Job Preferences

Sam Murray

The Job Preferences page is found at Admin > Job Settings > Preferences and provides a number of options that govern how Jobs are run at a high level. It is split into a number of sections and mostly will remain unchanged unless there is a large change to one of your processes.


The Job Numbers section effects how Job Numbers are generated and displayed. Here you can toggle whether they are automatically generated or not, what information is automatically included within them and how Sub Jobs are created. Sub Jobs are only created when a catalogue Group Buy is used and are automatically generated based upon this setting.


The Job Summary section deals with settings around Job creation and at the Job Bag Summary screen. Here you can govern whether users must input a Finish Date for Jobs, whether Jobs are automatically visible to all users or not, whether Departments and Sites are included on the project, whether you are able to add Files directly from the overview, whether Files added generate notifications and whether you are able to create a new contact entry during the Job creation process or not.


The Sourcing options allows you to decide whether to display the Lead Time or not to the Client, the Job Statuses setting allows you designate whether the statuses are generic or linked to particular Queues and the Reports section allows you to limit the timeframe reported data is displayed from.


The Estimates sub-heading allows you to dictate whether Estimates contain the Client's Account Code and whether it can be edited, whether Sales Tax is applied to new Estimates by default, whether Clients see the Sales Tax on Estimates, whether a user must be signed up for a Mtivity account to view Estimates sent to them, the label for secondary recipients.

You can also edit whether a delivery date is required and whether it is on an item by item basis, whether a delivery address is required, whether the Client Order Reference is editable by managers and whether to show pricing on a per unit basis.


Under the Purchase Orders section, you can select whether to show the Supplier Account Code, whether to allow Suppliers to submit invoices via Purchase Orders, whether they must upload a Shipping file, whether the Delivery Date must be provided and whether it applies at an item level, whether the Delivery Address is mandatory and whether to warn a supplier if they have entered a quantity higher than the number on the Purchase Order at the Shipping stage.


Finally, the Bills section allows you to manage whether to display quantities ordered or a broken down cost per unit.

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