
Carrier ESignYes / NoYesDefault value for 'Carrier e-sign' option.
Require Dock DoorYes / NoNoWhether to require Truck Loads to be assigned to dock doors for shipping.
Require Freight Charge TermsYes / NoNoWhether to require Truck Loads to have Freight Charge terms setup before Staging.
Require Dock Door MatchingYes / NoNoWhether to require Totes to be moved to Dock doors and require to match Dock door to Truck load dock door assignment.

Business - Fulfillment - Shipping - Master Truck Load - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Closure of Truck loads.
ToTextemptyComma separated list of recipients. Available keywords: (@CustomerEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@CustomerEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@CustomerEmail, @ClientEmail).
SubjectTextemptyEmail Subject. Available keywords: (@TruckLoadNumber, @BillOfLadingNumber, @ShipDate, @CustomerName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@TruckLoadNumber, @BillOfLadingNumber, @ShipDate, @CustomerName, @ClientName).

Business - Fulfillment - Shipping - General

SettingTypeDefaultWhat it does
Tax IdTextemptyTax ID for Commercial invoice generation purposes.
Contact NameTextemptyContact name for Commercial invoice generation purposes.
EmailTextemptyEmail for Commercial invoice generation purposes.

Business - Fulfillment - Shipping - Packslip

SettingTypeDefaultWhat it does
Include Photos On PackslipYes / NoNoWhether to include photos of order on packslip report.
Auto Print On ShippingYes / NoNoWhether a Packslip document should be automatically printed upon Shipping.
Auto Print On Carrtier LabelYes / NoNoWhether a Packslip document should be automatically printed upon generating carrier label. Note! if this and 'Auto Print On Shipping' are both enabled, this will result in duplicated packslips.
Require Pallet PrintingYes / NoNoWhether Pallet labels are required to be printed for a Packslip that has LPNs.
Auto Print On Carrier LabelYes / NoNoAutomatically print packslip when carrier label is printed.

Business - Fulfillment - Shipping - Small Parcel

SettingTypeDefaultWhat it does
Shipping BrokerChoiceEasy PostShipping service broker. Choices: Easy Post.
Broker UrlTextemptyShipping broker Url.
Broker Api KeyTextemptyShipping broker API Key.
Carrier Service MapText (several lines)emptyCarriers and services map [<carrier1>=<service1>,<service2>;<carrier2>=<service3,service4>;].
Auto Ship On Carrier LabelYes / NoYesWhether a Packslip should be automatically shipped upon generating a carrier label.
Carrier Manifest PrefixTextCM-Carrier manifest prefix. Generate when totes get shipped picked up by a Small Parcel carrier.
Tote Weight Unit Of MeasureChoiceKgTote weight units of measure. Choices: Kg, Gr, Lb, Oz.
Tote Length Unit Of MeasureChoiceCmTote length, width and height units of measure. Choices: M, Cm, Mm, Ft, In.
Weight Dims Capture UrlTextemptyUrl to a instance of Tricolops for automated weight/dims capture.
Update To Validated AddressYes / NoNoShould a pick ticket be automatically updated to validated address if address validated is enabled/available and address is changed.
Ecom Dashboard Print Tote LabelYes / NoNoWhether a tote label should be printed with using E-com dashboard.
Allow Small Parcel Re ShippingYes / NoNoAllow re-shipping of small parcel shipments.
Auto Ship Order On Pallet To Dock MoveYes / NoNoAutomatically ship order when pallet is moved to dock.
Carrier ListTextemptyComma-separated list of carriers for small parcel shipping.
Require Carrier Pallet AssignmentYes / NoNoRequire carrier pallet assignment for small parcel.
Require Pallets At DockdoorsYes / NoNoRequire pallets to be at dock doors for small parcel shipping.

Business - Fulfillment - Shipping - Private Fleet

SettingTypeDefaultWhat it does
Require Dock DoorYes / NoNoWhether to require Pick Tickets to be assigned to dock doors for shipping.
Require Dock Door MatchingYes / NoNoWhether to require Totes to be moved to Dock doors and require to match Dock door to Pick Ticket dock door assignment.
Default Driver IdTextemptyDefault Driver Id to be used when Shipping. This value will be used during Auto Shipping.
Default Vehicle IdTextemptyDefault Vehicle Id to be used when Shipping. This value will be used during Auto Shipping.
Default Seal NumberTextemptyDefault Seal number to be used when Shipping. This value will be used during Auto Shipping.
Track Pick Ticket Geo LocationYes / NoYesTrack Pick ticket Geo Location.

