V9 - Company setting descriptions
The base settings for company-wide information within SOS Inventory are established in your Company settings (Tools & settings > Configuration > Company). General company settings, as well as those for Accounting, Name and address, and Logo, are described here. Refer to the Users & permissions folder for information pertaining to the Company settings' Users list, edit page, and permissions.
General company settings field descriptions
Additional recipient for payment receipts. If you would like someone other than the person who signed up for SOS Inventory Software to get receipts when payments are made for your subscription, enter their email address here.
Automated date format. This date format will be used for transactions that are generated by SOS Inventory automatically. If a user is logged in, the user date format setting will override this setting.
Child forms inherit transaction number. By default, child transactions (such as an invoice created from a sales order) will use their own transaction reference numbering. Enable this setting to have child form inherit its number from the parent transaction instead of the next child number.
Company time zone. This time zone will be used when referencing dates for reports, transactions generated by SOS Inventory automatically, and other places in the system where a company-defined time zone is required. If a user is logged in, the user time zone setting will override this setting. The default is UTC time (London). Change to your company’s time zone.
Default lines. The number of line items displayed on new forms, as well as the number added when the icon is selected to add additional lines. The smallest possible value is 3 and the largest is 20.
Default report format. The default data file format to be used for downloaded and scheduled reports. Choices are Excel (.xlsx or .xls) or Comma Separated Value (.csv) file formats.
Inactivity timeout. If this option is switched to On, it allows you to choose when to log a user out of SOS Inventory for inactivity. Use the slider to set the cutoff time. Options include 5 minutes, 15 minutes, 30 minutes, 1 hour, and 8 hours.
Star settings. Controls the color(s) of stars that users can select on list pages. Yellow allows you to flag items for later attention. The Red, Yellow, Green option provides a stoplight type of flagging (for example, Red – immediate issue, Yellow – take note of, Green – ready for next step).
Accounting setting descriptions
Closing date. If a date is specified, transactions on or prior to that date cannot be changed. Because any changes made in QuickBooks Online will override this setting, we recommend that the closing date in SOS matches the closing date in QuickBooks.
Home currency. All transactions are stored in the system in your home currency by default. Your home currency in SOS must match the home currency listed in QuickBooks Online.
Multicurrency. Check this box to enable the multicurrency capabilities of SOS Inventory. This allows you to transact with vendors and customers not in your home currency. If you are using multicurrency and want the transaction to sync to QuickBooks Online correctly, make sure that multicurrency is also turned on in QuickBooks Online.
Never connect. Check this box if you don't ever plan to connect to QuickBooks Online. This setting hides some options to simplify the user experience when not connected to QuickBooks. You can change this setting at any time.
Company Name and address setting descriptions
Company address. This is used to meet internet compliance standards. Address fields include two lines for a street address, as well as City, State/Province, Postal code, and Country fields.
Company header. This header will appear on customer- and vendor-facing forms.
Company name. Your company name. If your company is connected to QuickBooks Online, your company name will be retrieved from QuickBooks automatically.
Company Logo setting descriptions
Logo file. The logo that appears on your forms in Quick View or PDF. The uploaded file should be less than 2MB in size. The image is scaled to the size you set in the Logo width and Logo height fields. JPEG (*.jpg or *.jpeg), PNG (*.png), and GIF (*.gif) files are accepted.
Logo height. Enter the height of your logo in pixels. A common height is 144, which is about two inches. Every computer and every printer are different, so you may need to try different values here to size it exactly as you want. Leave this blank to use the logo's original size.
Logo width. Enter the width of your logo in pixels. A common width is 144, which is about two inches. Every computer and every printer are different, so you may need to try different values here to size it exactly as you want. Leave this blank to use the logo's original size.