user_settings

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
user_settings [2026/07/06 09:49] – chillhubadminuser_settings [2026/09/29 03:33] (current) – chillhubadmin
Line 19: Line 19:
   - Open the user menu   - Open the user menu
     * Located on top right of the app toolbar     * Located on top right of the app toolbar
-  - Navigate to the Settings menu. \\ {{:settings:settings_1.jpg?150|}}+  - Navigate to the Settings menu. \\ {{gallery>:settings:settings_1.jpg?150x0&crop=off&0}}
 === General ===  === General === 
-\\ {{:settings:settings_2.jpg?500|}}+\\ {{gallery>:settings:settings_2.jpg?500x0&crop=off&0}}
 \\ **Base Currency**: The default currency used for all transactions and reports in the system. \\ **Base Currency**: The default currency used for all transactions and reports in the system.
 == e-Invoice Setup == == e-Invoice Setup ==
Line 79: Line 79:
   - Debtor Statements   - Debtor Statements
   - Self-billed e-Invoice   - Self-billed e-Invoice
-\\ {{:settings:settings_3.jpg?500|}}+\\ {{gallery>:settings:settings_3.jpg?500x0&crop=off&0}}
 == Numbering Format == == Numbering Format ==
   * **Prefix**: Add a prefix for your document number. Example: "INV-".   * **Prefix**: Add a prefix for your document number. Example: "INV-".
Line 130: Line 130:
     * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)//     * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)//
 === Other Document Settings === === Other Document Settings ===
-\\ {{:settings:settings_7.jpg?500|}}+\\ {{gallery>:settings:settings_7.jpg?500x0&crop=off&0}} 
 +  * **Alias** 
 +    * The title used for the generated document. Leave empty to show as default title.
   * **Default Payment Method**   * **Default Payment Method**
     * Configure default payment methods for invoices, sales order and purchase order.     * Configure default payment methods for invoices, sales order and purchase order.
Line 140: Line 142:
       * Maximum 500 characters.        * Maximum 500 characters.
     * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices.     * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices.
-      * e.g. //If the supplier is ABC Company, the XXX line item is not a product. Evenly distribute the XXX line item across all products.//+      * e.g. //If the supplier is ABC Company, ignore item XXX//
       * Maximum 500 characters.       * Maximum 500 characters.
 === Scheduling === === Scheduling ===
-\\ {{:settings:settings_4.jpg?500|}}+\\ {{gallery>:settings:settings_4.jpg?500x0&crop=off&0}}
   * Configure **Schedule Start Time** and **Schedule End Time** to align with business operation hours.   * Configure **Schedule Start Time** and **Schedule End Time** to align with business operation hours.
 == Teams == == Teams ==
Line 149: Line 151:
   * Add a Team   * Add a Team
     - Click Add Team (➕).     - Click Add Team (➕).
-    - Enter the Team name. +    - Enter the **Team name**. 
-    - Enter Team Category (for team filtering groups) \\ //Used to group teams for filtering purposes.// +    - Enter **Team Category** (for team filtering groups) \\ //Used to group teams for filtering purposes.// 
 +    - Enter the **Hour Rate** (optional) \\ //The team's default hourly rate, used for labor hour calculation for customer billing.// 
 +    - Enter the **Default Split %** (optional) \\ //The team's default share of the job amount, normally used for commission calculation. Leave empty to evenly split the remaining allocation among the assigned teams.//
     - Click Save (✔️).     - Click Save (✔️).
   * Edit a Team   * Edit a Team
Line 161: Line 165:
 === Warehouses === === Warehouses ===
 Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers. Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers.
-\\ {{:settings:settings_5.jpg?500|}}+\\ {{gallery>:settings:settings_5.jpg?500x0&crop=off&0}}
   * Add a Warehouse   * Add a Warehouse
     - Click Add Warehouse(➕).     - Click Add Warehouse(➕).
Line 173: Line 177:
 === Employees === === Employees ===
 Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management. Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management.
-\\ {{:settings:settings_6.jpg?500|}}+\\ {{gallery>:settings:settings_6.jpg?500x0&crop=off&0}}
   * Add a Employee   * Add a Employee
     - Click Add Employee(➕).     - Click Add Employee(➕).
Line 186: Line 190:
  
 === Terms === === Terms ===
-Used to define standard payment or agreement terms that can be assigned to customers and applied to invoices, sales order and quotations. +Used to define standard payment or agreement terms that can be assigned to customers/suppliers and applied to invoices, sales orders, purchase orders, purchase invoices and quotations. 
-\\ {{:settings:settings_8.jpg?500|}}+\\ {{gallery>:settings:settings_8.jpg?500x0&crop=off&0}}
   * Add a term   * Add a term
     - Click Add Term (➕).     - Click Add Term (➕).
Line 204: Line 208:
 Allows integration with supported external accounting systems to synchronize invoices, and payments between Chillhub and the accounting system. Allows integration with supported external accounting systems to synchronize invoices, and payments between Chillhub and the accounting system.
 \\ **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module. \\ **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module.
-\\ {{:settings:settings_9.jpg?500|}}+\\ {{gallery>:settings:settings_9.jpg?500x0&crop=off&0}}
   * **System**: Select the external accounting system to integrate with. //e.g. Autocount, SQL//   * **System**: Select the external accounting system to integrate with. //e.g. Autocount, SQL//
   * **Effective Date**: Specifies the date from which accounting synchronization becomes active.   * **Effective Date**: Specifies the date from which accounting synchronization becomes active.
  • user_settings.1783331357.txt.gz
  • Last modified: 2026/07/06 09:49
  • by chillhubadmin