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Getting Started Part 3: General Settings and Dictionaries

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This interactive tutorial begins in the&nbsp;<b>General Settings</b>&nbsp;section of the&nbsp;<b>Getting Started</b>&nbsp;module.<br><br>To view the previous tutorial,&nbsp;<a target="_blank" rel="nofollow" href="https://www.iorad.com/player/3519/46377/Getting-Started-Part-2–Users-and-Permissions" title="Link: https://www.iorad.com/player/3519/45997/Getting-Started-Part-1–Basics-and-Divisions">click here</a>.&nbsp;<br>

Watch the short video pertaining to the section and click <b>Go to General Settings</b> to begin.

Attributes are given to each product in your system and may be modified here to suit your products. <br><br>In many situations, <b>Attribute 2</b> is used for Color and <b>Attribute 4</b> as Size.<br><br><b>Attribute 3</b> can be assigned many different values depending your business.<br>

Setting your attribute labels in this fashion allows you to create comprehensive SKUs. For example, you can create a footwear style with Brown in the <b>Color</b> field, Wide in the <b>Other</b> field, and 9.5 in the <b>Size</b> field.

Using the <b>Adjustment Receiver</b> area, you can select an Adjustment Vendor to specify on receivers when making inventory adjustments inside of the system.<br><br>At right, under <b>Orders and Invoices</b>, you'll see several options you can specify for your system.

Hover over each option to see a description, and check off any you would like to use. These options can help protect your system from user errors and mistakes.<br>

Unless you have a unique process in mind, it is often simpler to keep many settings as their default for now. You can always make updates later on.<br><br>Next we'll go to the <b>Email Template </b>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.<br><br>Click&nbsp;<b>+</b> to add a new template.

Add a title to the template using the <b>Name</b> field, and then click <b>Show Help</b> to see how you can add associated transaction numbers, users, or company information to the email.

We've added codes to the <b>Subject</b>, <b>Attachment Name</b>, and email body. These codes will autopopulate when sending through the transaction pages.<br><br>Click <b>Ok</b> to continue.

Your email is now listed on this tab.<br><br>Click the <b>Save</b> button to save your work so you can use the email later on.<br><br>Let's continue on to the <b>Misc</b> tab.

Users on the Professional and Enterprise plans can use EDI integration. You can use the <b>EDI</b> section on this page to add your <b>Merchant ID</b> and select what inventory calculation to use for your <b>Stock Field</b>.

Under the <b>Salesperson</b> header, you can restrict salespeople's permissions.<br><br>Enabling this option restricts salespeople to only being able to see their customers' products as controlled by the buyer filter.<br>

Using the&nbsp;<b>Misc.</b>&nbsp;header, you can select automatic logoff times for your users, and time and date details.<br><br>After saving any changes, let's return to the Getting Started section to continue.

Click&nbsp;<b>Done</b>&nbsp;to confirm you've finished the section. Remember you must mark all sections as done before accessing your system in full.<br><br>Next, we'll move on to <b>Dictionaries</b>.

After you've watched the video, click <b>Go to Dictionaries</b>.

After modifying Attributes in the General Settings area, here we can create a dictionary of attribute values for use on our products and materials.<br><br>On the <b>Attribute 2-Color</b> tab, we'll click the <b>+</b> button at the bottom of the screen to make a new color.

Use the fields provided to add a three or four character <b>Abbreviation</b> for the color, which you will use throughout the system, and a <b>Full Name</b>, which will appear in addition to the abbreviation on catalogs for the customer's benefit.<br>

For Users on Professional or Enterprise plans using EDI, you may also want to specify an&nbsp;<b>NRF ID</b>, the color code standardized by the National Retail Federation.<br><br>Click&nbsp;<b>Ok</b>&nbsp;to create your color.

Your color will be added to the list.<br><br>Click <b>Save</b> at the bottom of the screen and continue on to the <b>Attribute 3-Other</b> tab.

We'll click the&nbsp;<b>+</b>&nbsp;button at the bottom of the screen to make a new value.

