V9 - Introduction to the Configuration center

The Configuration center (Tools & settings > Configuration) is new in SOS Inventory 9. This feature—distinct from the daily Operations center that includes the Company menu, Task bar, and Operations menu—consolidates the administrative setup for SOS Inventory in one central area. The Configuration center includes lists and settings which in SOS Inventory version 8 are housed elsewhere. Below is a sample screenshot.

To return to the Operations center, select the Exit configuration button in the upper right corner of the page.

Configuration center lists

The Configuration center's Lists section (Tools & settings > Configuration > Lists) houses almost all non-transaction lists that were previously included under the Company menu in SOS Inventory 8.

Configuration center settings

The remainder of the content in the Configuration center is focused on settings. Please note that the location of some settings in V9 have been rearranged.

Company. Includes General company settings as well as Accounting, Name and address, and Logo settings. The Users (formerly, User administration) list is also stored here.
Inventory. Includes General inventory settings, as well as Accounts, Transactions, and Barcode settings.
Purchasing. Includes General purchasing settings, as well as settings for Purchase orders, Item receipts, and Returns to vendors.
Sales. Includes General sales settings, as well as settings for Sales orders, Estimates, Invoices, Sales receipts, RMAs, Returns, and the Customer portal.
Fulfillment. Includes settings for Shipments and Pick tickets.
Production. Includes settings for Work orders, Jobs, Builds, and Processes.
Rentals. Includes settings for Rentals and Rental returns.
Payments. Includes General payment settings.
Connections. Includes settings and configuration for QuickBooks, ShipStation, UPS, Carts, FTP, and API.

edit_noteNOTE: Although the Users list is stored under the Configuration center's Company settings (Tools & settings > Configuration > Company > Users), a convenient shortcut to this list is available in the Operations center under the Company menu.

Using the Configuration search bar

The Configuration center has its own search feature, simplifying the process of locating a specific list, setting, settings page (such as the settings page for Shipments), and some fields on a list edit page.

The Configuration search is not intended to be used to search for a record within a list. For lists housed under the Configuration center (Tools & settings > Configuration > Lists), use the Quick search bar to search for specific records.

When you use the Configuration search bar, search results display relevant lists, pages and settings. Each search result also includes its navigation, enabling you to determine whether the result is the one you are seeking. When you select a search result, SOS will take you to the appropriate page—or if a setting, directly to that setting on its settings page.