Parameter Settings > Setup Tab

The Setup tab offers several tabs related to the initial set up and configuration of the server and application. Some tabs are limited by security and others can only be modified by Support. Click on the underlined links (summary headings) below to view the full documentation for the settings on a tab.

System

These parameters pertain to settings that determine or direct how the software functions with your server(s) and overall system. This tab contains settings required for your company's e-mail and fax processing (if done). In addition, pathnames are defined for reporting purposes and the deployment location for SpruceMobile.NET application (if used). Polling settings can affect performance and determine how often the client software accesses the SQL database for certain automated tasks (such as messaging, etc.).

Software

Software parameters are used by Implementation and Support to define site information and software application settings. The application uses this information to keep track of errors and so upgrade status data can be forwarded to Support. This is also used for enabling or disabling various features including regional and cultural settings. None of these settings can be modified by the user.

Documents

This tab is used for determining default settings for the various types of documents maintained in the document library. Users can set preferences such as the number of copies, desired print format (for documents supporting this), and specify whether logos are printed (again, on supported documents, some never print logos). Document prefix characters can be specified for purchase orders, customer orders, and work orders (manufacturing). In addition, users may define indices that determine specific numeric ranges that may be assigned to selected documents. For example, all Point of Sale documents could be assigned to index 1 which is defined as 000000-399999 and other documents could be assigned to 400000-999999. Watermarks can be enabled or disabled on this tab as well.

User ID

The settings found under the User ID tab are for specifying the administrative and application manager ID's. Password preferences such as minimum size and expiration days can also be set in this area.

EDI

EDI stands for "Electronic Data Interchange" and describes the process of transmitting data electronically. For our purpose, it represents transmission of data primarily related to purchasing between your company and a vendor. We offer a number of EDI options with vendors. This tab is used for enabling the particular vendor's EDI function and also determines whether nightly automated processing is done (not available for all vendors). Many vendors have proprietary EDI data structures that require customized programs for handling their data.

Capital One Trade Credit (formerly BlueTarp)

Capital One Trade Credit (formerly BlueTarp® Financial) provides credit management services to Lumber and Building Materials dealers for their customers (contractors, etc.). This tab contains settings relevant to Capital One Trade Credit (formerly BlueTarp) processing.

Rental

This tab is only accessible by Support. For more information about the rental feature click here.

Options

This tab is reserved for Support and Development use.

SMTP

These settings are used for error reporting (via email) and can only be modified by Support.

BankCards

Use this tab to set up your credit card processor settings. These settings moved from the Software tab.