User Manual: Feature Setting

The Versa Cloud ERP User Guide for Feature Settings provides quick access to the feature settings, which help the user navigate the program.

Setting	Description
Bills of Material	The Bill of Material setting enables users to manipulate the BOM feature. This setting enables users to limit access, create a new unit of inventory add to stock, assign dimensions, etc.
Bills	The bill settings, essentially enable customizing how your Versa handles the bills, ensuring accuracy, efficiency, and compliance with your business needs.
Bin Location	Bins are physical stocking units in a facility. The setting in bin locations enable users to auto stock bin locations when the user receives a Sales Order.
Company Setting	Company Settings govern settings across the features of Versa. Users can enable inter-entity transactions, set up date formats, company time-zone, decimal point.
Custom Fields	Versa enables users to add custom fields, that can be added to the Invoice, Sales Order, Bill, Supplier and on the Product page.
Custom Forms	In Versa there are 2 types of forms available, one is system default and the other is custom. These custom forms are built for a users specific business requirement.
Check Format	Versa supports printing onto pre-printed check stock, and we also support various formats.
Check Numbers	In Versa users can update the check numbers for the cash accounts
Customers	This setting determines the placement of the customer address on the forms and allows customer deposit balances to be negative
Document Lifecycle Logging	Versa has an always on Audit-Trail, which enables the system to track the user activities.
Dunning Schedule	Dunning is an advanced payment management feature in Versa that allows users to send a dunning email to customers for overdue invoices.
eMailing	This feature enables the user to set up default eMail subject line, eMail message and the default reply to emails for Account Statement, Orders, Invoices, Quotes, RFQ's, Transfer Order and Shipments.
Expenses	This is an add on Module. Under this setting users can default the GL account to record the expenses under and enable the tax field for the expense items.
General Ledger	These settings cover fundamental financial and inventory management configurations. For inventory, the system allows selection between Average Costing and FIFO Costing methods for valuation. For financial reporting, users can enable a 13-period fiscal year, display an un-dimensioned total in dimensional reports, and hide lines with zero totals. To ensure financial accuracy with dimensional reporting, the system can enforce transaction balancing across dimensions. Regarding inventory management, the system offers options to hide empty FIFO buckets after a specified number of days. Finally, for bank reconciliation, users can define a transaction search range (in days) to facilitate the matching of imported bank transactions with internal records.
Inventory Management	These settings in an ERP system allow for the configuration of automated inventory planning and reordering. The "Default Review Period" sets the timeframe for analyzing inventory levels, while the "Safety Stock Formula" enables users to choose how the system calculates the crucial buffer inventory. Additionally, the option to "Allow reorder points Per Measurement units" provides granular control over replenishment triggers, ensuring purchases are prompted based on the specific units in which inventory is tracked and sold. Together, these settings aim to optimize inventory levels, prevent stockouts, and streamline the purchasing process based on intelligent system recommendations.
Inventory Adjustment	User can set up the system to Automatically adjust out of stock inventory and default the variance reason and the GL account used for balancing the accounting entry.
Invoice Adjustment Types	Versa enables the users to setup custom Invoice Adjustment Types in the system these are used for discounting, returns, refunds or credits.
Invoices	The invoice feature settings in Versa are parameters that dictate how invoices are created, presented, and managed for your Business
Labor & Time Cost Tracking	Versa can enable businesses streamline labor and time cost tracking through configurable settings that automate data capture, calculation, and reporting. These settings define how employees log their time, assign it to specific projects or tasks, and calculate associated costs
Outgoing SO Shipments	Outgoing Sales Order (SO) Shipments settings within an ERP system allow businesses to configure and automate the processes involved in sending goods to customers. This encompasses a range of options, from defining shipping methods and carrier integrations to setting packaging preferences and generating shipping documents.
PO Planner	The PO planner feature within an ERP system offers configurable settings that streamline and optimize the purchasing process. These settings allow users to define parameters for purchase recommendations, such as considering sales order demand, minimum stock levels, and work order requirements. Users can also specify supplier preferences, filter products, and establish tolerances for automated quantity adjustments. By customizing these settings, businesses can tailor the PO planner to their specific needs, ensuring efficient procurement, minimizing stockouts, and controlling inventory costs.
PO/RMA/Transfer Shipment Receipt	Versa Cloud ERP systems provide configurable settings to manage the receipt of goods from vendors (Purchase Orders), returned goods from customers (RMAs), and items moving between internal locations (Transfers). These settings streamline receiving processes by defining parameters for document creation, inspection requirements, routing of goods, and inventory updates. This customization ensures accurate inventory records, efficient warehouse operations, and compliance with company-specific workflows.
Payments Disbursements	Payment disbursement settings in an ERP system allow businesses to configure and control how they pay their vendors and other parties. These settings encompass a range of options, including defining payment methods, Payment references, Showing Additional Accounts for payment, Enabling bill payment in other currencies, etc.
Payments Receipts	Versa Cloud ERP offer a range of customizable payment receipt settings to streamline and standardize the recording of incoming payments. These settings allow businesses to define receipt formats, numbering conventions, payment methods, and posting rules. They may also include options for automated receipt generation, allocation to specific invoices, and integration with other financial modules. Configuring these settings ensures accurate tracking of receivables, efficient cash flow management, and compliance with accounting regulations.
Product Identification Types	Versa allows users to create Product Identification Types that their business is using
Product Label Listing	In Versa users can set up how they would want to have the product labels printed. In addition users can also specify which barcode value to print which can be used for scanner support and have a default barcode output.
Projects	With the projects feature setting Versa will show project revenue and estimates based on dimensions assigned to quote items, order items and invoice items.
Pick Lists	These settings in an ERP system provide granular control over the "Pick, Pack, Ship" workflow, aiming to optimize warehouse operations and order fulfillment. They range from enabling the core picklist functionality and automating quantity defaults to streamlining the packing process and offering flexible sorting options for picklists.
Price Policies	Versa Cloud ERP includes robust price policies features that allow businesses to automate and manage the selling and the purchase pricing strategies. These settings enable the configuration of various pricing rules, discounts, and markups based on factors.
Purchase Orders	Purchase order settings in Versa Cloud ERP provides the framework for how a business manages its purchasing. These settings allow for the user to configure elements on the Purchase order forms.
Quotes	These quote settings in an ERP system offer a comprehensive way to tailor the quotation process to a business's specific needs. They enhance efficiency by enabling CSV uploads for lengthy quotes and automatically populating quote validity periods. To improve accuracy and provide essential information, the system can display inventory availability, cost and markup/margin details for price calculation, and the history of past quotes for a product. Furthermore, these settings facilitate workflow integration by allowing quotes to be linked to projects and by carrying over general comments and delivery dates upon conversion to sales orders. Finally, the system offers flexibility in managing delivery dates and allows users to choose between displaying markup or margin for price calculations.
Sales Orders	Sales Order (SO) settings in Versa Cloud ERP offer extensive customization options to tailor the entire sales process. These settings control the appearance of SO documents with signature lines and the display of product details and shipment information. Automation features streamline workflows by allowing conversion to Purchase Orders, automatic quantity allocation, and automated email confirmations and shipment notices. Address handling is enhanced with options to restrict ship-to addresses and validate US addresses. Financial aspects are managed through settings for accruing estimated freight charges and selecting specific freight accounts. Furthermore, the system allows for blind shipping, editing historical orders, online payments, and the application of credit limits. At the item level, users can configure inventory availability details, past sales history display, project linking, adjustments, substitute products, and mandatory ship/delivery dates, along with price calculation views and the ability to create work orders directly from SO lines. Finally, the system provides flexibility in selecting multiple shipping facilities and defaulting new orders to draft mode, ensuring a highly adaptable sales order management experience.
Scanner Support	These settings in an ERP system provide users with the ability to leverage barcodes for efficient product identification and scanning. The system allows users to designate a specific product field to serve as the barcode value, which is then used for quick product lookups via barcode scanners. Furthermore, users can select the desired barcode type, with options like CODE128 for alphanumeric representation. For convenient testing and setup, the system also offers a "Test Scan Button" to simulate scanning without requiring a physical scanner. These configurations enable businesses to streamline warehouse operations, point-of-sale processes, and inventory management through effective barcode utilization.

