General settings
To make it more convenient to use the system, you need to set up general settings
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To make it more convenient to use the system, you need to set up general settings
Last updated
Was this helpful?
Click Setup-> Settings -> General Settings.
The general function will assist you in setting up the features:
Basic setup
Company information
Sales
Customers
Contract
Job
Kopo
Access trade
License
Now, let's start setting up each feature with Nobita right away!
This is a Nobita feature that helps you set the color of the interface. Accordingly, the system will display the color palette, you just need to choose a color and click "Save settings"
The company information setting feature will include company information and company representatives. This information will be displayed when adding a new contract or in some company-related features.
** Note: You need to read the items carefully to set them up properly, without affecting the system operation.
(1) Hide/show tabs in the "Purchase Orders" function. If the user turns it on, it will be displayed, otherwise it will be hidden from the "Purchase Orders" view.
(2) Set the default retail product type.
(3) Order source when selling at the store: When you set up the order source here, it means that all orders created from the "In-store sales" function will default to this single source.
(4) Order status after submitting to the carrier: You will have 3 statuses to set up after submitting your order to the carrier: producing, packing, waiting for collecting goods. After the user submits the order to the carrier, the default will change to the status selected by the user here.
(5) Default note for the bill of lading: This note will be default when you place an order.
(6) Show product picture: If it is on, when placing an order, the image will be displayed with the product name, otherwise off, when placing an order, the image will not be displayed.
(7) Allow to sell when the product is out of stock: If you press On, when the product is in stock <=0 you can also sell that product, otherwise when you press Off, when the product is in stock <=0 you will not be able to sell it.
(8) Sales include return orders: If the user turns it On, the sales will be included in the return orders, and if they are Off, the sales will not be counted with return orders.
(9) Show full sender address:
(10) Set up the subtract inventory when placing the orders: Product inventory will be deducted according to your preferences:
After creating the order: The product's inventory will be deducted immediately after you place the order.
After submitting the order to the carrier: The inventory of the product will be deducted unless your order is sent to the carrier
After the goods are picked up and ready for delivery: The product's inventory will not be deducted until the order is picked up and is being delivered to the customer.
(11) Embed Tab Title: Update the title for the embed tab in the order (Tab 2)
(12) Embed the link for tab 2 in the order.
Here you can set up functions related to customer management
With so much work to do, it can sometimes make you forget about important upcoming tasks. Therefore, the Nobita system has integrated the feature of setting up a notification of the work to be done before a period of time.
Here you just need to enter the amount of time before the job starts and save the settings. Before the job starts = that number of minutes, the system will notify you.
Example: You have to call the customer that needs to be done at 9:00 am. You set the time to notify the job to be done 10 minutes in advance. At 8:50 the system will send you a notification.
Here, you can set up features to perform functions related to marketing channels including: Facebook Marketing, Zalo Marketing, Marketing.
(1) Enter Mailpchimp API key: Mailchimp is a 3rd party mailing service, after registering a user account will be provided with an API, users who enter the API code here will be able to use the mailchimp service.
(2) Enter the reason for receiving the mail: It is the body of the mailchimp message (because mailchimp is required to have this part).
(3) Enter SMS API Key: Is the key to use SMS Brandname.
(4) Click "Save settings"
(1) Select the source customers will save: When a user is added from Zalo, it will automatically enter the source that the user set up here.
(2) Select the customer group will save: When a user is added from Zalo, it will automatically join the group that the user set up here‌.
(3) Click "Save settings"
(1) Select the source customers will save: When a user is added from Facebook, it will automatically enter the source that the user set up here.
(2) Select the customer group will save: When a user is added from Facebook, it will automatically join the group that the user set up here‌.
(3) Click "Save settings"
Here you can set up contract features, including:
Contract prefix/suffix code: Enter the code in the blank, turn ON the prefix, OFF the suffix.
Set up the notification of the number of expired days.
