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Administration: Settings

In this lesson, we’ll look at Accounting settings and add Divisions, Email Templates, Manufacturing Processes, and the Dropbox plugin.Click Settings on the left-hand navigation bar to begin. Any users with admin access can access this module.

First, we’ll look at Accounting.

On the Defaults page, enter your preferred accounts as defaults. If desired you may also use Divisional Accounting using the checkbox at the top of the page.Divisional Accounting allows users to run separate reports for each divisions you’ve created.

Next we’ll go to the Accounting Periods tab.

To begin, select the Create Accounting Periods button at the bottom of the screen.

Use the Start Year field to enter the desired year.

Click Run Command to confirm.

The year and its associated months will appear on the tab. Click Save to continue.

After saving, you will have the option to close accounting periods by using the buttons at the right.Next, let’s move on to the Price Breaks tab.

Price Breaks allow you to charge customers different prices based on the quantity of units they buy.We’ll create a new price break using the + button.

Use the Name field to identify the price break.

The first level will automatically start with a quantity of 1 as the From Qty. We’ll make the To Qty 10 for our example.In this scenario, for the first level, when the quantity is up to 10 units, we will give no discount.

The next price break has autopopulated the From Qty field with 11. We’ll add 50 to the To Qty field and give a 10% discount. This means that for orders with quantities of styles between 11 and 50, they will receive a 10% discount.

You may have up to 5 entries per Price Break. The last price break will automatically fill ∞ in the top level’s To Qty field. For this example, this means that quantities of 1001 or more will receive a 25% discount.

Click Save to confirm your price break.

Next, we’ll look at the Currencies tab.

This tab will list all currencies you have added. Your default currency will be shown with a check.Click + to add a new currency.

We will add the British Pound, identifying it with the Name field. You can enter the symbol in the Symbol field.

You may use the Rate field to enter an exchange rate. This field will calculate exchange rates for prices and show the converted number on transaction printouts using this currency.As currency fluctuates, you can always come back to change the rate.

If you would like to make this currency your default, you can use the checkbox at the bottom of the dialog box.Click Ok to save your currency.

Click Save to save your changes.

Next, we’ll look at Divisions.Divisions allow you to sort and separate your orders, products, and reports easily.Select Divisions from the submenu.

This page shows all divisions in your ApparelMagic system. Click + New at the bottom of the screen.

Add the Division Name and, optionally, add an address.Click Finish.

On the Overview page you may add further contact information. If you would like to have orders or invoices display a different name than what you have entered, use the Display Name field.Drag and Drop a logo to the field at right to add an image.

Click the Save button to save your work.

Next, we’ll create a template for use when sending emails to customers and vendors.Click General on the left-hand navigation menu to continue.

Select the Email Templates tab.You can save your team time using email templates. These allow you to create formatted messages that will autopopulate with transaction information and can be sent to vendors or customers without leaving ApparelMagic.

Click the + button at the bottom of the tab.

Here, we’ll title our email Invoice Template in the Name field.

If you’d like to add specific associated transaction numbers, users, or company information to the email, click Show Help.

You can use these codes to personalize the email based on the transaction number or company you are corresponding with. These codes allow you to add other fields of your choice, such as user name, company name, division name, and many others.

These codes will autopopulate when sending through the transaction pages.We’ve added a Subject to our email template using the [Company Name] code.

In the body field, we’ll enter our message. You can use codes within the message body as well. Here, we’ve set it to add the user’s name in the signature.

Click Ok to continue.

Click Save at the bottom of the tab to save your templates.

To demonstrate, we’ve selected an invoice in the Invoices area in the A/R module.

Using the Share button at the bottom of the screen, we’ll select Email.

Next we’ll confirm by clicking Yes.

Using the Template drop down menu, we’ll select the template we created.

Notice how the fields are filled with template information.Click the Send button to send the email.

We’ll now return to the Settings module. Click Manufacturing on the left-hand navigation menu to continue.

Here, you will see all available manufacturing processes listed. To add a new manufacturing process, click the + button at the bottom of the page.

We’ll add Embroider for our example. Click Ok to continue.

Administrators can add manufacturing processes to the list as needed.Processes must be present in this list in order to use them when manufacturing products later on.Save your work before continuing.

Click Plugins in the left-hand navigation bar to continue.

Next, identify or create a Dropbox account to use with your ApparelMagic System.Click Dropbox to set up the Dropbox integration.

Follow onscreen directions to add a Dropbox account to your system. This will allow users to store files with their products.Click Save to finish the integration.

The Dropbox integration allows you to save images and files in Product, Customer, and Vendor records within the Files tab. To add a new file, simply drag and drop the file onto the Files tab.This concludes the ApparelMagic Settings Tutorial.