Setting up Preferences

Preferences is a subsection of your settings that contains general system settings. The settings and options found within your Preferences are global, and can be customized to support the needs and practices of your specific business operation.

How to Find Your Preferences

You can find your Preferences by navigating to Settings > Preferences.

All of the Available Preferences

Your preferences are divided into 8 subsections:

For more information, please see below.

System Options

Module Settings:

• Business Management
• Calendar
• Cashier Ledger
• ciePhoto
• Container Management
• CRM Module
• Currency Contracts
• Dispatch Board
• Driver Assignment Board
• Equipment Tracking
• Export Document Tracking
• Letter of Credit
• Load Manager
• Products of Interest
• Public Trade POS
• Reverse Billing (Settlements)
• Service Contract Manager
• Service Module
• Release Management

Inbox Settings:

• Set Inbox to All Users by default
• Show Delivered Folder
• Open Worksheet (inbox) at view page
• Use Inbox Warehouse Schedule

Waste Brokerage Settings:

• Use Dispatch Service Record Workflow for waste brokerage
• Apply Sales Tax to Shared Savings
• Use Reason Code Workflow
• Show Location Lookup
• Require requested by on Dispatch Ticket
• Enable View of Services on Counterparty Page
• Group Statement of Account by Location
• Include both Suppliers and Customers on Dispatch Job Account list
• Require Failed Reason on Dispatch Ticket

Converting Settings:

• Allow Output Copy on Converting
• Show warning on CJ when output exceeds Input weight
• Settlement Statement Format / Report Unit of Measure
• Order Management Shipped Weight Logistic

Worksheet & Orders

Worksheet Settings:

• Show Ship Time (Worksheet)
• Show Buy Rep on Inventory Shipping
• Start with Blank Shipping Date
• Require Expense on Worksheet
• Hide the scale weight block on PR
• Show Gross Tare Weight Block
• Show warning for duplicate Pickup No
• Show warning for duplicate Release No
• Enable Scaling with Yard Tractor
• Use Agency Worksheets
• Brokerage: Do not populate Buy Side weights and UOMs from Sell Side
• Show Worksheet Generator
• Do not apply grades from orders
• Restrict purchase order look up by location
• Separate Order Lookups by Department
• Show Alt Names on Contract Grade List
• Do Not Allow Total Received Weight to Exceed Scale Net Weight
• Track Broker Freight Carrier
• Show BOL Weight on PR
• Default Blind Bill of Lading
• Reference Date (Brokerage & Shipping)
• Reference Date (Receiving)

Order Settings:

• Warn on save when Contract Grade is NOT selected (Order)
• Use Provisional Pricing
• Use Order Workflow
• Copy SO Shipping address to copied PO
• Use Confirm Sales Pricing Workflow
• Use Confirm Purchase Pricing Workflow
• Link PO product details to Sales Orders
• Require Trade Type on Worksheets, Billing Sheets, and Orders
• Reference Date (Order)

Invoices

Invoice Settings:

• Make the default Worksheet Post-Date be the Ship-Date
• Email Packing list with Invoice
• Use Ship-To Address from Sales Order
• Enable multiple department sequences
• Calculate Due Date from Ship Date
• Payment Instructions
• Terms & Conditions

Credit

Credit Settings:

• Credit Exceeded
• Check Open AR Only
• Send email when credit is exceeded

Document Numbers

For more information on Document Numbers, please refer to our helpfile here.

User Defined Fields (UDFs)

For more information on User Defined Fields (UDFs), please refer to our helpfile here.

Digital Signature

For more information on Digital Signatures, please refer to our helpfile here.

Remit To Address

For more information on Remit To's, please refer to our helpfile here.

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If you have additional questions, please contact the Support Team via email to  support@cietrade.net