Currently, you have a set of options in your account settings that allow you to customize your account behavior and define various rules, depending on your selected preferences.
Note that only admin users have access to this menu. If you need to change your account settings but do not have access, contact an admin.
To access and modify your settings, follow the steps below.
1. On Fusion Operations, in the top right corner of the page, press on your/company name, and the dropdown displayed below will be presented.
2. On the dropdown, select the second option - "Settings"
3. Search for the desired Settings and make the alterations accordingly.
You can use the search bar to find the desired setting or select directly on one of the available menus. At the moment, there are seven different settings menus, each related to a different aspect of the system. Each menu will present various configurations.
General: This includes generic system configurations, such as the number of decimal digits for costs, company logo, and more.
Catalog, Processes, and Quality: Here are the configurations related to waste management and process mapping.
Integrations: These include configurations related to available integrations, such as QBO.
Production: These configurations are related to the production itself, such as the hiding future operations, or already performed ones.
Resources: These are configurations related to the factory resources, such as the hourly cost of workers.
Sales, Purchases, and Quotes: Configurations related to sales and purchase documents, such as auto-naming formats.
Traceability: These configurations are related to product traceability, such as lot and serial number configurations.
4. Save the modifications.
After making the desired alteration, make sure to save the settings by pressing on the button highlighted below:
If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.