Business - Fulfillment - Shipping - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Shipping of Pick tickets.
ToTextemptyComma separated list of recipients. Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
SubjectTextemptyEmail Subject. Available keywords: (@PickTicketNumber, @CloseDate, @CustomerName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@PickTicketNumber, @CloseDate, @CustomerName, @ClientName, @TrackUrl).

Business - Fulfillment - Shipping - One Scan Shipping

SettingTypeDefaultWhat it does
Auto Purchase Carrier LabelYes / NoYesAutomatically purchase carrier label during one scan shipping.
Auto Rate Unrated OrdersYes / NoYesAutomatically rate unrated orders during one scan shipping.
Print Tote LabelYes / NoNoPrint tote label during one scan shipping.
Require Carton SelectionYes / NoYesRequire carton selection during one scan shipping.
Require Pre RatingYes / NoYesRequire pre-rating during one scan shipping.
Require WeightYes / NoYesRequire weight entry during one scan shipping.

Business - Fulfillment - Closing - Back Orders

SettingTypeDefaultWhat it does
Generate Back Order On CloseYes / NoNoWhether to create a backorder on closing with outstanding quantities.
Auto Release Back OrderYes / NoNoWhether to auto release backorders.

Business - Fulfillment - Closing - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Closing of Pick tickets.
ToTextemptyComma separated list of recipients. Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
SubjectTextemptyEmail Subject. Available keywords: (@PickTicketNumber, @CloseDate, @CustomerName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@PickTicketNumber, @CloseDate, @CustomerName, @ClientName, @TrackUrl).

Business - Fulfillment - Data Entry

SettingTypeDefaultWhat it does
Pick Ticket Number PrefixTextPCK-Pick ticket number prefix.
Allow Custom Pick Ticket NumberYes / NoYesWhether a custom WO number could be entered during data entry.
Warehouse Transfer Number PrefixTextTRNS-Warehouse transfer number prefix.
Shipping Rule PrefixTextRL-Shipping rule prefix.
Packsize Entry TypeChoicePacksData entry unit of measure for packsize controlled items. Choices: Packs, Eaches.
Duplicate Sku BehaviourChoiceAllowDuplicate SKUs line behaviour. Allow - allows duplicates, Warning - Will present a prompt warning of a duplicate. Prevent - will error on attempt to create a duplicate. Choices: Allow, Prompt, Prevent.
Bulk Update FieldsTextemptyComma separated list of fields that are available for Apply Field(s) function in Pick ticket list.

Business - Fulfillment - Automation

SettingTypeDefaultWhat it does
Reset User On ChangeYes / NoNoWhether to reset user assignment throught the lifecycle of an order.
Auto Allocate On Release To FloorYes / NoNoWhether an order should auto allocate upon being released to floor. Default allocation settings will be used.
Auto Cartonize On AllocationYes / NoNoWhether an order should auto cartonize on allocation using customer profile and default settings.
Auto Wave On AllocationYes / NoNoWhether an order should auto wave on allocation. Default waving settings will be used.
Auto Wave On ProductionYes / NoNoWhether an order should auto wave on production. Default waving settings will be used.
Auto Ship On Last PickYes / NoNoWhether an order should auto ship on last pick. If Proof of shipment is required, this option will execute when Shipped qty is equal to Picked quantity.
Suspend Shorted On Last PickYes / NoNoWhether an order should auto suspended on last pick if order was Handheld shorted.
Auto Close On ShipYes / NoNoWhether an order should auto close upon shipping. If Proof of delivery is required, this option will execute when Delivered qty is equal to Shipped quantity.

Business - Fulfillment - Releasing

SettingTypeDefaultWhat it does
Enable Address Geo CodingYes / NoNoWhether an address should be validated and Geo Coded upon releasing to floor - Does not work with TruckLoad consolidation. Note, address may change after geo coding. Note, Additional costs may apply.
Preview ZoomWhole number10Address preview zoom.
Pre Rate One Line OrdersYes / NoNoPre-rate one line orders during release.

