Set Up Application Parameters (1211 )

Parameter Name

Notes

ACCEPT_EARLY_DEL

Choose which 'default' is to be presented to the operator when creating a new sales order, choose from 'No Default' which forces the operator to select time. 'Default to No' indicating the standard sale will not accept an early delivery or 'Default to Yes’ indicating the desire is to deliver all sales as quickly as possible. Defaults can be changed at time of raising (or amending) the order. The purpose of this field is to ascertain if the customer will take / the retail will accommodate an early delivery of either an order line or the whole order.

ACCEPT_PART_DEL

Choose which 'default' is to be presented to the operator when creating a new sales order, choose from 'No Default' which forces the operator to select time. 'Default to No' indicating the standard sale will not be part delivered to customer or 'Default to Yes’ indicating the goods on the order can be delivered in part to the customer. Defaults can be changed at time of raising (or amending) the order. The purpose of this field is to ascertain if the customer will accept / the retail will accommodate a part delivery of either an order line or the whole order - Part deliveries may result in multiple deliveries to the customer and therefore increase costs assigned with the sale.

ACCOUNT_CR_EXPORT_NUMBER

System Parameter - DO NOT CHANGE

ACCOUNT_INV_EXPORT_NUMBER

System Parameter - DO NOT CHANGE

ACCOUNTS_CUSTOMER

If using Sage MMS / 200, you must specify a customer account code for use as the sales ledger control account.  

ACCOUNTS_DATA_PATH

Specify the folder path used by your accounting system for data transfer.  Example - –: \Program Files\Sage\Accounts\ACDATA

ACCOUNTS_IFC

Which accounts package is SwanFRS linked to.  Choose from Exchequer, TAS, Sage Line 50, Sage Line 100, Import only, Megabite, Sage MMS, SAP, RAS, RMS, QuickBooks, Xero

ACCOUNTS_MISC_EXPORT_1

Used to instruct the Accounts Interface program to export data to a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_EXPORT_2

Used to instruct the Accounts Interface program to export data to a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_EXPORT_3

Used to instruct the Accounts Interface program to export data to a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_EXPORT_4

Used to instruct the Accounts Interface program to export data to a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_EXPORT_5

Used to instruct the Accounts Interface program to export data to a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_IMPORT_1

Used to instruct the Accounts Interface program to import a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_IMPORT_2

Used to instruct the Accounts Interface program to import a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_IMPORT_3

Used to instruct the Accounts Interface program to import a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_IMPORT_4

Used to instruct the Accounts Interface program to import a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_MISC_IMPORT_5

Used to instruct the Accounts Interface program to import a csv file - Swan will advise if and when this field should be used.

ACCOUNTS_NON_VAT

If using Sage 50, set the code for non-vatable transactions (such as stock transfers). The setting MUST match that specified within your accounts system. In the range 0 to 99.

ACCOUNTS_QB_CUSTOMER

If using QuickBooks desktop, specify the default customer for A/R transactions.

ACCOUNTS_QB_DELIMITER

If using QuickBooks desktop, specify the delimiter for the IIF files.

ACCOUNTS_QB_DETAILED_MODE

If using QuickBooks desktop, specify if detailed mode is to be used for the IIF files.

ACCOUNTS_QB_INV_DATE

If using QuickBooks desktop, specify the date to use for purchase invoices for the iif files.  Choose with the Posting date or the invoice date

ACCOUNTS_QB_POST_SUBSIDY_TYPE

When using QuickBooks desktop specify whether the subsidy code account will write as a debit or a credit.

ACCOUNTS_SOURCE

if using Sage MMS / 200, it is necessary to set a source reference which is used to identify the source of the transaction. (This may be any value in the range 16 to 90)

ACCOUNTS_TAX_AUTHORITY

When using QuickBooks, specify the name of the Tax Authority which is needed when sending iif files to QBs. 

ACCOUNTS_USER

If using Sage MMS/ 200, this field must be set to a known user code within Sage.  This code is used when posting data and must be a value in the range 1 to 99.

