Loading
Uniconta
Get Uniconta
  • Visit a Country Site
    • Danmark
    • Deutschland
    • Eesti
    • Ísland
    • Lithuania
    • Nederland
    • Norge
    • Österreich
    • United Kingdom
  • Search
  • Uniconta
    • Ledger
    • Customer
    • Sales Order
    • Vendor
    • Purchase
    • Inventory
    • Logistics
    • Project
    • Light Manufacturing
    • CRM
    • Dashboard
    • Company
    • Adaptability
  • Download
    • Uniconta for Windows
    • Uniconta for Mac
  • Resellers
    • Find a reseller
    • Become a reseller
    • Become an integration partner
    • Partner Portal Login
    • Partner Portal sign up
  • Developers
    • Become an integration partner
    • Documentation
    • Downloads
    • Samples
    • Support
  • Accountants
    • Become a Univisor
  • News
  • About us
    • About us
    • Management
    • Contact

Unipedia

  • Introduction
    • Get started with Uniconta
    • Which browser are you using?
    • Get started with an existing set of accounts
  • Converting to Uniconta
    • Conversion tool
    • What can be converted to Uniconta?
    • Converting from NAV to Uniconta
    • Converting from e-conomic to Uniconta
    • Converting from C5 to Uniconta
    • Converting from eCtrl to Uniconta
    • Checking your accounts after conversion
  • General Ledger
    • How to split voucher PDF
    • Chart of Accounts
      • Chart of Accounts
      • Account types
      • System Accounts
      • Import a Chart of Accounts
    • General journals
      • Journal Entries
      • Import from a file
      • Import Bank statement
        • Automatic account selection
      • Posting in foreign currency
      • Posting customer payments
      • How to manage voucher number series
      • Setting up Journals
      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
      • Bank Management / Bank reconciliation
      • Automatic account selection
    • Budget
      • Budget
    • Reports
      • Account statements
      • Transactions
      • Financial Statement
      • Physical Vouchers
      • Posted Journals
    • VAT reporting
      • VAT reporting – Denmark
      • VAT specification – Denmark
      • EU sales
      • Intrastat
      • EU sales list
    • Pivot table
    • Maintenance
      • Dimensions
      • – Join two dimensions
      • – Reverse charged VAT – Denmark
      • Voucher number series
      • – Automatic allocation of number series
      • Terms of payment
      • – Managing cash discounts
      • Accounting year
      • – Year end closing/opening balances
      • Join two accounts
    • Audit activities
      • Company accounts templates
      • Export transactions
  • Customer
    • Customer
      • Customer
      • – Reconciling Customer Accounts
    • Quick invoice
      • Quick invoice
    • Sales
      • Sales orders
      • – Create purchase/sales order
      • Quotations
      • Mass update
      • – Generate UBL
      • – Purchases and sales without VAT
      • Order journal
    • Reports
      • Statement
      • Transactions
      • Open transactions
      • Payment proposals (SEPA)
      • Ageing report
      • Interest and collection letter
        • – Collection letter messages
      • Invoices
      • Delivery note
      • Stock transactions
      • Order lines
      • Customer statistics
      • Pivot table
    • Maintenance
      • Customer groups
      • Order groups
      • Shipments
      • Terms of delivery
      • Layout groups
      • Number sequences
        • – Error messages
      • Invoice layout
        • – Creating watermarks
      • E-mail setup
        • – Setting up SMTP
        • – Mail server set up
        • – Forwarding e-mails to Uniconta
      • Document messages
      • SEPA set up
      • Mandates (SEPA)
      • Customer Direct Debit
      • Join
        • Join two accounts
        • Join two sales orders
        • Join many
  • CRM
    • – Introduction to CRM
    • Prospects
      • – Creating an quotation for a prospect
      • – Create follow-up
    • Customers & Prospects
    • Follow-up activities
    • Create e-mail list
    • Campaign
    • Maintenance
      • Interests
      • Products
      • CRM groups
      • Follow-up groups
      • Campaign groups
  • Vendor
    • Mass update
    • – Purchases and sales without VAT
    • Reports
      • Statement
      • Merge payments
      • Ageing report
      • Pivot table
    • Maintenance
      • Vendor groups
      • Purchase order groups
      • Vendor layout groups
      • Number sequences
      • File formats for methods of payment
        • – Setting up messages for vendor payments
        • – Setting up bank days
      • Join
      • – Join two accounts
      • – Join two purchase orders
      • – Join many
  • Inventory
    • Items
    • Stock Journal
    • – Posting in the stock journals
    • – BOMs in Uniconta
    • – Handling packaging fees
    • Reports
      • Inventory account statement
      • Inventory transactions
      • Item stock status
      • On-hand
      • Re-order list
      • Pivot table
    • Maintenance
      • – Purchasing number series items
      • Join two items
      • Variants
        • – Default variants
        • – Importing old inventory transactions
  • Project
    • Get started with Project and Time
    • Invoicing in the project module
    • Project Categories
    • Pivot table
    • Project groups
  • Company
    • Company information
    • View a demonstration company
    • User rights
      • Manage users
      • Requests for company access
      • Request company access
    • Maintenance
      • Configure application functionality
      • Preferences
      • Subscription (Administrators)
      • – Create subscription (Administrators)
      • – Create subscription (Client)
      • – From trial period to subscription
      • – Counting financial items
      • Modification URL
      • Create a new company
    • Contacts
  • Administrator
    • Distributor Administration
    • User Login History
    • Partner Plugin
  • Tools
    • Main Menu
    • Save layout as a menu item
    • User Plugin
      • How to change Uniconta’s default plugin path
    • Report Generator
      • Report Generator
        • Acccount statement
        • Collection letter documents
        • Company accounts cover page
        • Picking list
        • Purchase documents
        • Sales documents
      • Create a report to be viewed externally
      • Expression binding for Reports
    • Additional setup
      • Local backup
      • Import e-conomic
  • Data Access
    • Transfer data from Uniconta to Excel
    • OData filter function
  • General
    • User Interface
      • User Profile
      • Shortcut Keys in Uniconta
      • Layout
      • Templates
      • How to search in Uniconta
      • Filter/Clear Filter
      • General tips
    • General Functions
      • Attachments
      • Copy and paste in Uniconta
      • Export data and reports to file format
      • Send documents and data by e-mail
      • Print reports and list forms
      • National company number lookup
      • Excel, export and import
    • Security
      • Who has access to my accounts?
      • Forgot Password
      • Backup
      • Uniconta Security
    • Installation
      • Installation on RDS – Remote Desktop Server
      • Optimal internet access for Uniconta
      • Install Uniconta in Windows 7
      • Uniconta in the Microsoft App-Store
      • Uniconta for Mac

