Case Options
Contents
Usage:
As many other settings, it is essential to be done before starting work with the application because they are indispensable when you add or track data in the main forms.
This feature is designed to set up default settings that will be used when Cases are added, invoiced and scheduled. All options are global and they are not specific to each customer.
Navigation: Administrator > Settings or 
on Home Page > Global > Case Options
Five tabs are designed, each with specific setting:
•Case Entry - global settings that will have effect when the case is created •Case Invoicing - refers to settings that will apply when case is invoiced •Shipping - includes shipping options •TryIn Invoicing - you can specify the Invoice Option for a TryIn Case •Case Scheduling - refers basically to set up the shipping date |
Case Options form |
