General Settings allows you to amend a range of preferences that tailor the System to meet your needs.
1. In Manage, click on Account Details on the left hand Action menu, then General Settings.
2. Enter or update information in the following fields as required.
Industry Classification
In order to optimise use of the System, you need to accurately specify the Industry Category to which your business belongs. Choosing the appropriate Industry Category is important, as it affects the way your business is identified within the System. It will also be used to filter the Distributors that can sell your products. To select an Industry Classification, click in one or more of the boxes within the Industry Classification table.
Target Market Attributes
Specify one or more target markets to which you wish to market your products. Depending on the target market attributes you choose, your business may be automatically ‘Opted-in’ to a number of Distributors who can sell your products. Click one or more of the boxes within the Target Market Attributes table.
System Preferences
To Allow Pick Up Locations to be specified for Product Types, click Yes. You will then be able to Allocate Pick-Ups when setting up Product Types, so that this information can be selected when making the booking, and all details can be displayed on the associated Manifest Report for that Product Type.
To allow Different Offline Agent Commissions for each Product Type, click Yes. This allows different Agent Commissions for offline agents to be specified, depending on the Product Type booked.
To receive Newsletter, click Yes.
Application Preferences
To have Business Details printed on Tax Invoices, click Yes. Click No if you intend to print on company letterhead with all details included.
3. Click on the "Save" button.