Setup
You will need the Can change site configuration settings permission in your security group.
Click Permissions and Security Groups to learn more.
How to Configure Invoicing Settings
Navigate to Control Panel > Invoicing.
Update the available fields:
Default payment terms — set the number of days after which payment is due (e.g. 14 days after invoice date). These terms can be customised per billing contract.
Payment instructions — enter the payment instructions to appear on invoices generated by Uptick (e.g. bank transfer details, reference instructions).
Click Save.
For additional invoice configuration options, click See advanced on the Invoicing settings page.
How to Configure Sales Quoting Settings
Navigate to Control Panel > Sales Quoting.
Update the available fields:
Sales Quote default expiry (days) — the default number of days until a sales quote expires. Set to 0 to disable.
Sales Quote template terms and conditions — terms and conditions to appear on your sales quote PDFs. Supports markdown syntax.
Click Save.
Sales Quote Tags
Click Sales Quote Tags.
Click + Add, enter a Name, and click Create Sales Quote Tag.
Click the pencil icon to edit or the bin icon to delete an existing tag.
How to Configure Defect Quoting Settings
Navigate to Control Panel > Defect Quoting.
Update the available fields:
Defect Quote default expiry — the default number of days for a quote to expire.
Autoreminder frequency (weeks) — the number of weeks between autoreminders for submitted quotes. Set to 0 to disable.
Defect Quote template terms and conditions — terms and conditions to appear on your defect quote PDFs. Supports markdown syntax.
Click Save.
Defect Quote Tags
Click Defect Quote Tags.
Click + Add, enter a Name, and click Create Defect Quote Tag.
Click the pencil icon to edit or the bin icon to delete an existing tag.
How to Configure Warehouses Settings
For full instructions on setting up and managing warehouses, see Setup a warehouse.
To set the default warehouse:
Navigate to Control Panel > Warehouses.
Select the Default Warehouse for stock consumption by users who don't manage their own warehouse.
Click Save.
How to Configure Cost Centres Settings
For full instructions on creating and managing cost centres, see Set up cost centres.
How to Configure Purchase Orders Settings
Navigate to Control Panel > Purchase Orders.
Update the available fields:
Purchase Orders sequence format — the format of the automatically generated sequence numbers (e.g. PO-%04d).
Purchase Order file name format — the format of the purchase order file name when downloading as a PDF. Use
{po}to reference the purchase order (e.g. PurchaseOrder-{po}.pdf).Purchase Order auto-approve limit — automatically approves any purchase orders under this amount.
Default material markup as a decimal for Purchase Orders — sets the standard markup as a decimal applied from purchase orders.
Click Save.