Inventory Adjustment

The automatic Inventory Adjustment enable, users to automatically increase stock levels for shortfall on inventory. Once the setting is turned on Versa will automatically increase inventory level to compensate for the shortfall when selling inventoried items on the Invoice.

In addition to this the automatic adjustment, will be defaulted to the Variance Reason and the Balancing Account the user will choose.

Bills of Material (BOM)

The Bill of Material setting enables users to manipulate the BOM feature. Users can control which user can access and create a BOM. In addition, this also controls:

Users being able to expand BOM line items
Users will not be able to close builds or Work orders if there is a shortage of inventory
Dimension Tags can be assigned to BOM Items
BOM line items can be sorted by Part Numbers
Users set the BOM up to create a new inventory unit once a Work order is closed

Bills

The bill settings, essentially enable customizing how your Versa handles the bills, ensuring accuracy, efficiency, and compliance with your business needs.

Create New Lot for Duplicate Lot Number for Inventory Received Through Bills: When businesses receive lotted inventory on bill, and if the lot number already exists Versa will automatically create a new lot
Allow Blank Due Date for Bills with Custom Terms
Sort Bills by Supplier's Inv # When Making Payments
Default Expense Account for inter-entity Bills: User can set up a default expense account for recording bills for inter entity billing
Bill Aging Buckets: Users can enter custom bill ageing as per their process requirements
Send Payment Remittance Advice After Bill Payment Batch is Posted: This setting enables users to send payment advice to the the suppliers primary communication email in the records once a payment batch is posted in Versa.
Auto Adjust COGS amount posted if bill line unit price is different from the PO line unit price when linking a bill item to a shipment receipt. (In FIFO inventory costing method only): Versa enables users to create a bill directly from the shipment receipt page. There may be instances when the price the goods are received at is different from the price quoted in the purchase order. This may arise due to an agreement revision, discounts or any other external factors. To take the price shift into account, when this setting is enabled Versa will recognize the price change and adjust the COGS using the new unit price at which the goods are received.
Allow duplicate Internal Ref and Internal Ref is mandatory.
Track rebillable expense by customers: With this setting, Versa will enable the users to specify an amount in the bill from the supplier that is billable to the end customer. This way users can create an invoice to the customer for these re-billable expenses linked to the bill.
Revenue Account for Billable Expense Surcharge: Users can set a default general ledger account to record the billable expenses
Generic GL Account To Use When Posting Shipping Bills For Amounts Not Directly Related To Shipment Packages.
GL Account To Use When Creating UPS Bill Item From UPS Bill Import.

The next set of settings control how the final bill will be visible to the user:

Show Link to Shipment Receipt
Show Link to Purchase Order Item
Show Link to Project
Show Fixed Asset
Show Adjustment Fields
Show Purchase Order Item Prepayment
Allocate Bill Item Costs to Shipment Receipts
Allocation Method
Allow allocation of bill item freight expense to order shipments

A Bill Linked to a Shipment Receipt:

Bin Location

Versa has an inbuilt advanced warehouse management feature. This includes Bins, which are physical stocking units in a facility. The setting in bin locations enable users to auto stock bin locations when the user receives a Sales Order.

Company Setting

Company Settings govern settings across the features of Versa:

Prepend Account Numbers to Account Names
Require Identifier Field on Customers
Require Identifier Field on Suppliers
Make Supplier’s Inv # Required and Unique per Supplier on Bills
Make Internal Ref No for Invoices Unique
Make Internal Ref No for Invoices Required
Link Facilities to Entity
Stocking Description For Products Must Be Unique
Inter-Entity Transactions
Share Products and Product Categories
Enable Multi-Dimensional Support
Show Costs on Price List
Check Stub Style
Dashboard Cash Account
Show Costs with Inventory Levels
Enable Weight Fields on Parts
Default Weight Markup
Show Inventory Availability Details On Part View
1099 Reporting
Date Format
Show Product Custom Field Information On Order and Invoice page
Import Duplicated Lot Numbers as New Lot in Getting Started
Product Barcode Field For Scanning
Show Product Image (if present) on Order Entry Form and Product Listing
Show total base unit inventory on Inventory Listing
Show costs with substitute levels
Show Taxes for Bank Transaction/OFX Import Posting
Date Format to Use On Check Header
Company Time-zone
Decimal places to show for inventory cost per unit
Dual Measurement Unit Processing Support for Purchase and Sales
Invoice In Stocking Unit Of Product When Sales Order Is Shipped (Require Dual Measurement Unit Processing Support)
Validate Address On Sales Orders, Invoices and Quotes (USA Address Only)
Required Primary Email for new Customer

Custom Fields

Versa enables users to add custom fields, that can be added to the Invoice, Sales Order, Bill, Supplier and on the Product page. These fields can be:

Text
Decimal
Integer
Boolean
Date
List
Or Multiple Selection field

User can choose where do they want these fields to show up from the Page/Form drop down menu. In addition to this Versa allows a user to set a status for the field:

Private
Enabled
Required

And users can also make the field entity specific.

Custom Forms

In Versa there are 2 types of forms available, one is system default and the other is custom. These custom forms are built for a users specific business requirement. Users can customize forms such as Purchase Orders, Sales Orders, Invoices, Quotes, Picklist, Receipts, and Packing Lists. Users would use a combination of Liquid, HTML and some Cascading Style Sheets (CSS). You can see a list of custom forms under Enterprise Setup, Custom forms.