ACCRUE_DISCOUNTS

Tick to allow multiple discounts to be recorded and tracked against the sales order line.  Leave unticked for single discount tracking.  Stacked discounts are cumulative, single discounts replace any previously allocated discounts

ADDRESS_VERIFICATION

Specify which form of address verification is in use.  Choose from None, QAS, Verazip, Postcode Anywhere, Loqate and Fetchify

ADVANCED_DISPLAY_TICKETS

Tick to turn on advanced display ticking otherwise use the standard single format output option. Advanced ticketing is a feature allowing multiple tickets to be selected from a single selection.   This feature is seldom used due to a change in the way SwanFRS allows goods from different classes to share ticket designs

ADVANCED_SO_SEARCH_MODE

When using the Find Sales orders, the screen can show a simplified search engine with advance features on a second page or a single page showing all search criteria.   Choose 'Extended' to have all features on a single page or 'Split' to show search criteria over two pages. (Access to additional search criteria when using the Split options has a user privilege override).

ALLOW_DEALLOCATE_RECEIVED_FINANCE

Tick if finance payments logged against one order can be reallocated to another order from the same customer.  Untick to block this.

ALLOW_DUPLICATE_PAD_REF

Tick if the system will allow the same manually entered pad number or untick if a different pad reference is required (wherever used) will be forced.

ALLOW_PAGING

Controls whether lists are displayed as a long scrollable list or a number of pages that can be navigated forwards and backwards.  Ticking presents search results as a series of pages, unticking presents a single list with a vertical scroll which may result in the column heading being lost as you scroll down the page.   Pages returns quicker results as data is only pulled for the one page at once.

ALLOW_UNALLOCATED_FINANCE

Tick if you wish to allow a single finance agreement to be linked to more than one sales order. Untick to force a separate agreement per sales order. 

ALLOW_UNRESERVE_WHEN_SCHEDULED

Tick if the system will allow goods already scheduled (but not loaded) to be to be reserved or unreserved or swapped.

ALWAYS_SHOW_STOCK_ON_DEL

Tick if the Delivery note audit is to show stock/inventory numbers - Unticking omits the stock number from the print.  Ticking overrides the CONSOLIDATE_DEL setting.

ALWAYS_SHOW_STOCK_ON_GRN

Tick if the Goods receipt note is to show stock/inventory numbers - Unticking omits the stock number from the print.  This feature overrides the CONSOLIDATE_GRN parameter.

ALWAYS_SHOW_STOCK_ON_IN

Tick if the Invoice note is to show stock/inventory number.  - Unticking omits the stock number form the print. Ticking overrides the CONSOLIDATE_IN parameter setting.  This parameter doesn't influence the Proforma invoice which is driven by Sales Order Acknowledgement settings.

ALWAYS_SHOW_STOCK_ON_IO

Tick if the Internal order note is to show stock/inventory number - Unticking omits the stock number from the print.  This feature overrides the CONSOLIDATE_IO parameter.

ALWAYS_SHOW_STOCK_ON_PO

Tick if the Purchase order is to show stock/inventory number - Unticking omits the stock number from the print.  This feature overrides the CONSOLIDATE_PO parameter.

ALWAYS_SHOW_STOCK_ON_SO

Tick if the Sales order is to show stock/inventory number- Unticking omits the stock number from the print.  This feature overrides the CONSOLIDATE_SO parameter.

AMEND_ACK_COST_AFTER_GRN

Tick to allow payments recorded within SwanFRS to be amended. Unticking stops this option.

ANCILLARY_DESCRIPTION_1

This field holds a name used to collate ancillary costs.  Which once defined turns on the pre / post GRN cost management of goods and services within SwanFRS.   Ancillary costs are used to ensure the total cost of goods and services are accurate and allow multiple invoices to be processed against a single item. E.g. Transfer

ANCILLARY_DESCRIPTION_2

This field holds a name used to collate ancillary costs.  Which once defined turns on the pre / post GRN cost management of goods and services within SwanFRS.   Ancillary costs are used to ensure the total cost of goods and services are accurate and allow multiple invoices to be processed against a single item. E.g. Shipping

ANCILLARY_DESCRIPTION_3

This field holds a name used to collate ancillary costs.  Which once defined turns on the pre / post GRN cost management of goods and services within SwanFRS.   Ancillary costs are used to ensure the total cost of goods and services are accurate and allow multiple invoices to be processed against a single item. E.g. Duty