Preferences

433 views 22 July 2017 26 October 2018
Print Friendly, PDF & Email

Learn more about:

  • Layout
  • Filter/Clear Filter
  • Templates
  • How to search in Uniconta
  • Attachments
October 26th, 2018
Use the navigation panel to go to Company/Maintenance/Preferences.

‘Preferences’ is used for selecting standard inventory management settings.

 

(Click on screenshot to enlarge).

 

The ‘Sales orders’ and ‘Purchase orders’ boxes can be used to determine how much the user would like the sales and purchase orders to influence the inventory module.

Sales orders

Stock management: Select between ‘Nothing’, ‘Reserved’ and ‘Movement’.

  • Nothing: If selected, then stock levels are not changed when new sales order lines are created.
  • Reserved: If selected, available stock is reserved when new sales order lines are created.
  • Movement: If selected, the item is taken out of stock (subtracted from stock levels) when new sales order lines are created.

Set ‘quantity’ to one: Check this box to always set the quantity of items to one when order lines are created.

Edit Delivered: Check this box to edit the ‘Delivered’ field in the order lines.

Check EAN: Check this box to always check the EAN number.

Shows on-hand information for the item: Check this box to show stock availability of items on the order lines.

‘Deliver now’ decides quantity to be delivered: If a check mark is placed here, then the ‘Deliver now’ field in the order lines will be active. Consequently, if ‘0’ or nothing is entered in the ‘Deliver now’ field in the order line, then nothing will be delivered. So if this box is checked, then it is important to type in exactly how much should be ‘Delivered now’ on each order line.

Invoice. Show lines not delivered: If this box is checked, the items that are ordered but not yet delivered, will also be shown on the invoice.

Update order lines with changes in cost prices: If this box is checked, then any open order lines are automatically updated whenever cost prices are changed. This will also change the price for repeating subscriptions. NOTE: before cost prices can be updated, the user needs to recalculate the cost prices under ‘Inventory/Maintenance/Variants/Recalculate the cost prices‘.  Once the cost prices have been recalculated, be sure to close the order lines window and open again in order to update the prices.

 

Read more about sales orders and sales order lines here.

 

Purchase orders

Stock management: Select between ‘Nothing’, ‘Ordered’ and ‘Received’.

  • Nothing: If selected, stock is not affected when new purchase order lines are created.
  • Ordered: If selected, the available stock field is activated and updated when new purchase order lines are created.
  • Received: If selected, stock is immediately increased upon creating a new purchase order line.

Set ‘quantity’ to one: Check this box to always set the quantity of goods to one when purchase order lines are created.

Edit received: Check this box, to be able to edit the order received.

 

Read more about purchase orders here. (Link in English coming soon).

 

Inventory

Account on stock transactions: Select whether stock transactions should be accounted for in the ‘Invoice account’ or the ‘Delivery account’ (the actual customer account). Read more about choosing a different ‘Invoice account’ for a customer versus the ‘Delivery account’ (actual customer account) here.

Negative stock: Check this box if Uniconta should accept negative stock levels in the inventory module.

Update the item with the latest cost price: Check this box if the item should automatically be updated in the inventory module with the latest cost price.

 

Read more about the inventory module here. (English link coming soon).

 

 

 

 

  • Was this Helpful ?
  • YesNo
Categories: Company, Maintenace, Unipedia

Get in touch with us

Uniconta

  • Uniconta
  • Subscription Terms
  • System Status

PARTNER

  • Resellers
  • Get Uniconta
  • Documentation

INFO

  • News
  • Video
  • Security

Support

  • Unipedia
  • API Support
  • Visit a Country Site
    • Danmark
    • Deutschland
    • Eesti
    • Ísland
    • Lithuania
    • Nederland
    • Norge
    • Österreich
    • United Kingdom
Uniconta
© Copyright 2019 | All rights reserved | info@uniconta.com | Terms & Conditions
Facebook Twitter LinkedIn Youtube