To know more on Custom Forms and how to build on in Versa: https://support.versaclouderp.com/hc/en-us/categories/360001699474-Custom-Forms

Check Formats

Versa supports printing onto pre-printed check stock, and we also support various formats.

The formats supported are:

Davis + Henderson 102
Davis + Henderson 108
Sage 50 US, 3 part, annotated
Intuit Secure Plus Voucher

Users can also set the default check format to be used for the account type:

Check Numbers

In Versa users can update the check numbers for the cash accounts.

Customers

This setting determines the placement of the customer address on the forms and allows customer deposit balances to be negative

Document Life Cycle Logging

Versa has an always on Audit-Trail, which enables the system to track the user activities. We allow users to select the documents for which they would need the system to log all changes such as creation, adding line items, updating line items, importing etc.

Dunning Schedule

Dunning is an advanced payment management feature in Versa that allows users to send a dunning email to customers for overdue invoices.

Users can set the overdue days, which will enable the system to filter the past due invoices and send an automated eMail on behalf of the business.

eMailing

Under this setting users can set up the reply to email, the default subject of the email and the body.

General Ledger

These settings cover fundamental financial and inventory management configurations. For inventory, the system allows selection between Average Costing and FIFO Costing methods for valuation. For financial reporting, users can enable a 13-period fiscal year, display an un-dimensioned total in dimensional reports, and hide lines with zero totals. To ensure financial accuracy with dimensional reporting, the system can enforce transaction balancing across dimensions. Regarding inventory management, the system offers options to hide empty FIFO buckets after a specified number of days. Finally, for bank reconciliation, users can define a transaction search range (in days) to facilitate the matching of imported bank transactions with internal records.

Inventory Costing Method: Please note- This is an initial internal organizational setup. Versa supports 2 methods of inventory costing: 1) Average Costing- Inventory is valued at its total cost divided by the total number of units on-hand. 2) FIFO Costing- The first-in and first-out Inventory costing method is expensed at its per unit cost in the order in which it arrived in the inventory
Enable 13-period Fiscal Year Periods: Please note- This is an initial internal organizational setup. Enabling Reporting in fiscal periods defined as 13 periods consisting of 4, 7-day weeks, as is commonly used in restaurants and other service operations.
Show Undimensioned Total in Financial Reports: When enabled, reporting financial reports by dimensions will have one additional column that shows un-dimensioned totals.
Enforce Transaction Balancing Across Dimensions for Transactions Posted with Dimensions: When enabled, this setting will ensure that the transactions are balanced across each applied dimension.
Hide Lines with Zero Totals In Financial Reports: This setting will hide rows that have zero value in financial reports.
Hide Empty FIFO buckets: This setting will auto hide FIFO buckets after a number of days if the quantity on hand and allocated is zero.
Number of Days Before an Empty Bucket is Marked as Hidden: The User can specify the number of days post which the bucket will be hidden.
Matching Transaction Search Range for Imported Bank Transactions: This is the number of days +/- to use for searching for potential matches for imported bank transactions.

Inventory Adjustment

The Inventory Adjustment feature settings in Versa enable users to configure the adjustment reasons and Ledger accounts. In addition, Versa also enables users to automatically adjust the inventory for out of stock on invoices and orders.

Automatic Adjustment Inventory for Out of Stock products on orders and invoices: With this setting enabled, the system will automatically increase the inventory level to compensate for the shortfall when selling inventoried items on invoices.
Automatic Adjustment Inventory Variance Reason: Users can default the Automatic Inventory Variance Reason from the list of Variance reasons listed in Versa.
Automatic Adjustment Inventory Variance Balancing Account: User can default the GL account to be used for balancing the Inventory Account Variances.

Inventory Management

These settings in Versa Cloud ERP allow for the configuration of automated inventory planning and reordering. The "Default Review Period" sets the timeframe for analyzing inventory levels, while the "Safety Stock Formula" enables users to choose how the system calculates the crucial buffer inventory. Additionally, the option to "Allow reorder points Per Measurement units" provides granular control over replenishment triggers, ensuring purchases are prompted based on the specific units in which inventory is tracked and sold. Together, these settings aim to optimize inventory levels, prevent stockouts, and streamline the purchasing process based on intelligent system recommendations.

Default Review Period (Days): The number of days to consider when reviewing inventory planning. This can be over-ridden by in the reorder point setting for the product.
Safety Stock Formula: Users can choose the formula to default to for the Safety Stock.
Allow reorder points Per Measurement units: Re-Order points is entered for each measurement unit. Which inventory is below the re-order point for each unit, the user will be prompted to purchase the inventory.

Invoice Adjustment Types

Versa Cloud ERP enabled users to create Inventory Adjustment reasons as per their business requirements.

Invoices

The invoice feature settings in Versa are parameters that dictate how invoices are created, presented, and managed for your Business.

These settings enable users to add essential details to the invoice copy for their business.

Users can include

Reference on Invoices: This setting will show the Notes associated with the Order line items on the Invoice
Asset Account for Invoicing: This will default the Invoices to be recorded under an Asset account rather than the default Revenue Account.
Expense Accounts For Invoicing: This will default the Invoices to be recorded under an expense account rather than the default Revenue Account
Liability Accounts For Invoicing: This will default the invoices to be recorded under a liabillty account rather than the default Revenue Account
PayPal Button On Invoices: This setting is eligible when the setting to allow customers to pay online is turned on. This will show the customers a PayPal option on the payment screen.
Allow Customers to Pay for Invoices Online Using Credit Card: This will enable customer to pay via credit card or PayPal
Allow Customers to Pay Using ACH: Enables customers to have an additional payment option of ACH
Show Invoice After Posting Instead of New Invoice: In Versa by default, once the invoice is posted, the system will take the user to the new invoice form. If this setting is enabled, it will allow the user to stay on the posted invoice page
Only Show Customer's Shipping Addresses on New Invoice: The default behavior is to allow the user to ship to any shipment address. If this setting is enabled, the user can only ship to the address specified in the Ship to Address on the customer page.
Allow Blank Due Date for Invoices with Custom Terms: If an invoice is using a custom payment term, this lets the Due Date be blank, which can be updated by the user later.
Only Deposit Balance From Related Orders Can be Applied to Sales Invoices: When this setting is turned on user can apply a deposit balance only from a related sales order.
Apply Deposit Based on Quantity on Invoice Page: This gives an option to apply payment on the invoice page. The amount to apply is based on the invoiced quantity as a % of the total ordered quantity. If 10 units are sold from a total quantity of 100, then 10% of the payment will be applied
Book Line Total as Revenue Before Adjustments: This gives an option to the user to book the total amount of the invoice before adjustment or after adjustment into the accounting transaction
Invoice Aging Buckets: The default ageing buckets are set to 30,60,90. Users can manually update the ageing buckets are per their requirement.
Warn about Invoice with Past Date when Posting: This setting will give a pop up warning if the invoice is posted on a past date
Automatically Add A New Service Line On New Invoices: This setting will add a new service line to the invoice. This will include additional services being charged and the use the total of all quantity in invoice as its quantity. Users can choose the service in ‘Add this service to the new invoice’
Show Historical Invoice In Invoice Listings: Historical Invoices can be searched for in the invoice listing page when this setting is turned on.
Show Historical Invoice In Reports: This setting enables historical invoices to be visible in reports.
Allow Historical Invoice Be Posted: Historical invoices cannot be posted as these are for recording the information only. When this setting is on, it enables users to post the historical invoices. They will be posted to the AR If they contain any inventory and quantity posting, these will not affect the inventory quantity. Once posted, these invoices can also be paid.
Default Account To Use When Invoicing Billable Expense: Users can assign a default account to post billable expenses on an invoice.
Amazon Payout Import Customer: Default Customer to be used when importing Amazon payout as invoices
Amazon Payout Import Expense Account: Users can assign a default expense account when importing amazon payouts as Invoices
Amazon Payout Import Revenue Account: Users can assign a default revenue account when importing Amazon payouts as Invoices
Show Unposted Shipments in Uninvoiced Shipments Report: When this setting is turned on, all shipments received but not posted will be visible on the Uninvoiced Shipments Report
Email Invoice to Customer Once Posted on Screen: This is only applicable to the invoices entered in Versa. When the user clicks on the post button, Versa will automatically email Invoices to the customer. This is not applicable to invoices imported from integrations or API
Skip Inventory Adjustment When Negative Quantity Is Entered: Inventory is generally adjusted when an invoice with a Negative Quantity is entered. If this setting is enabled, Versa will skip an Inventory adjustment when a negative quantity is entered.