ANCILLARY_DESCRIPTION_4

This field holds a name used to collate ancillary costs.  Which once defined turns on the pre / post GRN cost management of goods and services within SwanFRS.   Ancillary costs are used to ensure the total cost of goods and services are accurate and allow multiple invoices to be processed against a single item. E.g. Labour

ANCILLARY_DESCRIPTION_5

This field holds a name used to collate ancillary costs.  Which once defined turns on the pre / post GRN cost management of goods and services within SwanFRS.   Ancillary costs are used to ensure the total cost of goods and services are accurate and allow multiple invoices to be processed against a single item. E.g. Other

APS_PATH

Specify the path to the data files on the APS till server.  Example -  C:\Program Files\APS\Till\APSDATA

APS_SPECIAL_ACCESSORY

Holds a stock detail ID and is used to identify special accessory products that are labelled with a stock ID rather than an item ID. This field is for use with APS tills only and guidance should be sought prior to changing this field. 

AUDIT_DATA_DAYS

This feature is not currently used.

AUTO_GEN_TRANSFERS

Tick to instruct SwanFRS to automatically add goods with 'onwards ship' destinations purchased on internal orders, on to a transfer note.  Unticking switches off this feature.

AUTO_PO

Tick to instruct SwanFRS to ask the operator is a purchase order is to be created as soon as the sales order has been approved.  This prompt appears each time a sales order is accepted (for example once the amendment has been completed) and there are goods on the order that are on-demand.   This process creates but does not send the purchase order to the supplier.  Unticking tells SwanFRS all demand items are to be reviewed before purchase orders are raised.

BALANCE_INC_FINANCE

Tick indicates unreceived finance should be included in the customer balance due shown.  Unticking indicates show only the balance the customer is expected to settle should be shown.

BLOCK_BLANK_OPTION_ANSWER

Ticking instructs the system to omit option choices with a blank or empty choice from screen and on the printout.   Hiding questions without a response makes option lists shorter when viewing the defined product.   It does not affect the process of defining the option.  This option should be used with care as it can hide useful information.  Unticking tells SwanFRS to show all option and choice combinations irrespective of the choice. 

BLOCK_OPTION_ANSWER

when set, SwanFRS will omit any question-answer combination where the answer or choice matches the text set in this parameter.   This can be used to hide 'Not required' or 'N/A' answers thus making the option list shorter when viewing the product.   It does not affect the process of defining the option.   This option should be used with care as it can hide useful information. Leaving this field blank effectively turns off this feature.

BLOCK_PRINT_ZERO_PO

Tick of purchase orders with one or more zero costed item are to be blocked from being printed.   The print feature does not change the status of the purchase order and therefore this option simply stops an 'output' being generated until the cost of the item(s) has been set.   Unticking allows printing of the purchase order irrespective of whether an item or items is zero costed.

BLOCK_SEND_ZERO_PO

Tick of purchase orders with one or more zero costed item are to be blocked from being 'sent' to the supplier / vendor.   The 'Send' feature changes the status of the purchase order to 'issued to supplier' and therefore this option may be used to ensure the items on the order are fully costed before issued to the supplier.   Unticking allows printing of the purchase order irrespective of whether an item or items is zero costed.  The purchase order cost can be amended (subject to permission) once the purchase order has been created.

BLOCK_SWAP_STOCK

This parameter control how SwanFRS will control the swapping of one stock item on a sales order for an identical item (but with a different stock ID).  Choose from 'Never' - No swapping is allowed, 'Order Has Payment' - Swapping of stock is possible up to the point a payment (deposit) has been made against the sales order at which point stock cannot be swapped, or 'Order Accepted' - this option locks the stock selected to the sales order as soon as the order is accepted (the status badge turns green).   Once accepted no swapping of stock is possible.

BOOKIN_BAND_1

In Booking Diary Search, show days with a combined processing time (as a percentage of the maximum guideline amount) at or below this level with a GREEN background. Above this level, but below the minimum level for the BOOKIN_BAND_2 parameter a YELLOW background is shown.  This is a percentage value in the range 0 to 100.

BOOKIN_BAND_2

In Booking Diary Search, show days with a combined processing time (as a percentage of the maximum guideline amount) at or above this level with a RED background. Below this level, but above the maximum level for a GREEN background, show a YELLOW background dependent upon the percentage set in BOOKIN_BAND_1.

