Site Setup

Modified on Mon, 26 Jul 2021 at 01:57 PM

  1. Click Configuration 

  2. Click Site 

  3. Enter Name and Timezone

  4. Some of the terms on the options are listed below :

Auto-Purchasing (AP) Prefix

Enter a value to be placed at the beginning of the auto-generated Purchase Request number; the default value is an R when no value is defined

NOTE: Contact SOMAX Support if a value other than an R is desired for Purchase Requests generated by the nightly auto-generation process

Auto-Purchasing (AP) Creator

Value used by the nightly auto-generation process as the creator of the generated requests

Include in Auto-Purchasing

When checked, this site will be included in the nightly Purchase Request auto-generation process

Use Process System Tree

Check this box to display the equipment in a tree using the defined Process and System. Leave un-checked to display the equipment in a tree using the parent/child relationships

Print

Select the default label to use when printing part labels


Logo:
  1. Click Logo on the left side 

  2. You can either click on the rectangle to upload a file, or drag and drop. If you choose to upload, make sure it is in jpg or gif format. 

  3. Click the arrow to save 


Bill/Ship To:
  1. Click either Bill to or Ship to on the left side 

  2. Fill out the address details

  3. Click Save


Asset Groups:
  1. Click either Asset group 1, asset group 2, or asset group 3 

  2. Click Add Asset Group if there is no other listed; if there is, click the plus

  3. Fill out the details

  4. Click Save

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