Invoice Item Form

Show Link to Shipment: Show option to create Invoice items from Shipment
Show Link to Sales Order Item: Show the option to create an Invoice from Sales Order
Show Link to Project: Enable invoices to be linked to Projects
Show Link to Shipped Kits: Show option to create invoices linked to KIT Shipment Records
Show Amount Field: By entering the amount user can skip entering quantity and unit cost for new lines
Show Adjustment Fields: Show the Adjustment field on the new invoice form
Show Substitute Products: Show Substitutes for the Product selected
Show Markup and Cost for Price Calculation: Show the cost and markup fields for price calculations on each invoice line item form
Show Margin and Cost for Price Calculation: Show the cost and margin fields for price calculations on each invoice line item form
Show tax detail for each line item: If an invoice line item has tax, show taxes with each line item on the printed form. Tax totals always show on the bottom of the printed invoice forms

Labour and Time Cost Tracking

Versa can enable businesses streamline labor and time cost tracking through configurable settings that automate data capture, calculation, and reporting. These settings define how employees log their time, assign it to specific projects or tasks, and calculate associated costs

Timesheet Interval Period: It can be set up to either Daily, Weekly, Monthly, Semi-Monthly, Biweekly, Quarterly
Timesheet Start Day
Timesheet Entry Resolution: This can be set to Minute, 10th of an Hour, Quarter of an hour, Half Hour or Hour
Default Labour Cost Credited Account: The User can set up the default account to record the cost related to the labor
Default Labour Revenue Debited Account: The User can set up the default account to record the revenue applied to the labor
Default Labour Revenue Credited Account: The User can set up the default account to record the revenue generated from the labor
Default Project Revenue Account: The User can set up the default account to record the revenue generated from the Project
Default Reimbursable Bill Revenue Account: The User can set up the default account to record the Reimbursable Bills
Default Build Project Duration: Set the default duration of a build as per their business operation
Default Build Project Duration Measurement Unit: Set the UOM of a build as per their business operation
Default Work Order Project Duration: Set the default duration of a Work Order project as per their business operation
Default Work Order Project Duration Measurement Unit: Set the UOM of a Work Order project as per their business operation
Default Include Billable Time on Build Projects: This setting will include the billable time on a Project as a default.
Default Work Order Project Fixed Price or Time and Materials: The User can default the Work Order to be billed on a Fixed price or Time and Materials Costing.
Default Work Order Materials Gross Margin (%): The User can default the Work Order to have a default inbuilt gross margin.
Show Aggregate Use by UOM on Production Builds:

Outgoing SO Shipment

Outgoing Sales Order (SO) Shipments settings within an ERP system allow businesses to configure and automate the processes involved in sending goods to customers. This encompasses a range of options, from defining shipping methods and carrier integrations to setting packaging preferences and generating shipping documents.

Fill Sales Orders from any Facility: With Setting enabled, Versa enables businesses to fulfill orders from any of the facilities. This is regardless of the facility assigned to the Sales Order.
Ship Only Allocated Orders: This setting makes sure that all the line items on the Sales Order are allocated before they can be shipped. Allocation can be only done on one facility indicated on the Sales order Header. If the user wants to be able to allocate from multiple facilities, the setting for ‘ Allow Assignment of Facility at Order Item’ needs to be turned on
Generate Packing List: Enables users to generate packing lists after shipment is posted
Disable Changing of the Generate Packing List Checkbox: With this enabled, the user cannot change the option to generate a packing list on the shipment page.
Create Invoice: A user can turn this setting on if they want the system to create an Invoice once the shipment is posted.
Disable Changing of the Create Invoice Checkbox: This setting will not let the user disable creating an invoice on the SO shipment page.
Post Invoice: Once this setting is enabled, Versa will automatically post the invoice once the shipment is posted.
Apply Deposit: To apply any deposit to an order when an order is posted, if the order has deposits linked to it.
Disable Changing of Apply Deposit Checkbox: With this enabled, users cannot disable the Apply Deposit Checkbox
Show Order References on Packing Lists: This will show the Sales Order Reference on the packing list.
Include Service Items on Invoices After Shipment Is Posted: When an invoice is created from a Shipment, if any of the order items contain a service, this will be included on the invoice created.
Include Zero Total Non-Inventoried Items on Invoices After Shipment Is Posted from Picklist: When an Invoice is created from a Shipment from a Picklist, if any of the order items contain non-inventoried products with a line total of Zero, include such lines also on the invoice created.
Copy Order Message to Invoice: When an Invoice is created from the Order Shipment, copy the message from the order to such invoices.
Always Add/Update Shipping Charge to Orders on Shipment Page: This defaults to the option to insert or update a new or existing line on your Sales Order to reflect charges for Shipping after the user obtains a shipping quote from a Shipping Carrier on the new Shipment Screen. This will require an active Shipping Carrier.
Create a New Invoice Each Time an Order Is Shipped: If this setting is enabled, Versa will create a new invoice each time an order is shipped (even when the same order is shipped multiple times).
Include Shipment in Unposted Invoice for Same Customer: With this setting enabled, it will include the order shipment on the unposted invoice of the same customer.
Show Custom Fields and Terms for Orders and Order Items: Show terms and Custom fields on the order on the Shipping Page.
Mark Sales Order As Fully Shipped When Shipped Quantity Is Different From Order Quantity: Enabling this will automatically mark the sales order as Shipped even when the Shipped Quantity is different than the quantity ordered.
Quantity Difference Threshold When Automatically Marking Sales Order Fully Shipped: Users can enter the quantity difference threshold when marking the Sales Order as fully shipped.
Require Tracking No On Shipment Page: This setting will make users enter the tracking number mandatory.
Show Shipment Information On Order Listing Page: When this setting is activated, the tracking number associated with the shipment packages can be searched on the sales order listing page, shipment listing page, and invoice listing page, and other details about shipment-related information will also be available.
Use Today's Date for New Invoice When Posting Order Shipments: When checked, invoices created from the order shipments would use today’s date. If not set, the effective date on the shipment is used on the invoice.
Show Per Unit Freight Charge: Is the user enables this, they can enter per per-unit freight charge based on the units shipped on the new shipment page.
Package Dimension and Weights Optional for Batch Shipping: When using batch processing for shipping orders, dimensions and weights are required to start the package. If this is checked, users can enter the dimensions and weights are optional and can be entered later.
Combine the Shipping Label and Packing List for Each Shipment Package: Enabling this, the shipping and the packing list will be printed together
Combine Shipping Label and Packing List for All Packages: Enabling this, all the shipping and the packing list will be printed together for a shipment on the shipping page
Auto Select and Generate Shipping Label Based on Shipping Preferences: If a shipping preference is preset on the sales order page, and when the shipping rates are fetched from the carrier on the order shipment page, Versa will give preference to the shipping carrier selected on the order page and create the label.
Allow New Shipment Packages to be Created Without Items: If users want to create a new shipment package and not relate it to an item, activate this setting, and the user will see a new button ‘Add Package’ on the shipment page.
Show Customer Filters on Open SO Page: Allowing the filtering by one or more customers on the open SO page under logistics
Show Order Tag Filters on Open SO Page: Allowing the filtering by one or more tags on the open SO page under logistics
Force Selection of Bin Locations On Shipment Page: For products with quantities in bin locations, users must choose a bin location on the shipment or the picklist page.