CAN_OVERRIDE_TAX_RATE

Ticking allows the operator to choose the rate of tax to be charged for an item or service being added to the sales order.   This is useful if selling orthopaedic chairs for example where tax is due unless the customer is registered disabled.  (The sales order acknowledgement will produce the disability statement if desired).  Allowing the operator to change tax rate can be protected by using USE_AUTHORISATION_OVERRIDE features.   Unticking locks the rate of tax charged to that set against the product, product location or product group.

CAN_SELL_TRN_STK

Ticking instructs SwanFRS that free-to-sell stock which is being transferred between locations is available for sale.  i.e. the salesperson can select stock whilst its being transferred.   Unticking 'hides' stock which is between locations from the salesperson i.e. they can only see stock in specific locations and sell from this.   This control is also used in automatic stock allocation routines.  

CASH_ADJUSTMENT_NOM_2

This field is used as a contra account for the CashAdjustmentAccount (where not set the Sales Ledger Control Account is used). This field is used when there is a variance between the calculated 'cash' value in Cash Reconciliation and the declared value.

CASH_REC_EMAIL_DEFAULT

Tick if the email cash receipt checkbox should be ticked by default when processing a secondary payment for a customer with an email address.   Untick to make this feature manual i.e. the operator must tick the checkbox to email the receipt to the customer (subject to the customer having an email address).

CASH_REC_EMAIL_TEXT

When emailing cash receipts to the customer, specify the body text of the email here.

Cash_Receipt_Copies

Define how many copies of the cash receipt slip are to be generated (1 or 2 copies).

CASH_RECEIPT_MESSAGE

Specify any narrative to show at the bottom of the cash receipt print.

CashAdjustmentAccount

This is the account used to hold variances identified when running the cash reconciliation (end of day process). This account is written to if there is a difference between the sum of cash calculated by SwanFRS and that declared. 

CAT_SEARCH_PAGE_SIZE

Specify the number of SKUs to show on the catalogue search page. Choose from 5, 10, 15, 20, 25, 50 or 100.

CAT_SEARCH_PRODUCT_GROUP

Tick to allow searching by selected product group.  Unticking turns the product group pick list display off when displaying the search catalogue page.

CATALOGUE_PATH

Specify the folder in which XML catalogues will be placed prior to loading into SwanFRS (via Import Catalogues - The path is displayed on screen in this program to aid identification) Example – x:\Fileshare\XML\

CATALOGUE_PICTURES

Specify where SwanFRS is to look for the primary image for a product.  Choose from None, Feature1, Feature2, Feature3 or Image URL.    If using the Swan Product Creator spreadsheet select Image URL

CATALOGUE_PICTURES_PATH

Set to specify a folder path where catalogue pictures will be stored.  It is recommended that this be via a file share to allow those using the Swan product creator spreadsheet to see and maintain the actual images assigned to products and option choices.  This usually the pictures folder.  Example x:\Fileshare\Pictures\

CATALOGUE_SEARCH_DEFAULT

Choose how the catalogue search routine is to load, selecting 'Detailed Search' shows each searchable field separately allowing the operator to select how the search will act.  Selecting 'Quick Search' presents a single search text box in which any search string may be entered.  SwanFRS then searches for matches using a predetermined search order.

CATALOGUE_THUMB_SIZE

Specify the image size to be used when showing the thumbnail to screen.  Smaller values produce a smaller image, but this can result in quicker load times, larger images reduce the number of items visible on the page and increase load times. It is recommended a value of around 50 is used bearing in mind the operator may click on the image when displayed to see a larger rendering.   This does not affect the thumbnail image size produced on printed audits.

CHANGE_SALESPERSON_MODE

Select the privilege or combination of privileges required to change salesperson when creating or amending sales orders.  Choose from 'SO_BACK_OFFICE' which allows changes by staff with admin / back-office privileges, 'CHANGE_SALESPERSON' allows only the original salesperson to make a change, 'Both' allows either the original sales order (salesperson 1) or salesperson 2 to make changes. Choosing ‘‘effectively turns off the restrictions.  When protecting sales order header data from change consider unchecking the SO_AUTO_SAVE_HEADER parameter - in this mode the operator needs permission to change any aspect of the sales order header thus further protecting the data held from unapproved / inadvertent change.