Business - Fulfillment - Allocation

SettingTypeDefaultWhat it does
Zones To IncludeZonesemptyZones to include in allocation; pick one or more. Empty = every zone.
Allocation StyleChoiceFIFOOptions for allocation behaviour. FIFO - First in, first out. LIFO - Last in, first out. BinName - Based on alphanumeric bin sorting. MostProductFirst - Attempt to consume product from bin/lpn with most quantity first. LeastProductFirst - Attempt to consume product from bin/lpn with least quantity first. Choices: FIFO, LIFO, Bin Name, Most Product First, Least Product First.
Short OptionsChoiceHold ShortOptions for short behaviour. PickShort - Will allow shipping shorted orders. HoldShort - Does not releases order for picking but reserves the stock. Choices: Pick Short, Hold Short.
Expiry Allocation PrecedenceChoiceNo PrecedenceExpiry controlled items override allocation style. Choices: No Precedence, Oldest First, Newest First.
Expiry AllowanceWhole number45Minimum number of days to be allowed on an expiry product to be allocated. This option is overriden by a customer setting.
Lot Allocation StyleChoiceInheritLot controlled items allocation style. Choices: Inherit, Alphabetical, Max Qty First, Min Qty First.
Allow Partial LotsYes / NoYesAllow partial lot allocation. If enabled, the system will allow multiple lots to be picked.
Obey Zone SequenceYes / NoNoWhether zone sequence setup on Allocation screen should be enforced during allocation (ex: Zones A, B, C will enforce stock to be first allocated from zone A then B then C).
Allocate BulkYes / NoYesInclude LPNs in Bulk Zones during allocation to pick/replenish from.
Hold LetdownYes / NoYesWhether to hold order for Letdown.
Packsize Allocation StyleChoiceInheritPacksize allocation style. Choices: Inherit, Bigger Packsize First, Smaller Packsize First.
Packsize BreakdownYes / NoYesWhether to issue packsize breakdown requests and hold order.
Allocate EachesYes / NoYesWhether to allow allocating eaches for packsize controlled items.
Break To Inner PacksYes / NoNoWhether to break packsizes to inner packs.
Allocate Cancelled OverdueYes / NoNoAllow allocating orders with overdue Cancel date.
Generate ProductionYes / NoNoGenerate production for missing BOM products.
Auto Release ProductionYes / NoNoAuto release generated production.
Production On UnallocateChoiceDeleteWhat to do with Production bound to this PickTicket on Unallocation. [PreventUnallocation] - Prevents UnAllocation, production needs to be cleared manually. [Delete] - Production will be attempted to delete, Note: Production must be in Draft or Unallocated to be deleted. [Detach] - Production will be detached from this Pick ticket. Choices: Detach, Delete.

Business - Fulfillment - Cartonization

SettingTypeDefaultWhat it does
EnableYes / NoNoEnable cartonizartion.
Default ProfileTextemptyDefault cartonization profile name. Will be used for warehouse transfers and if customer does not have one setup explicitly.

Business - Fulfillment - Waving

SettingTypeDefaultWhat it does
Print LabelsYes / NoYesWhether labels should be printed during waving. Alternatively, labels could be reprinted from other screens (ex: Tote list).
Carton Content RequiredYes / NoNoWhether a carton content label required on all totes. Note! this will require all pick tickets to be cartonized prior to Waving.
Sscc Packaging TypeChoiceCase Or CartonDefault Packaging type for SSCC-18 generation. Choices: Case Or Carton, Pallet, Intra Company Use, Undefined.
Sscc Global Company IdText0000000GS1 Company Prefix [7 digits]. Used in SSCC-18 generation unless one setup on a 3PL client.
Wave Number PrefixTextWVWave number prefix.
Multi Zone WavingYes / NoNoWhether multi zone waving is enabled. If selected, a tote label will be printed for each zone to a zone defined printer.
Default Carton Size NameTextemptyName of the Carton size to be used during manual waving without cartonization. Also this carton will be used when printing from the handheld.
Default Tote TypeChoiceCartonType of picking tote. Carton - Can be staged into a Pickable bin. Pallet can be staged into a Bulk bin. Other cannot be staged at all. Choices: Carton, Pallet, Other.
Number Of CartonsWhole number1Number of cartons to generate per Pick ticket.
Number Of PalletsWhole number0Number of pallets for wave batching.
Orders Per Wave BatchWhole number0Number of orders per wave batch.
Pick To Stage EnabledYes / NoNoEnable pick to stage for waving.
Wave Batch EnabledYes / NoNoEnable wave batch processing.

