Settings

Owned by Daryl Saunders (Unlicensed)
Last updated: Nov 01, 2019 by Alex Morrisson
1 min read

This is were the base information is established for all areas of BUZ.


These include:

Organisation

  • Organization Details
  • Branches
  • Chart of Accounts
  • Financial Settings
  • Users

Features

    • Inventory Items
    • Inventory Settings
      • Groups
      • Inventory Discount Groups
      • Cost Grids
      • Price Grids
      • Pricing Coefficients
      • Group Options
    • Sales Settings
      • Sales Representatives
      • Customer Discount Groups
      • Customer Price Groups
      • Areas (Territories)
      • Sales Representative Exceptions
      • Lead Status
      • Order Status
      • Organization Documents
    • Workflow Timing & Tracking Settings
      • Installers
      • Production Lines
      • Production Processes
      • Production Status
      • Installation Types
      • Installation Status
    • Document Templates
      • Quote
      • Invoice
      • Statement
    • Email Templates
      • Customer User Invite
      • Customer Order Confirmation
    • Users
      • Licenses
      • Inviting users

Connect

  •  BUZ to BUZ
  •  BUZ to Xero