Setup Info & Defaults

Overview

Setup Info & Defaults is the information that will flow to all quotes, work orders, invoices, purchase orders, maintenance records, and Form 337’s. You can also set up your email schedule for “Low Stock” alerts, define your tool crib, and customize your header for your maintenance records and footers for all of your system-generated documents.

Setup Info & Defaults contains 7 tabs:

• Company Address – This section is where you will provide your shop’s contact information.
• Company Data – This section is where you will provide your shop’s information for the AMI system, seed values for your documents, and upload your logo.
• Rates & Fees – This section is where you set all of your default rates and fees that will be used for your Customer Documents.
• Notification Data – This section defines who receives “Buyer” notifications and “Low Stock” alerts.
• Tool Crib Setup – This section is where you set up your tool crib, you can add a tool type, status, and calibration intervals.
• Document Footers – This section is where you will set up custom footers for your Customer Documents.
• Document Headers – This section is where you will set up a custom header for your Logbook Entries.

*In order to create proper work orders, we recommend completing Company Address, Company Data, and Rates & Fees before creating any Customer Documents.

To get started, mouse-over Settings and click Setup Info & Defaults.