Business - Fulfillment - Picking

SettingTypeDefaultWhat it does
Allow Full Pallet PickingYes / NoNoWhether to allow scanning Full Pallet/LPN instead of scanning contents of an LPN when that LPN is fully allocated to an order.
Allow Auto PickingYes / NoNoAllow Auto picking. WARNING!!! This will automatically reduce inventory without physical scans. This operation should only be used during training or by trained personnel in special circumstances!
Full Pack Picking Quantity LimitWhole number200Maximum quantity for a single pick when doing Pack picking. WARNING!!! - Making this value too large may cause severe performance degradation.
Full Pack Picking Order Quantity LimitWhole number5000Maximum order quantity on an order to allow full pack picking. WARNING!!! - Making this value too large may cause severe performance degradation.
Allow ShortingYes / NoYesIf enabled, will allow non administrator users to short picks.
Allow SkippingYes / NoNoIf enabled, will allow users to skip picks.
Mark For Cycle Count On ShortYes / NoYesMark for Cycle count on Shorting.
Empty Bin PromptYes / NoNoAsk if bin is empty on picking last product from the bin.
Enforce CartonizationYes / NoNoWhether to enforce picking to follow cartonization results. If set to false, picker may be able to override cartonization results during picking by picking to alternate totes.
Enforce Customer ProfileYes / NoYesWhether to enforce customer cartonization profile rules. Ex: if cartonization dictates no more than 5 units per box, picking more than 5 units will not be allowed.
Enforce Carton Cube WeightYes / NoNoWhether to enforce carton size limitation. If set, pickers will not be allowed to pack more product than carton dimensions/weight allows.
Allow Pick And Pack Pallet PickingYes / NoYesAllow pick and pack pallet picking.
Default Staging For Auto PickYes / NoNoDefault staging location for auto pick.
Pick To Stage Auto PickYes / NoNoEnable pick to stage for auto pick.

Business - Fulfillment - Document Printing

SettingTypeDefaultWhat it does
Packslip DisclaimerText (several lines)emptyDefault message that will be printed on Packslip document (PDF) in the Footer section. Typically contains either Disclaimer information or Returns instructions. Could be overriden on Client or Partner level.
Proforma Invoice DisclaimerText (several lines)emptyDefault message that will be printed on Proforma Invoice document (PDF) in the Footer section. Typically contains Disclaimer information. Could be overriden on Client or Partner level.

Business - Fulfillment - Handheld

SettingTypeDefaultWhat it does
Auto Wave Pick Ticket On ScanYes / NoYesWhether to automatically Wave pick ticket when PickTicket number is either scanned or selected from the list.
Tag ListChoiceTag1Which tag to use in Tag List selection handheld screen. Choices: Tag1, Tag2, Tag3, Tag4, Tag5.

Business - Returns - Data Entry

SettingTypeDefaultWhat it does
Customer Return Number PrefixTextRMA-Customer return number prefix.
Allow Custom Rma NumberYes / NoYesWhether a custom RMA number could be entered during data entry.
Duplicate Sku BehaviourChoiceAllowDuplicate SKUs line behaviour. Allow - allows duplicates, Warning - Will present a prompt warning of a duplicate. Prevent - will error on attempt to create a duplicate. Choices: Allow, Prompt, Prevent.

Business - Returns - Operations

SettingTypeDefaultWhat it does
Allow Receiving Without AssignmentYes / NoYesWhether a Customer return should be allowed to receive without assigned Operator.
Allow Receiving Without Dock DoorYes / NoYesWhether a Customer return should be allowed to receive without Dock door assigned.
Expiry AllowanceWhole number0Whether to allow expired product and expiry allowance in days. Ex: 5 mean admitting product will expire in 5 days, any value less than that will be rejected. Ex: -5 admitting product has expired for 5 days, any value that has been expired for more than 5 days will be rejected.
Over Receive ThresholdWhole number0Over-Receive threshold. How much more of the product could be received (in %) compared to ordered quantity. Zero means - no over receiving will be accepted.
Include Photos On Recv SlipYes / NoNoWhether to include photos on receiving slip report.
Allow Discarding Damaged ProductYes / NoNoWhether it is allowed to discard damaged products during receiving.