PO Planner

The Purchase Order (PO) Planner feature in an ERP system is a powerful tool designed to streamline and automate the procurement process. It analyzes various data points, such as current inventory levels, sales order demand, and minimum stock requirements, to generate purchase recommendations. This functionality helps businesses optimize their purchasing decisions, ensuring they have the right amount of inventory on hand to meet customer needs while minimizing carrying costs and avoiding stockouts

PO planner custom field to filter products by
Increase Recommend Quantity Automatically by % and Round Up
Allow Override of Prices in Purchase Order Planner
Show column Supplier Part Number
Show Average Monthly Sales Over the Last 12 months
Show column Purchase Unit
Select Product Custom Fields that will be displayed as extra columns
Select Part Custom Fields that will be displayed as extra columns
Show All Active Products Regardless of Recommendation
Link Sales Order to Purchase Order
Create One Purchase Order Per Sales Order

PO/RMA/Transfer Shipment Receipt

Versa Cloud ERP systems provide configurable settings to manage the receipt of goods from vendors (Purchase Orders), returned goods from customers (RMAs), and items moving between internal locations (Transfers). These settings streamline receiving processes by defining parameters for document creation, inspection requirements, routing of goods, and inventory updates. This customization ensures accurate inventory records, efficient warehouse operations, and compliance with company-specific workflows.

Credited Account for New Shipment Receipts: When a shipment receipt is posted Versa will debit the inventory asset account and credit accounts payable by default. When this setting is turned on, the user can specify/default the GL account the shipment receipt will be posted to (this is if the user wants to use an account other than accounts payable)
Show Custom Fields for Products: This setting will show all the custom fields for the product on the receiving page
Make Tracking Number required for PO receipts: When this setting is enabled Versa will require a tracking number to be entered when posting a Shipment Receipts
Show Additional Fields For Receipts: Enabling this setting will show the additional fields, such as a Carrier Name, Shipment Number, Container No, and Port for Shipment Receipts.
Make Container No. Required For PO Receipts: This setting will require entering a container no to receive a Purchaser order shipment
Enable Scanning For Receiving New Products on the PO Receipt Page: This setting when enabled, will require a tracking number to be entered when posting a shipment receipt
Create a Receiver for the new PO receipt: This setting, if enabled Versa will create a receiving document for pending purchase order receipts.
Show Unposted Shipment As in Transit: Enabling this setting, Versa will show unposted Shipment receipts as qty in transit in the Inventory Product Listing and in the Product inventory tab
Default Quantity To Receipt on New PO Receipt Page: The Remaining quantity on the PO is defaulted as the accepted quantity when this is activated
Auto-allocate Received PO Quantity To Pending Work Order: Versa will allocate the newly received quantity to pending work orders after receiving
Allocate Quantity To Sales Order When Linked Purchase Order Is Received: When a linked PO is received, Versa will automatically allocate the receiving quantity on the PO to a Sales Order
Estimate Tariff Cost When Receiving Inventory on PO: The estimated tariff cost is calculated based on the tariff rates stored with the products. The estimated cost is added to the cost of the inventory received with this setting enabled
GL Account to Use to Store Estimated Tariff: Enabling this setting would create a new GL account (tariff payable, for example) that will be used to store the cost of the estimated tariff. Once the final cost is known, create a bill and use the final amount to offset the balances in this GL account. Additional Cost will need to be booked if the final cost differs from the estimated cost
Show Bin Location for Selection on Receiving Page: When creating shipment receipts, automatically choose from a list of bin locations if the product has previously been stocked into bin locations. If there are multiple bin locations with stock, you must select a bin location.

Payment Disbursements

Payment disbursement settings in an ERP system allow businesses to configure and control how they pay their vendors and other parties. These settings encompass a range of options, including defining payment methods, Payment references, Showing Additional Accounts for payment, Enabling bill payment in other currencies, etc.:

Require Payment Reference on Payment Disbursement: With this setting enabled, Versa will make the payment reference field on the new payment disbursement mandatory or optional
Require Unique Payment Reference on Payment Disbursement: Enable this setting to make the payment reference number unique for the payment disbursement. This means no 2 payment disbursements can have the same payment reference number
Include Manual Check (not against bills) on Payment Disbursement List: If the user does not want a manual check on the payment disbursement listing, this setting should be unchecked
Allow Payment of Bills in Any Currency: If the user wants to pay bills using a different currency from the bill currency, this setting needs to be enabled.
Show Expense Accounts for Payment Disbursement: In Versa, normally only cash accounts are shown for payments. Enabling this would list expense accounts for payment disbursements.

