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To set up defaults, go to Administration → Defaults and this covers a few more areas from Location Settings to Scheduler Settings, and important key areas like job default settings, invoice default settings and Supplier Invoice settings.


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You also have the option to Show Latitude and Longitude on Site Address by ticking the corresponding box.



Note: If you are using Ascora outside Australia, 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.

Scheduler

Under Scheduler, you can set up your default start time and end time for jobs.

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In this area, you have a lot of settings to enable or set as defaults when it comes to Supplier Invoice.



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  1. Default Cost Recalculation Method - you can choose either to Maintain Markup, Maintain Job Sell Price, or Use Highest.
  2. Default Markup Value - you can set a percentage and this applies to items that have no unique mark ups set up.
  3. 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.
  4. 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.
  5. Accept Imported Supplier Invoice - you can set it to Yes, or No, or Only if Job is Allocated.
  6. 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.
  7. Allocate Stock To - you can select to allocate to Default Location, Assigned Technician's Location, or Specified Location.
  8. Push Supplier Invoices To Xero - enable this if you want all of your supplier invoices to be pushed across to Xero automatically.
  9. Allocate number as Job or PO - when you enabled automatic supplier invoice 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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