Business - Returns - Handheld

SettingTypeDefaultWhat it does
Show Expected QuantityYes / NoYesWhether to show expected quantity during receiving.
Allow Handheld CloseYes / NoYesWhether a Handheld operator should be allowed to close Return document.
Print LabelsYes / NoNoPrint labels during receiving.
Suggest Putaway BinYes / NoNoWhether the system should suggest a bin to receive to.

Business - Returns - Automation

SettingTypeDefaultWhat it does
Auto Close Received ReturnsYes / NoYesWhether to close Returns automatically upon receipt.
Auto Release Back OrderYes / NoNoWhether to auto release backorders.

Business - Returns - Document Printing

SettingTypeDefaultWhat it does
Returns DisclaimerText (several lines)emptyDefault message that will be printed on Returns document (PDF) in the Footer section. Typically contains Disclaimer. Could be overriden on Client or Partner level.

Business - Returns - Email Notification

SettingTypeDefaultWhat it does
Send EmailYes / NoNoWhether to send out emails on Closure of Customer return.
ToTextemptyComma separated list of recipients. Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
CcTextemptyComma separated list of CC (Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
BccTextemptyComma separated list of BCC (Blind Carbon Copy). Available keywords: (@CustomerEmail, @ShipToEmail, @ClientEmail).
SubjectText (several lines)emptyEmail Subject. Available keywords: (@CustomerReturnNumber, @ReceiveDate, @CustomerName, @ClientName).
BodyEmail textemptyEmail Body. Available keywords: (@CustomerReturnNumber, @ReceiveDate, @CustomerName, @ClientName).

Business - Kitting

SettingTypeDefaultWhat it does
EnabledYes / NoNoEnable surgical/loaner kit management (kit dispatch, return count, consumption reconciliation, refill).
Kit Number PrefixTextKIT-Kit number prefix.
Consumption Number PrefixTextCONS-Kit consumption document number prefix.
Consumption DocumentChoiceSales OrderDocument CifraHQ creates for a tray consumption. SalesOrder (default): CifraHQ creates a draft sales order that is never sent to the warehouse; stock and cost of goods leave when the office invoices it. Invoice: CifraHQ delivers and invoices straight away. Fixed on each consumption when it is created, so changing this never re-bills a surgery already settled. Choices: Sales Order, Invoice.
Kit Lpn PrefixTextKB-Kit box LPN prefix - keeps kit boxes visually distinct from day-to-day LPNs and on their own number sequence.
Instrument CategoryTextINSTRUMENTProduct category that marks kit lines as instruments (presence-check only, never invoiced as consumed).
Auto Create Return On ShipYes / NoYesAutomatically create the customer return (RMA) when a kit pick ticket ships.
Receive Into Kit LpnYes / NoYesReceive kit return counts directly back into the kit LPN.
Allow Short Refill CompleteYes / NoNoAllow completing a kit refill while contents are still short of the kit BOM targets.
Allow Short DispatchYes / NoNoDispatch trays that were deliberately closed short (Ready short) without asking the person dispatching to confirm the missing lines. What ships is always the box's actual contents and the return is counted against that baseline, so a short dispatch never inflates consumption. Off by default: every short dispatch is confirmed by the person dispatching. A short tray nobody closed (Draft) never dispatches, whatever this says.
Ship On Dispatch ScanYes / NoYesShip the kit's pick ticket the moment the tray is scanned out on the handheld. The tray physically leaves at that scan, so the shipment - and the return that has to be counted when it comes back - is recorded then. The driver's pickup signature is still collected, on the gun or afterwards from the packslip sign link, and no longer holds up the shipment.
Label Use ZplYes / NoNoDraw the tray dispatch label as printer commands (ZPL) instead of rendering it through the label SDK. The printer draws the barcode itself, so the label can carry a QR without a Professional SDK licence and without the TRIAL watermark a Standard licence produces. Requires a ZPL-capable printer - off by default.
Receiving Photo RequiredYes / NoNoRequire a photo before a returning tray's count can be completed. The tray is the evidence - once it is counted and put away, what came back is no longer observable.
Expiry Warning DaysWhole number30Days ahead to warn about expiring stock sitting inside trays. A tray parked Ready with an implant that expires inside this window shows on the Tray expiry screen and in the seeded expiry report. Zero disables the warning.
Expiry Alert EmailsTextemptyComma separated recipients for the seeded 'Tray expiring contents' scheduled report. Used only when that report is created via Seed tray reports.
Notify Hospital On DispatchYes / NoNoEmail the hospital (Customer email) when a tray is dispatched to them: tray number, contents summary and the pick ticket reference. Off by default.
Notify Hospital On ConsumptionYes / NoNoEmail the hospital when a tray return is reconciled and a consumption document is produced: what the surgery consumed. A tray returned whole sends nothing. Off by default.
Notification Cc EmailsTextemptyComma separated CC recipients added to every hospital tray notification (typically the office). Blank sends to the hospital only.
Case Number PrefixTextCASE-Surgery case number prefix.
Case Lead DaysWhole number2Days before the surgery date a tray is committed to a case (pull, check, stage). Used for double-booking detection and the free-trays lookup.
Case Return DaysWhole number2Days after the surgery date a tray stays committed to a case (return, count, refill). Used for double-booking detection and the free-trays lookup.
Require Case On DispatchYes / NoNoRequire an open surgery case before a tray can be dispatched. Off by default - dispatch keeps working without bookings.
Field Traveling Tray DraftsYes / NoNoLet LogisticaHQ Field users record consumption drafts against traveling trays while they are out at a hospital. Keep this off on a live tenant until every handheld runs a build that shows 'waiting for office review' after a count.
Field Photo RequiredYes / NoYesRequire a photo of the hospital's consumption sheet before a LogisticaHQ Field draft can be submitted.
Field Max PhotosWhole number5Most consumption-sheet photos one LogisticaHQ Field draft may carry (1 to 10).
Draft Number PrefixTextCDR-LogisticaHQ Field consumption draft number prefix.