Payment Receipt

Versa Cloud ERP offer a range of customizable payment receipt settings to streamline and standardize the recording of incoming payments. These settings allow businesses to define receipt formats, numbering conventions, payment methods, and posting rules. They may also include options for automated receipt generation, allocation to specific invoices, and integration with other financial modules. Configuring these settings ensures accurate tracking of receivables, efficient cash flow management, and compliance with accounting regulations.

Require Payment Reference on Payment Receipt: This setting will enable the payment reference field to be required on the new Payment Receipt
A Credit Card must be Selected when the Payment Method of Credit Card is used (if credit card payment gateway is enabled): If a business has their own credit card gatewat enabled, a credit card must be chosen when the payment method of the credit card is selected in the payment receipt page.
Show Payment Receipt After Posting: With this enabled, Versa will show payment receipt after posting. Otherwise the page will default to the New Payment Page
Payment Reference on Payment Receipt Must Be Unique: This setting will require business to make the payment reference field unique on the New Payment Receipt
Show All GL Accounts For Payment Receipt: Enabling this will allow selection of all accounts when receiving a payment
Allow Undeposited Funds Accounts Only: Enabling this setting will default the funds will be defaulted to the Undeposited Funds Accounts only.
Show Parent Customers Only and Show Children's Invoices: On the Receive Payments page, include invoices for the parent customer and its children. Customers with parent customers are shown as the parent customer on the customer list.
Only Use the Following Accounts: This will enable users to choose from the list of accounts you want to allow to receive payments.
Include Reversed Payments in Payment Receipt Batch: This will keep the reversed payment in the batch after reversing and allow reversals to be assigned to different payment receipt batches
Default Accounts For Payment Methods: Specify the default account to use for each payment method. This is used in defaulting accounts in payment receipts and in the point of sale view

Pick List

These settings in an ERP system provide granular control over the "Pick, Pack, Ship" workflow, aiming to optimize warehouse operations and order fulfillment. They range from enabling the core picklist functionality and automating quantity defaults to streamlining the packing process and offering flexible sorting options for picklists. Furthermore, these settings enhance efficiency by allowing users to obtain shipping rates and generate labels directly from the picklist, while also providing crucial visibility into missing or short-shipped items. Options to manage order item allocation during picklist creation and deletion, along with the ability to view BOM and work order details, further contribute to a more integrated and efficient fulfillment process, especially for businesses managing complex product structures and high order volumes. Ultimately, these configurable settings allow businesses to tailor the "Pick, Pack, Ship" workflow to their specific warehouse layout and operational needs, improving speed, accuracy, and overall logistics management.

Enable Pick Pack Ship Workflow: Users need to enable this setting to allow usage of picklists to pick and ship inventoried products
Default Quantity To Pick/Pack On Screen: This setting sets the quantity to pick/pack on screen based on the quantity allocated to the picklist so it does not need to be entered
Skip Packing on Picklist: With this setting enabled, once a product is picked on the picklist, it is packed automatically.
Sort Picklist Items by: Once this setting is enabled, users can choose how they want the picklist to be sorted
Get Shipping Rates And Generate Labels On Picklist: This enables users to get carrier labels on the picklist page without having to go to the shipment page.
Show Order Items Not on Picklist or Short Items on Printed Picklist: On the printed picklist form, display a list if line items that are missing from the picklist or the picked quantity is smaller than the ship to quantity on the line.
Show Order Items Not on Picklist or Short Items on Picklist Page: On the picklist page, display a list of line items that are missing from the picklist or the picked quantity is smaller than the ship to quantity on the line.
Keep Order Item Allocation After Picklist Deletion: With this enabled, the allocation on order items will remain after picklist deletion
Automatically Allocate On Order When Creating Picklist On Order Page: When creating or updating a picklist from the sales order page, automatically allocate any line based on available quantities.
Skip Allocation Of Quantities On Picklist During Picklist Creation: When picklist is created, quantities on picklist are normally auto allocated. With this setting enabled, it will skip allocation, and the allocation will be done when the item is picked on the picklist.
Show BOM and Work Order Details on Picklist: If related orders contains work order, show options to complete build of word order on the picklist page.
Show Long Picklist Item With Scrolling: If a picklist contains many lines, show a scrollbar so the height of the picklist items area is fixed and you use the scrollbar to see more lines.

Price Policies

Versa Cloud ERP includes robust price policies features that allow businesses to automate and manage the selling and the purchase pricing strategies. These settings enable the configuration of various pricing rules, discounts, and markups based on factors.

Use Date Ranges for Price Policies: Enabling this will allow the user to enter the Valid from and Valid till date for the price policies
Kit Price is Calculated from Prices for Children: The Price for KIT products is taken from the prices of the children's products with this setting enabled
Inventory Costing Pricing Calculated Using Markup: The price based on Inventory cost us based on markups which is cost times (1+markup). If this off, it means pricing is based on margins which is cost divided by (1-margin).
Inventory Costing Pricing Decimals: When calculating price based on inventory cost, the decimal places to use for calculating price. This is also used to control prices calculated from margin or markup on the order/quote/invoice item forms.
Default Product Pricing Type: User can default the pricing type, to use when creating new products.

Products & Services

Show Quote History In Inventory Transaction History page: Once enabled, this setting will show quote history in the inventory product transaction history page
Show Custom Fields On Products In Inventory Transaction History Page: This setting will display custom fields on products on the inventory transaction history page
Allow Override of Restrict Sales Quantity in Multiple Of by Products: Quantity Multiple is set at the product category level. The Users can enable this setting to allow setting this at the product level and overriding the multiple settings if present at the product category.
Number of Buckets to Show on Advanced Inventory Adjustment Page: Users can List the number of inventory buckets you can adjust in FIFO mode on the advanced inventory adjustment page. The default value is 200

Product Identification Types

Users can Create and Edit Product Labels as per business operations

Product Label Setting

In Versa users can set up how they would want to have the product labels printed. In addition users can also specify which barcode value to print which can be used for scanner support and have a default barcode output.

Label Width(inch): Users can default the width of the product label in inches. Margin is 0.05 inch each on all 4 sides
Label Height(inch): Users can default the height of the product label in inches. Margin is 0.05 inch each on all 4 sides
Product Barcode Field: Users can specify which product identification to use a barcode value. This value is also used for scanner support.
Barcode Type: Users can choose what kind of barcode to output. Please note if your barcode is alphanumeric, users need to use CODE128

Projects

Show Enhanced Contractor View for Project: With this setting enabled, Versa will show project revenue and estimates based on dimensions assigned to quote items, order items and invoice items.