CHECK_CASH_REC_COMPLETED

This control can be used to warn an operator if there are 'customer payments' in the system which were generated at an earlier date.  If SwanFRS detects there are payments which should have been cash reconciled yesterday (or earlier) a warning can be issued to the operator to encourage them to complete the Cash Reconciliation. There are three options, 'No' turns the feature off - i.e. no warnings if payments were not reconciled at the end of yesterday, ‘Warn' generates a warning message to the operator when they attempt to make a payment in the system if there are payments for earlier days awaiting reconciliation.   'Block' stops the entry of new payments until the cash reconciliation has been completed for historic transactions. (There is a user override privilege available when blocking payments.) 

CHECK_UNCONFIRMED_DELIVERIES

SwanFRS can be configured to produce a warning message on login if there are deliveries for previous days awaiting confirmation.   The choices are 'No; - Turn this feature off, 'Ordering Branch' - produce a warning if there are outstanding deliveries in the system for sales orders linked the operator’s location. 'Delivery Branch' - product a warning if there are outstanding delivery runs for the operator’s processing location.  'Both' - produce a warning if there are outstanding deliveries (either ordering or delivery location) linked to the operator's processing location. (An override privilege available)

COMMISSION_HOLD_DAYS

The number of days commission is to be held when an employee leaves the company 

COMMISSION_PAY_LEAVER_DAYS

The number of days commission is to accrue after an employee leaves the company.  Deliveries made within the specified number of days will accrue commission for the leaver after this time no commission will be calculated.  

COMMISSION_RUN_TYPE

Specify the commission reporting protocol.   Choose from report mode only or report and statement. The latter requires additional processing and requires authorisation before payments are reported upon

COMMISSION_SPLIT

When using the original version of SwanFRS commissions, commission payments can be split between primary and secondary salesperson - Set the percentage of the commission due to the secondary salesperson.  For example, 40 gives 60% to the primary salesperson and 40% to the secondary salesperson (where there is a secondary salesperson).   Setting to 0 effectively pays commission generated solely to the primary salesperson.

COMPANY_NEWS_ON_MENU

SwanFRS can display a message to all operators on the main home page referred to as Company News.  Tick to turn this feature on or untick to turn off.

COMPANY_NEWS_TITLE

Used in partnership with COMPANY_NEWS_ON_MENU, when ticked specify the 'title' you wish to give to this feature. 

Company_Number

Key documents in SwanFRS print your registered company number on them.  This field has a maximum of 255 characters however it should only be used to hold the company number - For Example 'Registered Company Number XXXXXXXXX' 

Company_Registered_Office1

Key documents show the registered company address (which may be different to the trading address.  This address is shown at the foot of external facing documents and has a maximum of 255 characters.  For example – Registered office: Main Street, Newtown.

Company_Registered_Office2

Key documents show the registered company address (which may be different to the trading address.  This address is shown at the foot of external facing documents and has a maximum of 255 characters. This field offers a second line of address if required.  For example – Post Town, County, Postcode

COMPANY_SPECIFIC_CUSTOMERS

when operating with multi-companies, it is possible to have company specific customers.  If company specific customers are required choose the 'Company' option, if operating with a single company or customers are general (visible across all companies) select the 'System' option.

Company_VAT_Registration

Key documents show the corporate VAT registration number.   This field is designed to hold this information and is shown on sales and invoice documents for example.   it is recommended the field be constructed similar to this example – VAT Reg. No. 289 559 583

Consolidate_DEL

Tick if the Delivery note audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print   Unticking creates a line for each item.

Consolidate_GRN

Tick if the Goods receipt note audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print. Unticking creates a line for each item.

Consolidate_IN

Tick if the Sales Invoice is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print Unticking creates a line for each item.

Consolidate_IO

Tick if the Internal order audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print. Unticking creates a line for each item.

Consolidate_PK

Tick if the Picking note audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print however for picking notes it is important to see the detail therefore the recommended choice here is not to consolidate. Unticking creates a line for each item.

Consolidate_PO

Tick if the Purchase order audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print. Unticking creates a line for each item.

Consolidate_SO

Tick if the Sales order audit is to have like lines consolidated. Consolidating shows 1 line per SKU+option combination and therefore reduces the size of the print. Unticking creates a line for each item.