Business - Handheld

SettingTypeDefaultWhat it does
Allow Quantity ScanYes / NoNoWhether scanning quantity is allowed. Alternatively an operator needs to enter value manually.
Allow Date ScanYes / NoYesWhether scanning dates is allowed. Alternatively an operator needs to enter value manually.
Scan TypeChoiceZebra Data WedgeIf enabled, will force barcode product scan, otherwise SKU could be entered manually. Choices: Zebra Data Wedge, Camera, Line Feed, User Specific.
Force Product ScanYes / NoYesIf enabled, will force barcode product scan, otherwise SKU could be entered manually.
Force Bin Lpn ScanYes / NoYesIf enabled, will force operator to scan Bin/LPN, otherwise could be entered manually.
Force Dock Door ScanYes / NoYesIf enabled, will force operator to scan DockDoor, otherwise could be entered manually.
Session ReplayYes / NoYesIf enabled, handheld screens and answers are logged for session replay (60 day retention).
Minimum App VersionTextemptyMinimum handheld app version allowed to log in, e.g. 2.15.32. Leave blank to allow any version.
Force Po ScanYes / NoYesIf enabled, will force operator to scan a PO, otherwise PO could be entered manually.
Force Customer Return ScanYes / NoYesIf enabled, will force operator to scan Return number, otherwise return number could be entered manually.
Force Pick Ticket ScanYes / NoYesIf enabled, will force operator to scan a Pick ticket, otherwise Pick ticket could be entered manually.
Force Truck Load Bol ScanYes / NoYesIf enabled, will force operator to scan a Truck Load or BOL number, otherwise it could be entered manually.
Force Wo ScanYes / NoYesIf enabled, will force operator to scan a Work order, otherwise Work order could be entered manually.
Force Production Order ScanYes / NoYesIf enabled, will force operator to scan a sroduction order, otherwise Production order could be entered manually.
Product Location On MoveYes / NoNoDisplay product locations on Scan during product moves and letdowns. Only Pickable (no Overstock or Quarantine or Production) locations will be shown. This option will supercede [Suggest Product Move Bin] setting.
Suggest Product Move BinYes / NoNoWhether the system should suggest a bin during directed move. This option should not be used together with [Product Location On Move] setting and if used together, will be ignored.
Bin Contents Record CountWhole number100Maximum number of records to display in bin contents.
Show Send ButtonYes / NoNoShow send button on handheld device.

Business - Field

SettingTypeDefaultWhat it does
Minimum App VersionTextemptyMinimum LogisticaHQ Field app version allowed to log in, e.g. 1.0.3. Leave blank to allow any version.