Purchase Order

Purchase order settings in Versa Cloud ERP provides the framework for how a business manages its purchasing. These settings allow for the following configuration:

Include Signature Lines on Purchase Orders: This setting will show the signature line on the purchase order form
Only Show Facility Addresses as Ship To Address: Once enabled, Versa will only show the addresses of your facility on the PO pages as available ship to address. Uncheck this if you want to do drop ship on your PO
Show Quantity Available on Purchase Order Item listing: When viewing a PO, showing the quantity on hand for inventoried products.
Make Internal Ref # Required: With this setting enabled, Internal Reference should be populated
Require Internal Ref # to Be Unique: This will require the internal reference to be unique
Set PO fully Received When Under or Over Receiving by Quantity Of: This setting will enable users to set the quantity difference threshold between quantity ordered in PO and quantity received in PO shipment receipts. If the difference is within the threshold, adjust the PO ordered quantity to make the PO fully received
Lock Purchase Order After Receiving: Only a small number of fields such as qty, delivery date, Ship Date, Project, Fixed Asset Link, Dimension tags can be edited after a PO line is received
Show Valid From And Till Date For Purchase Order: If a purchase order is to have a term limit, activating this setting to allow specification of the valid dates on purchase order page
Allow Multiple Facilities Be Selected For Purchase Order: Users can choose more than one facility as the ship to facility. Shipment can be made to any of the selected facilities.
Assign PO Items To Work Order If A PO item Is Linked To A Work Order?: If you have linked a PO line to a work order, choose allocate and commit to immediately committed to the work order when the PO line is received. Default is to not allocate or commit to work order when PO is received
Use Actual Cost Of Product in Work Order Assignment?: In average costing mode, use actual PO Cost in work order assigned when receiving a product on a purchase order item that is linked to a work order. Otherwise, the average cost of the product is used.
Show Custom Fields For Purchase Orders On Open Orders Page: This setting once enabled will show custom field values on the open purchase order page.
Email drop shipped PO automatically when a PO is created for 3rd party owned facilities: When a dropship PO is created for a Sales Order that ships from a facility associate to a supplier, email the PO to the supplier automatically when created

Purchase Order Items

Show Inventory Availability: When entering a Purchase Order items, Show open Sales order demand for the selected inventoried items
Show Inventory Levels: When entering the Purchase Order items, show both inventory levels for the selected inventoried item.
Link Purchase Order Items to Production Build: This setting will associate a purchase order to a production build so when the items on purchase orders are received, the cost of the items are included as cost of the production build.

Quotes

These quote settings in an ERP system offer a comprehensive way to tailor the quotation process to a business's specific needs. They enhance efficiency by enabling CSV uploads for lengthy quotes and automatically populating quote validity periods. To improve accuracy and provide essential information, the system can display inventory availability, cost and markup/margin details for price calculation, and the history of past quotes for a product. Furthermore, these settings facilitate workflow integration by allowing quotes to be linked to projects and by carrying over general comments and delivery dates upon conversion to sales orders. Finally, the system offers flexibility in managing delivery dates and allows users to choose between displaying markup or margin for price calculations.

Enable CSV Quote Item Uploads: With this setting enabled Versa will allow to update lengthy quotes in a spreadsheet format and then upload the sheet to update the quote.
Include Signature Lines on Quotes: When enabled, signature lines will appear at the bottom of the default quote
Require either lead time or estimated delivery date for quote items: This will enable the users will be required to update either the lead time or estimates delivery date for quote line items.
Show Inventory Availability Details: When entering quote items, this setting will show both the inventory levels and open sales order demand for the selected inventoried item.
Show Markup and Cost for Price Calculation: Enabling this setting will display the cost and Markup fields for price calculation on the quote item form. Choose one from Show markup and Cost for Price Calculation or Show Margin and Cost for Price Calculation
Show Margin and Cost for Price Calculation: Enabling the cost and margin filed for price calculation on quote item for. Choose one from Show Markup and Cost for Price Calculation or show margin and Cost for Price Calculation
Default Quote Validity Period (days): This is the number of days from the current date that will populate automatically in the quote header Valid through Date fields. User can set the dates as per their workflow requirement
Show # of Past Quote History: During entry of quote items, the history of a product is shown when a project is chosen. Users can choose the number of previous sales you want to be listed
Show Projects: Users will enable this to assign a quote to a project
Copy General Comments From Quote When Converting to Sales Order: When a sales quote is converted to sales order, copy the general comments field from the quote to the new sales order.
Set Delivery Date On Sales Order When Converting Quotes to Sales Order: When this setting is on, use the delivery date on quote to set delivery dates in orders if present. If delivery date is not present, use the lead time on the product to determine delivery dates on orders.

Quote Item Form

Show tax detail for each line item: If a quote line item has taxes, show the taxes for each line in the printed order. Tax totals are always showing at the bottom of the printed quote.

Sales Agent Access

Restrict Sales Agent Access to Only Allow Assigned Customers: This setting will restrict Sales Agents to view only Assigned Customers.
Sales Agent Cannot Alter Default Price: When enabled, Sales Agent users cannot change the default price on the order, quotes, and invoices.
Sales Agent Cannot Alter Adjustments on Transactions: This setting, when enabled, restricts the sales agent to add/remove or change/adjustments on the order, quotes, or Invoices
Use Additional Sales Agents On Transactions: If you require additional sales agents to be tracked on orders, quotes, and invoices.

Sales Orders

Sales Order (SO) settings in Versa Cloud ERP offer extensive customization options to tailor the entire sales process. These settings control the appearance of SO documents with signature lines and the display of product details and shipment information. Automation features streamline workflows by allowing conversion to Purchase Orders, automatic quantity allocation, and automated email confirmations and shipment notices. Address handling is enhanced with options to restrict ship-to addresses and validate US addresses. Financial aspects are managed through settings for accruing estimated freight charges and selecting specific freight accounts. Furthermore, the system allows for blind shipping, editing historical orders, online payments, and the application of credit limits. At the item level, users can configure inventory availability details, past sales history display, project linking, adjustments, substitute products, and mandatory ship/delivery dates, along with price calculation views and the ability to create work orders directly from SO lines. Finally, the system provides flexibility in selecting multiple shipping facilities and defaulting new orders to draft mode, ensuring a highly adaptable sales order management experience.

