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Zenventory provides the ability to customize many functions to better fit your work flow. To review and adjust the basic system settings, navigate to the Admin tab and click "System".
Basic Settings Variables
PO Prefix: Adds a specified text or numeric prefix to purchase order numbers.
PO Number Length: Formats the auto-generated PO number to fit a certain number of characters (for example, order #23 with a required PO number length of "4" would result in that order being designated "0023").
CO Prefix: Adds a specified text or numeric prefix to customer order numbers.
CO Number Length: Formats the auto-generated CO number to fit a certain number of characters.
GS1 Company Prefix: Used to generate Bill of Lading numbers where applicable.
Staged Delivery: Should Items be marked as Put Away as soon as they are received, or is there a staging location where Items will be placed prior to putting away? If Staged Delivery is not checked, Items will be put away to their default locations automatically.
Specify Put Away: Should the Put Away Location of Items be selected during the Receiving process? If checked, this will override the Staged Delivery setting.
Move inventory and confirm in one step: Should Items be automatically confirmed as moved to their target location when a move is requested? Otherwise, movements will require confirmation at their target location.
Allow incomplete/partial shipping of orders: Allows you to allocate available stock and ship a partially filled order in our in-app shipping module. You may return and allocate additional items to complete the order in a separate shipment as new stock arrives. NOTE: This will not affect the behavior of orders being sent up to a connected Shipping software integration such as Shipstation. Only fully picked orders are sent to those integrations.
Support 3PL: Enables 3PL features for client management and assigning individualized inventories.
Own Inventory: When 3PL is enabled, this setting allows the master account to own inventory separate from the 3PL Clients.
Support Quick Issue: Allow quantities of products to be dispatched from inventory on demand without being associated to a specific order or transfer request.
Auto Allocation (All Orders): When a customer order is received, stock is immediately earmarked for the order. If not checked, item allocation will be a separate step in the process to be completed by a user.
Auto Allocation (Only 100% Fulfillable Orders): If enabled, orders that cannot be 100% fulfilled will remain unallocated in full, keeping inventory free for orders that can ship in full immediately.
Show Auto Allocation Warnings: If enabled, upon the next login, a user will be shown a list of any order that failed auto allocation since the last login.
Set Allocation Priority: You can choose the order of priority between lot numbers, location names, expiration dates, and First in, first out (FIFO) based on the date stock was received.
Auto Pick Allocated Orders: When items are allocated to an order (either manually or automatically), the appropriate stock quantity is immediately marked as "Picked" and decremented from inventory, and the order is progressed to the "Ready to Ship" status. If not checked, item picking will be a separate step in the process to be completed by a user.
Auto Pick Printed Customer Orders: Same effect as above, but in reference only to orders that have had a pick list generated and sent to the printer.
Allow orders to be allocated from other warehouses: Stock in warehouses other than the default may be allocated to fulfill orders.
If primary warehouse cannot fully allocate, fully allocate from a single secondary warehouse that can: This requires "Auto Allocation (Only 100% Fulfillable Orders)" and "Allow orders to be allocated from other warehouses" settings being enabled. Allows the system to choose the ship from warehouse during order import based on which warehouse can fully allocate the order. If no warehouse can fully allocate the order, then the Ship From warehouse attached to the integration will remain with the order unless manually changed.
Allow Clients to edit/cancel orders after picked: If disabled, prevents a client user from editing or cancelling an order when it has already been picked either manually within the interface or via connected Ecommerce integration. (If line item edits are allowed in the Ecommerce integration settings, then this will not over ride that setting). Requires the 3PL subscription type.
Allow breaking down Client charges by order/receipt: Default setting is enabled; If disabled, each charge type will show separately in reporting rather than merged.
Inventory expiring soon alert threshold (Days): Determines how far in advance an alert is sent when items are approaching their expiration date.
Inactivity Timer: sets the default logoff timer due to inactivity.
Time Zone: Select the main location time zone by Geographic Location/City. e.g. America/Phoenix
Picking Mode Options: Toggles between order based picking and group based picking (items/wave based).
One to One Pick Scanning: When enabled, each scan with a barcode scanner will simply increment a running total by 1.
Include Inventory Count in Location Tree: This will display the item quantity per location in each warehouse in a number of different locations within the interface.
Direct Printing Method: Toggle between Java Applet or External Location
Disable Direct Printing: Toggle direct printing on or off.
Shipment Uses Scale: Toggle on or off whether your shipping operation uses a scale during the shipping process.
Include inbound quantity in the sellable quantity- Toggle on or off when you would like the Inbound quantities from open POs or Transfers to be included in the system's "Sellable" quantity calculation This will also cause inbound amounts to be included in the update sent to connected marketplaces wherever inventory sync is enabled.