Business - Products

SettingTypeDefaultWhat it does
Content Label Page SizeWhole number15Maximum number of lines to be printed per content label page. Max 30.
Expiry FormatTextyyyyMMddExpiry date format.
Allow Expired ProductYes / NoNoAllow receiving and adjusting expired product.
Print Packsize Labels On ConsolidateYes / NoYesPrint Packsize labels when consolidating Packsizes.
Decimal Error MarginNumber1.5Acceptable error margin (in UoM) when handling Decimal controlled product.
Report Weight Unit Of MeasureChoiceKgDefault weight unit of measure. Used in Reports and weight capture HH screens. Choices: Kg, Gr, Lb, Oz.
Report Length Unit Of MeasureChoiceMDefault length/width/height unit of measure. Used in Reports and weight capture HH screens. Choices: M, Cm, Mm, Ft, In.
Capture Weight Unit Of MeasureChoiceKgDefault weight unit of measure. Used in weight capture HH screens. Choices: Kg, Gr, Lb, Oz.
Capture Length Unit Of MeasureChoiceMDefault length/width/height unit of measure. Used in Dims capture HH screens. Choices: M, Cm, Mm, Ft, In.
Allow Attribute ChangeYes / NoNoWhether attribute control can be changed for products that have transactions.
Default Barcode StandardChoiceGs1Default barcode standard for products that do not specify one. GS1 enables UDI/medical barcode parsing (GTIN + lot + expiry + serial in one scan). Choices: Plain, Gs1, Hibc.
Trim White Spaces From LotsYes / NoYesAutomatically trim whitespace from lot numbers.
Trim White Spaces From SerialsYes / NoYesAutomatically trim whitespace from serial numbers.

Business - Products - Handheld

SettingTypeDefaultWhat it does
Udi AutofillYes / NoYesAutomatically fill lot/expiry/serial prompts on the handheld from a parsed GS1/UDI barcode scan.
Udi ConfirmYes / NoNoAsk the operator to confirm auto-filled lot/expiry/serial values from a GS1/UDI barcode scan.

Business - Reason Codes

SettingTypeDefaultWhat it does
Adjust In Manual ReasonYes / NoNoWhether adjustment in reason should be entered manually or selected from list.
Adjust InText (several lines)MiscComma separated list of Reason codes for 'Adjust In' operation. Ex: 'Misc,Reason1,Reason2'.
Adjust Out Manual ReasonYes / NoNoWhether adjustment out reason should be entered manually or selected from list.
Adjust OutText (several lines)MiscComma separated list of Reason codes for 'Adjust Out' operation. Ex: 'Misc,Reason1,Reason2'.
Un Receive Po Manual ReasonYes / NoNoWhether Un-receive PO reason should be entered manually or selected from list.
Un Receive PoText (several lines)MiscComma separated list of Reason codes for 'Po unreceive' operation. Ex: 'Mistake, Damaged,'.
Non Po Receive Manual ReasonYes / NoNoWhether Non-PO receiving reason should be entered manually or selected from list.
Non Po ReceiveText (several lines)MiscComma separated list of Reason codes for 'Non-PO receiving' operation. Ex: 'NotOnPo, Extras'.
Non Rma Receive Manual ReasonYes / NoNoWhether Non-RMA reason should be entered manually or selected from list.
Non Rma ReceiveText (several lines)MiscComma separated list of Reason codes for 'Non-RMA receiving' operation. Ex: 'NotOnRma, Extras'.
Un Receive Rma Manual ReasonYes / NoNoWhether Un-receive RMA reason should be entered manually or selected from list.
Un Receive RmaText (several lines)MiscComma separated list of Reason codes for 'RMA unreceive' operation. Ex: 'Mistake, Damaged,'.
Unpick Manual ReasonYes / NoNoWhether Unpick reason should be entered manually or selected from list.
UnpickText (several lines)MiscComma separated list of Reason codes for 'Unpick' operation. Ex: 'Misc,Reason1,Reason2'.
Customer Return Manual ReasonYes / NoNoWhether customer return reason should be entered manually or selected from list.
Customer ReturnText (several lines)MiscComma separated list of Reason codes for 'Customer Return Adjustment' operation. Ex: 'Misc,Reason1,Reason2'.
Vendor Return Manual ReasonYes / NoNoWhether vendor return reason should be entered manually or selected from list.
Vendor ReturnText (several lines)MiscComma separated list of Reason codes for 'Vendor Return Adjustment' operation. Ex: 'Misc,Reason1,Reason2'.
Repackage Manual ReasonYes / NoNoWhether Repackage reason should be entered manually or selected from list.
RepackageText (several lines)MiscComma separated list of Reason codes for 'Repackage and Tote Merge' operations. Ex: 'Misc,Reason1,Reason2'.
Block Inventory Manual ReasonYes / NoNoWhether Block inventory reason should be entered manually or selected from list.
Block InventoryText (several lines)MiscComma separated list of Reason codes for 'Block inventory' operation. Ex: 'Quarantine,Damaged,Recall,Inspection'.

