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Note: If you are using Ascora outside Australia and Country is applicable, you can disable the box beside We don't use Country, please hide it and when you go to Administration → Company Details, you will already be able to enter your country name. To learn more about this, please access How to auto populate address search details based on location user guide. |
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Set Schedule Colours Only By Status - if this is enabled, all your jobs and quotes will be colour coded according to default status colours which is standard across Ascora.
If you enable disable this setting, you can colour code your job types jobs and you can do it in Administration → Jobs → Edit → Choose Custom Colour.
Below image shows the default Ascora colours for quote and job statuses in Scheduler area.
Customers
When you create a customer contactscontact, you need to assign a role and it is in this area where you can set a default role.
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To create a Customer Contact, go to Customers → access your customer details and click Contacts → New.
Supplies
Under Supplies, you have the option to show or hide unit of measurement, supplier part number, and images.
You can also select your default Write In Category.
Note: To add a Write In, go to Jobs, access one of your jobs → Supplies → and click on + Add Write In.
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It is in this area where you can enable the setting to have an approval for all purchase orders.
To learn more about combining Purchase Orders, please access How to Combine Purchase Orders user guide.
When Purchase Oder Approval Required is enabled, when you access your PO, you will see a button called Approve Purchase Order for granting in the Purchase Order screen which needs to be ticked to grant approval.
Service
This setting affects automatic job creation for service based ones.
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Under Tasks, you can select your default Task Filter as well as Default User Task Filter.
Nav Menu
Only Show Client Roster - when you enable this setting, all of the Scheduler Views such as Job Scheduler, Calendar, Job Whiteboard, and Map Scheduler are will be hidden except Client Roster.
Show User Tab On Main Menu - the default is you can see Users by going to Administration → Users by default but if you enable this setting, Users tab will become available in the Main tabs area located next to Map.
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The following image shows Users tab located beside Map after enabling the above settingsif we enabled the setting Show User Tab On Main Menu.
It also shows Roster instead of Scheduler beside Dashboard and this is how it looks like if we enable enabled the setting Only Show Client Roster.
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Retentions
This area allows you to use enable Retentions and when once enabled, you have a few default settings to configure.
Retentions Held - allows you to set the amount retained on each invoice and also set the maximum retention amount.
Tip: To learn more about Retentions, pleae please access Managing Retentions user guide.
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This is where you can enable Inventory Tracking and once enabled, you will see a few more options such as Stock Adjustments, Stock Transfers, Stock Take, and Stock Reorder when you access Inventory tab.
The following image shows the inventory options after enabling inventory tracking.
Equipment
This is also where you can enable Equipment Pass/Fail which impacts how you manage EquipmentsEquipment.
Tip:To learn more about Equipment, please access Equipment user guide.
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This is where you can change the default page size in Ascora whether you choose to increase or decrease the page view.
Supplier Invoicing
In this area, you have a lot of settings to enable or set as defaults when it comes to Supplier Invoice.
- Default Cost Recalculation Method - you can choose either to Maintain Markup, Maintain Job Sell Price, or Use Highest.
- Default Markup Value - you can set a percentage and this applies
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- to items that have no unique mark ups set up.
- Set Supplier Invoices As Expenses From Automatic Email Import - when you enable automatic supplier invoice import, you can enable this setting if you want all of your supplier invoices set up as Expenses. If this is not applicable in your business, disable this setting.
- If a Supplier Invoice Document is Imported Multiple Times - you can choose either to Do not create or update supplier invoice lines, duplicate current supplier invoice lines, or update existing supplier invoice lines or create new ones.
- Accept Imported Supplier Invoice - you can set it to Yes, or No, or Only if Job is Allocated.
- Receive Stock from Imported Supplier Invoices - enable this setting if you want to automatically receive stocks from imported supplier invoices otherwise, you can disable this setting and you can just manually receive stocks.
- Allocate Stock To - you can select to allocate to Default Location, Assigned Technician's Location, or Specified Location.
- Push Supplier Invoices To Xero - enable this if you want all of your supplier invoices to be pushed across to Xero automatically.
- Allocate number as Job or PO - when you
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- enabled automatic supplier invoice
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- import by email, this setting dictates how reference numbers are read and you can choose to either allocate numbers as Job or Purchase Order. This only works when the number has no prefix for Job or PO and there is no prefix set on system settings or both prefixes are set.
Note: This will be automatically adjusted to 'Job' if supplier invoices are being imported as expenses.
Quotes
This area allows you to set a few default settings for Quotes such as Quote validity and default quote template.
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You could also select your Default Job Pricing Method in this area whether you want it to be always Time And Materials or probably Stages, Fixed Price, Stages, or Sections.
Default Add New To Pre-existing Orders on Supplies on Jobs - you can enable this setting if you want to Add New Supply To Pre-existing Orders.
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