CONTAINER_CUSTOMS_DAYS

Specify the number of days it takes to clear customs when importing a foreign container.   This is used as a default when creating the container.

CONTAINER_TRANSFER_DAYS

Specify the number of days it takes to move goods once the container is opened to a 'final destination' location.   This field is used as a default when creating a container and may be changed as appropriate.

COST_ADJUSTMENT

This account code is used to hold manually processed cost price adjustments - This occurs when the cost of goods is amended outside of invoice matching / ancillary invoicing.   Miscellaneous or adhoc cost price changes, once confirmed write the cost price movement to this specified account.

CRYSTAL_SERVER

This field holds the server’s name hosting the crystal application.

CRYSTAL_VERSION

This field hold the version of crystal in operation

CSV_PARSER

Specifies which CSV File Parser is used when importing data. If not set, then the application will default to the Microsoft.Jet.OLEDB provider  - Please check with Swan before changing this field.

CUBIC_UOM

Choose the unit of measure used for widths and lengths in SwanFRS.   The choice is 'Imperial' (feet and inches) or 'Metric' (metres and millimetres).

CUST_ACCEPT_EMAIL

This field relates to marketing emails only - This field is used as the default setting for NEW customers - where ticked the default for new customers is that they will accept marketing literature via email (where an email address is collected).  Marketing preferences are separate to order communication preferences.

CUST_ACCEPT_POST

This field relates to marketing via postal channels only - This field is used as the default setting for NEW customers - where ticked the default for new customers is that they will accept marketing literature delivered by postal means. Marketing preferences are separate to order communication preferences.

CUST_ACCEPT_TEL

This field relates to telemarketing only - This field is used as the default setting for NEW customers - where ticked the default for new customers is that they will accept marketing phone calls.  Marketing preferences are separate to order communication preferences.

CUST_FORCE_PHONE_NUMBER_CHECK

Ticking turn on the phone number consistency checking.   When a phone number (landline or mobile) is entered SwanFRS checks against a preset format (dependent upon the country of operation) ensuring the correct number of digits and standard recognised format has been adhered to.  Warnings are produced if the number entered doesn't match that expected.   Unticking turns off this feature.

CUSTOMER_ADDRESS_COMPANY_NAME

Tick if you wish to record a company name for a customer record, Unticking sets this field to the House Number.

CUSTOMER_ALERTER_RUN_ASYNCHRONOUSLY

Used in partnership with IS_CUSTOMER_ALERTER_SYSTEM_ENABLED, this parameter tells the system to check for alerts 'in the background' automatically issuing alerts when appropriate.

CUSTOMER_CHECK_DUPES

Check for duplicate customer names and warn users.

CUSTOMER_CHECK_EMAIL_DUPES

Check for duplicate customer email addresses and warn users.

CUSTOMER_CHECK_US_TELEPHONE

Tick if SwanFRS is to force a 3-3-4 telephone number format when entering customer details.  Unticking turns off this check.  This feature is primarily for the US market.

CUSTOMER_FIRST_NAME

Ticking instructs SwanFRS to offer a larger 'initials' field allowing full customer first names to be entered as opposed to initials. 

CUSTOMER_NUMBER_MAX

SwanFRS offers the option of specifying a range of 'reserved' customer numbers, this number range can be used for membership accounts allocated to customers as they sign up to a bonus scheme for example.   Where required this field should be set to the Last (maximum) 'reserved' account number.   

CUSTOMER_NUMBER_MIN

SwanFRS offers the option of specifying a range of 'reserved' customer numbers, this number range can be used for membership accounts allocated to customers as they sign up to a bonus scheme for example.   Where required this field should be set to the first (minimum) 'reserved' account number.   

CUSTOMER_SEARCH_FOCUS

When searching for customers, SwanFRS can be set to 'focus' on a key entry field.  Setting this field allows the operator to quickly enter search text without needing to re-focus the cursor thus reducing the time and key clicks required to find a customer.   The fields SwanFRS can focus on are Surname, Postcode, Address, telephone, sales order number, service call number, customer ID or email address.  Focussing on a field does not prohibit the operator selecting another field to key text into, it simply places the cursor in, for example the email field, should this be the most commonly element of the customer account searched for.

