The settings module allows you to modify and configure the application’s settings, access control lists, groups, custom fields, and more.
Audit Settings – An endpoint to audit all settings. This will show changes and updates made to settings and is accessible via the “Audit Settings” button on the footer of the left side panel.
NOTE: The audit history is only for the Settings, and not any changes made to the Access, Notifications, Custom Fields or More pages.
Accounting
Advanced
Bill of Materials
Carriers
Cartons
Carton Types
Channels
Company
- Settings
- Data – For LOCATE use only.
Contacts
Countries
Custom Fields
Customers
- Settings
- Access Control List (ACL)
- Notifications – Customer Created
- Custom Fields
Customer Parts
Cycle Count
Discounts
- Notifications – Send Email Failed
- Settings
Fees
Groups
Imports
Invoices
Jobs
Locations
Manufacture Orders
Packing
Parts
- Settings
- Access Control List (ACL)
- Notifications – Part Created
- Custom Fields
Part Tree
Payment (Sales Orders)
Payment Methods
Payment Terms
Picking
Pickup
Printers
- Notifications – Print Job Failed
Purchase Orders
- Settings
- Access Control List (ACL)
- Custom Fields
- Work Flow – LOCATE Support Use Only
Quotes
Receiving
- Settings
- Access Control List (ACL)
- Notifications – Receipt Finished
- Custom Fields for Receipt and Receipt Line
Reconcile
- Settings
- Access Control List (ACL)
- Custom Fields for Reconcile and Reconcile Line
Reports
Report Profiles
Return Orders
- Settings
- Return Reasons
- Access Control List (ACL)
- Custom Fields for Return Order and Return Order Lines
- Work Flow – LOCATE Support Use Only
Rules
Sales Orders
- Settings
- Access Control List (ACL)
- Notifications – Sales Order Complete, Sales Order Deposit Paid and Recurring Payment Failure Notification
- Custom Fields for Sales Order and Sales Order Lines
- Work Flow – LOCATE Support Use Only
Salespeople
Schedule
Services
- Access Control List (ACL)
- Notifications – Service Sync Failure and Service Warning
- Custom Fields
Shipping
Shipping Terms
Sites
To Dos
- Notifications – ToDo Assigned Notification
Transfer Orders
- Settings
- Access Control List (ACL)
- Custom Fields for Transfer Order and Transfer Order Line
- Work Flow – LOCATE Support Use Only
Use Cases
- Access Control List (ACL)
- Notifications – Use Case Created
Use Orders
- Settings
- Access Control List (ACL)
- Notifications – Use Order Complete
- Custom Fields – for Use Order and Use Order Line
- Work Flow – LOCATE Support Use Only
UOMs
Users
Vendors
Vendor Parts
Webhooks
Work Orders
- Settings
- Access Control List (ACL)
- Custom Fields for Work Order and Work Order Line