Here we will add a Wide variation we can use on footwear.<br><br>Please note that Other attributes are optional for products.<br><br>There are many additional ways you can use the Other field including for fabric wash or for short, long, or petite sizing.

Your value will be added to the list.<br><br>Click&nbsp;<b>Save</b>&nbsp;at the bottom of the screen and continue on to the&nbsp;<b>Attribute 4-Size</b>&nbsp;tab.

This tab contains size ranges you can use for products and materials.<br><br>We'll click the&nbsp;<b>+</b>&nbsp;button at the bottom of the screen to make a new size range.

First, add a&nbsp;<b>Name</b> to the size range.<br><br>Use the check boxes to establish if it is a range <b>For Products</b>, <b>For Materials</b> or check both. <br><br>Next, for each size range you can add up to 14 different sizes.<br><br>You can create extended sizing using multiple size ranges.<br>

We've created a size range for Women's Dresses here, but you could also create one for Fabric Widths, for example, by checking <b>For Materials</b> instead of products, and adding sizes by fabric widths in inches.<br><br>Click <b>Ok</b> to add your size range.

Your size range will be added to the list.<br><br>All size ranges will be stored in this tab, for both products and materials, and for all genders, age groups, and product types.<br><br><b>Save</b> using the button at the bottom of the page and proceed to <b>Ship Methods</b>.

This tab contains all options for shipping providers and speeds. Click <b>+</b> to add a new method.

Add your preferred providers and services to the fields and click <b>Ok</b> to continue.

Your method will be added to the list. Click the <b>Save</b> button at the bottom the screen before continuing to the <b>Shipping Terms</b> tab.

This tab contains the terms we set for who pays for freight and when.<br><br>Click <b>+</b> to add a new set of terms.

Add your preferred providers and terms to the fields and click&nbsp;<b>Ok</b>&nbsp;to continue.

Your terms will be added to the list. Click the&nbsp;<b>Save</b>&nbsp;button at the bottom the screen before continuing to the&nbsp;<b>Credit Terms</b>&nbsp;tab.

This tab contains all credit terms we can specify on customer orders.<br><br>Click&nbsp;<b>+</b>&nbsp;to add a new set of terms.

We'll add a basic Net 15 term.<br>You can also use the <b>Start in # Months</b> and <b># of Days</b> fields to delay the start date.<br><br>If you use EDI, note you can add your code and description for each term on this page.<br><br>Click <b>Ok</b> to continue.

Your terms will be added to the list. Click the&nbsp;<b>Save</b>&nbsp;button at the bottom the screen before continuing to the&nbsp;<b>Salespeople</b>&nbsp;tab.

All of your business's salespeople are listed in this tab along with their standard commission.<br><br>The <b>Salesperson</b> field is optional if you do not wish to use it.<br><br>Click <b>+</b> at the bottom of the page to create a new salesperson.

Add the salesperson's <b>Name</b> and default&nbsp;<b></b>commission <b>Rate</b>.<br><br>These commissions can be adjusted on the transaction level.<br><br>Click&nbsp;<b>Ok</b>&nbsp;to continue.

The new salesperson will be added to the list.&nbsp;<b></b>Click the&nbsp;<b>Save</b>&nbsp;button at the bottom the screen before continuing to the&nbsp;<b>Warehouses</b>&nbsp;tab.<b></b>

This tab contains your warehouses.<br><br>Basic plan users can modify a single warehouse, while Professional and Enterprise users can add additional warehouses.<br><br>To switch plans, go to the <b>Subscription</b> page under <b>Settings</b>.<br><br>Click a warehouse to modify it.

Here you can add all contact information for your warehouse, including an email address. When you create pick tickets for your products, you can have them sent directly through your ApparelMagic Cloud system to the warehouse.<br>

If you have multiple warehouses, you can assign one as default. Click <b>Ok</b> to continue.&nbsp;<br>

Click Save at the bottom of the page and we will return to the <b>Getting Started</b> section.

Click&nbsp;<b>Done</b>&nbsp;to confirm you've finished the section. Remember you must mark all sections as done before accessing your system in full.<br><br>When you are ready, click here to proceed to the next section.

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