Business - Multi Client

SettingTypeDefaultWhat it does
Invoice Number PrefixTextINV-3PL Client Invoice number prefix.
Invoice Email SubjectTextInvoice @InvoiceNumber has been generated for Billing cycle @Start to @EndEmail invoice subject.
Invoice Email BodyEmail textInvoice has been generated for Billing cycle @Start to @End @InvoiceNumber Thank you!Email invoice body.
Generate Storage RecordsYes / NoNoWhether 3PL Client Invoices storage records should be generated.
Generate Service RecordsYes / NoNoWhether 3PL Client Invoices service records should be generated.
Allow Empty Client ProductsYes / NoNoAllow client products with empty client assignment.

Business - License Plates

SettingTypeDefaultWhat it does
PrefixTextLPNLicense plate prefix.
Allow Multiple ProductYes / NoNoWhether License Plates allow multiple products.
Allow Multiple PacksizesYes / NoNoWhether License Plates allow multiple packsizes.
Allow Multiple LotsYes / NoNoWhether License Plates allow multiple Lots.
Allow Multiple ExpiriesYes / NoNoWhether License Plates allow multiple Expiries.
Pallet Count TypeChoiceBy Pick TicketWhen Pallet label is generated, what aggregator type to be used to calculate total number of pallets. Choices: By Pick Ticket, By Truck Load, By Po Number.
Require Pro Number On Pallet LabelsYes / NoNoRequire PRO number on pallet labels.

Business - Cycle Counting

SettingTypeDefaultWhat it does
Require ApprovalYes / NoNoWhether Cycle count changes require approval.

Business - Calendar View

SettingTypeDefaultWhat it does
Start Of DayWhole number8Start of working day in hours.
End Of DayWhole number18End of working day in hours.
Start Of Calendar DayWhole number4Upper calendar view cut off.
End Of Calendar DayWhole number22Lower calendar view cut off.
Days Of WeekText[1,2,3,4,5]Working days of week (0-Sunday, 1-Monday, 2-Tuesday, ...).
Hidden DaysText[0]Hidden days of week (0-Sunday, 1-Monday, 2-Tuesday, ...).
ViewsTextlistWeek, agendaWeek, monthView option [month agendaWeek basicWeek listWeek agendaDay basicDay listDay].
Default ViewTextagendaWeekView that will be loaded at start.
Po Receiving MinutesWhole number30Approximate number of minutes it takes to receive a PO.

Advanced settings

Advanced - Receiving - Handheld

SettingTypeDefaultWhat it does
Putaway QueryText (several lines)a built-in SQL queryQuery that return a list of putaway bins during PO receiving.

Advanced - Returns - Handheld

SettingTypeDefaultWhat it does
Putaway QueryText (several lines)a built-in SQL queryQuery that return a list of putaway bins during RMA receiving.

Advanced - Direct Move - Handheld

SettingTypeDefaultWhat it does
Recommended BinsText (several lines)a built-in SQL queryQuery that return a list of bins during Direct move.

Advanced - Synchronization

SettingTypeDefaultWhat it does
Account For Pick TicketsYes / NoYesWhether uploaded Pick tickets should be accounted for inventory synchronization.
Account For Purchase OrdersYes / NoYesWhether uploaded POs should be accounted for inventory synchronization.
Production OrdersYes / NoYesWhether uploaded Production orders should be accounted for inventory synchronization.
ReturnsYes / NoYesWhether uploaded RMAs orders should be accounted for inventory synchronization.
Generate Daily Inventory SnapshotsYes / NoNoGenerate daily inventory snapshots for synchronization.
Pick TicketsYes / NoYesWhether uploaded Pick Tickets should be accounted for inventory synchronization.
Purchase OrdersYes / NoYesWhether uploaded Purchase Orders should be accounted for inventory synchronization.

Advanced - Packing Station

SettingTypeDefaultWhat it does
Order Allocation PrecedenceTextemptyOrder allocation precedence for packing station.

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