Informational: Configurations-Basics
This article will explain the Basics page under the settings for Configurations.
The information entered onto this page will appear on PDF’s generated within Zangerine, on sent emails to customers or vendors, and areas such as the footer of your website.
The PDF Logo section will place your chosen media onto any generated PDF documents.
Related Articles
Informational: Configurations- Orders/Quotes
This article will cover the Orders/Quotes tab under Configurations. Orders: Order Reminder Days: If you have a front-end website, this will remind customers to come back and finish check-out if they’ve left items in their cart. Decimal Points: This ...
Informational: Configurations-Customers
This article will describe the Customers tab under Configurations. You can create new tags by filling out the Title field, choosing a color, and clicking the green plus button. Make sure to save before leaving the page. These tags act as a way to ...
How to Use Quote Reminders
This article will show you how to use reminders for quotes you’ve created and sent to your customers. Click Settings. Click Configurations. You will be redirected to the Configurations screen. Click the Orders/Quotes tab. You will be redirected to ...
PO by Vendor (Basic) Report
This report will allow you to find key information about your Purchase orders by Vendor. The report will auto populate with a graph giving you a quick visual of your PO's by Vendor at a glance. Click "Reports". Click "Purchasing Reports". Click "PO ...
How to Create Custom Fields
Zangerine allows you to create custom fields within your database. This is one of Zangerine’s most powerful tools in customizing your database to fit your personal workflow needs. Once a custom field has been created they will appear within the ...