Include Signature Lines on Sales Orders: When enabled, signature lines will appear at the bottom of the default Sales Order
Allow Conversion of Sales Orders to Purchase Orders: This setting will display a button on the sales order view that provides for converting the sales order into a corresponding Purchase Order
Copy the Ship-to address from the Sales Order to the Purchase Order when converting: Enabling this setting will copy the ship-to address from the sales order to the new purchase order when a PO is converted from a sales order.
Only Show Customer's Shipping Addresses on New Sales Order: By default, a Sales Order can be assigned any Ship-to address in the database. That is, it can be shipped to ANY PARTY in the database. Enabling this option will constrain the set of address to those explicitly related to the Bill-To Customer.
Accrue Estimate Freight Charge on Sales Orders: In Versa enabling this setting will allow a user to track your estimated freight costs in an accrual account for reconciliation later. Enter the estimate freight charge on Sales Order. Freight will be added to new invoice as orders are shipped and invoices created from Shipments.
Freight Account To Use for Order Shipments: With this enabled, users can pick the account used for freight on invoices when an invoice is generated from order shipments that contain freight charges
Freight Expense Account: Users can pick the expense account used for freight when a freight bill is entered against an order shipment
Allow Blind Shipping: When a user enables this setting, it will display the customer on the sales order as the shipper to support blind shipping.
Allow Editing of Historical Orders: A user will enable this when they want to allow editing of historical sales orders.
Allow Customers to Pay for Sales Orders Online: With this setting enabled, a user can allow customers to pay for Sales Orders online.
Automatically Allocate Quantity on Sales Orders: Enabling this setting will deduct quantity on pending sales orders from the quantity available on products by automatically allocating quantity on Sales Orders. The quantity chosen is based on the facility selected in the order.
Show Valid From and Till Date for Sales Orders: If a Sales Order is to have a term limit, activate this setting to allow specification of the valid dates on the Sales Order Page
Do Not Look Up Price Automatically on Sales Orders: The system will not look up the price for a product based on quantity and product selection in Sales Orders. Price must be manually entered
Allow Multiple Facilities to be Selected for Sales Orders: A user can choose more than one facility as the ship-from facility. Shipment can be made from any of the selected facilities.
Put New Sales Orders In Draft Mode Automatically: This setting is enabled for users when they want to mark a new sales order as a draft. In addition, to this the user would need to mark the order as complete before further processing of the sales order.
Auto Email confirmation for Sales Orders: An auto email confirmation for Sales Orders can only be enabled if this setting Put New Sales Orders in Draft Mode Automatically by default is on.
Validate Address When Sales Order Is Marked Ready From Draft (USA Address Only): The system will Validate a US based address when Sales Order is marked as ready.
Auto Email shipment notice when the Sales Order is shipped: Versa will Auto email a shipment notice when the Sales Order is shipped.
Validate Ship To Address On Sales Orders (USA Address Only): With this enabled users can Verify Ship to address on Sales Order to ensure accuracy (USA Address only).
Show Product Details on Sales Order Listing Page: This will show the product details on the Sales Order listing page.
Show Shipment Information On Sales Order Listing Page: When this setting is enabled, the tracking numbers associate with Shipment Packages can be searched on Sales Order listing page, Shipment listing page and invoice listing page. Other details about shipment is also available.
Email Approved Supplier When Sales Order is Received: If you do dropship or need to forward the Sales Order to your supplier, check this setting, and the SO will be sent automatically to the supplier using the supplier's email address.
Show Shipping Preference: Enter Shipping preference details with the order.
Show Delivery Routes On Sales Orders and Invoices: This setting enables the user to show the route field to enter the route an order will be delivered.
Enforce Credit Limit on New Sales Order: When a new Sales Order line is added or updated, check if this will bring the customer over their credit limit. Shipment pending invoices, customer deposit balance, and current AR balance are used in the credit check.
Show Shipping Rate Option Sales Order: This setting will look up shipping rates for an order on the sales order page and add a shipping charge to the Sales Order
Advanced Order Status: With this setting enabled, Versa lets the user create their own sales order status and track orders through their own workflow.

Sales Order Item Form

Inventory Availability Details: When entering Sales Order Items, show both Inventory levels and open sales order demand for the selected inventoried products.
Show Inventory Level Details: When entering a Sales Order item, show inventory levels for the selected inventoried products.
Allow Assignment of Facility and Allocation by Facility at Order Item: By default, Sales Order is assigned a single facility from which all products are to be shipped. Enabling this option will allow you to designate the shipping facility for each line item on a Sales Order. This setting Shop only completely allocated orders setting must be disabled if this setting is enabled.
Show # of Past Sales Order History: During entry of Sales Order items, the sales history of a product is shown when a product is chosen. The user can choose the number of previous sales they want to be listed.
Only Show In-Stock Products for Sales Orders: Restrict to only showing in-stock products when creating a new sales order.
Show Link to Project: Enabling this will show the users an option to link orders to a project
Show Adjustment Fields: This setting will show the adjustment fields on a Sales Order
Show Substitute Products: This setting will show substitutes for a currently selected product.
Make ship date mandatory on Order Item: This setting will make the Ship Date mandatory.
Make delivery date mandatory on Order Item: This setting will make the Delivery Date mandatory.
Show Markup and Cost for Price Calculation: Enabling this would display the cost and Markup fields for price calculations on the Sales order item form.
Show Margin and Cost for Price Calculation: Enabling this would display the cost and margin fields for price calculation on the sales order item form.
Show Work Order Field: This setting will allow a user to create a Work Order for a Sales Order line.
Create Work Order for Product with BOM Automatically: When a BOM product is placed on a sales order, check the work order option to create a new work order.
Show Tax Detail for Each Line Item: If an order line item has taxes, show the tax for each line item in the printed order. Tax totals are always shown at the bottom of the printed order.

Scanner Support

These settings in an ERP system provide users with the ability to leverage barcodes for efficient product identification and scanning. The system allows users to designate a specific product field to serve as the barcode value, which is then used for quick product lookups via barcode scanners. Furthermore, users can select the desired barcode type, with options like CODE128 for alphanumeric representation. For convenient testing and setup, the system also offers a "Test Scan Button" to simulate scanning without requiring a physical scanner. These configurations enable businesses to streamline warehouse operations, point-of-sale processes, and inventory management through effective barcode utilization.

Product Barcode Field: With this enabled, users can specify which product identification to use as a barcode value. This value is used to look up a product when you scan a barcode.
Barcode Type: Versa enables users to select the kind of barcode to output. Choose CODE128 when the user wants the barcode to be alphanumeric.
Show Test Scan Button: This will show the users a Scan Button which will enable the user to test scanning without using a Scanner

Taxes

Enable Tax Codes: With this enabled allow assignment of combinations of taxes through a single grouping called a Tax Code. This will also allow the definition of any number of non-taxable reasons.
Allow Changing of Applied Taxes: During entry of items for Sales Orders, Purchase Orders, Nills or Invoices, allow users to change the taxes assigned per a tax Code to suit a particular transaction
Use Ship-To Party tax code: Choose the Tax Code for a Particular transaction based on the destination (i.e., Ship To Address) of the goods.
Default Tax Code: This will be preselected as the tax Code to be used when creating a new customer or a Supplier
Enable VAT Report Format: This will Report Transactions by Tax Names and also include non-taxable transactions
Collect Tax On Shipping Charges: Tax will be applied on Shipping Charges from Shipping Carriers based on Customer tax setup or Customer's ship-to location tax
Specify Tax Rate by Product: Tax rates depends on the Product and specify Tax Rates by product or by product category. If a product or product category-specific rate is not used. If not checked, tax rates are specified by the tax

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