CUSTOMER_SEARCH_RESULTS

Specify the number of records the Find Customer search will report back - For example if set to 20, and the system finds 200 matches for a search only the first 20 matches found will be displayed to screen.  The results list can be in the range 1 to 100.  The smaller the number the quicker the response and the less information presented to the operator.   This is a user privilege allowing empowered users to bypass this control which is useful when a larger customer search result list is needed.  The default setting is 50

CUSTOMER_SUMMARY_VIEW

When viewing the customer summary page, the system will default to one of the following pages - service, sales order, deliveries, accounts or payments.  Other pages (tabs) are available when clicked, this option simply presents the chosen display first.

CUSTOMERID_LEGEND

Specify the legend/name to be used when referencing the SwanFRS 'customer' number.  The default is customer account: Customer Account: 

CYGNUS_DESCRIPTION

Not Currently used.

DEFAULT_CONFIRM_DEL_DATE

Specify which date should be used when confirming delivery of goods/services to the customer.   Choose from date scheduled (the date the goods were despatched which may not be the date they were confirmed as delivered.) or current date (the actual date the goods were confirmed as delivered.).

DEFAULT_ERROR_MSG

This field hold the message to be presented to the operator if an attempt is made to access a feature of the system they are not authorised to access and there isn't a specific access message already in place for that feature.

DEFAULT_IO_DESTINATION

Choose with the default destination prompt when creating internal orders is the 'Receiving Location' or the 'Ordering Location'. 

DEFAULT_IO_VIEW

When viewing internal orders choose whether SwanFRS is to show the products being ordered in 'Summary' or 'Detail' format.   Detailed shows 1 line per SKU-Option combination and allows editing.  Summary collates items and shows total, this display produces less lines at the cost of being able to amend quickly in that the screen must be changed to detail mode before amendments can occur. The display setting can be changed at the operator’s discretion within the program.

DEFAULT_PO_VIEW

Choose how SwanFRS is to show the purchased order when first loading the page, choose 'Summary' to collate like SKU and options into a single line, or 'Detailed' to show one line per item.   Detailed allows editing whereas summary requires moving to detail before editing can occur.  If the majority of the orders are for less than 10 items, the recommendation is detailed.  The display setting can be changed at the operator’s discretion within the program.

DEFAULT_SALES_VIEW

Choose how SwanFRS is to show the sales order contents when first loading the order.  Choose from 'Summary' which collates like SKU+Option combinations into a single line thus reducing the need to scroll.   'Detailed' shows one line per SKU and as such allowing a more granular view and direct access to editing.   The display setting can be changed at the operator’s discretion within the program.

DEL_1ST_DAY_OF_WEEK

This parameter controls how SwanFRS will display the delivery schedule.  Selecting 'Monday' will show 7 days’ worth of delivery with line 1 being the closest Monday to the system date.  This means that when viewing the grid on a day other than Monday one or more of the lines will be historic.   The alternative is to select 'Today', in this mode the delivery grid will show line 1 as today (whichever day of the week it is) and show the next 7 days’ worth of deliveries from today.

DEL_HIDE_MODEL_NO

Tick if the delivery note is to omit the supplier's code (model number), where untick the note will include the manufacturers reference code.

Del_Note_Contact

Tick to show the telephone / fax number of the delivery / collection location on the delivery note, when unticked the delivery from locations details are omitted from the print

Del_Note_Copies

Define how many copies of the delivery note are to be produced. (1, 2 or 3)

Del_Note_Description_Format

Define the content of the delivery note. Choose from print the supplier and range, hide the supplier or hide the supplier and range the print will only use debranded supplier and range descriptions.

DEL_NOTE_FOOTER

Specify whether the delivery note should have the base information (Standard) or include sections for signature, balance, notes etc.  If these additional elements are required select 'Advanced'. 

DEL_NOTE_HIDE_LOGO

If using literature with the corporate logo already present tick this field.   If you are using standard plain paper and wish SwanFRS to print your corporate logo do not tick this option.

DEL_NOTE_HIDE_SO_COMMENTS

Tick if the delivery note is to omit sales order comments, unticking includes sales order comments (where set).

DEL_NOTE_SHOW_CAVEATS

Tick to include sales order caveats (where set) on the delivery note. Untick to omit from the audit. 

DEL_NOTE_SHOW_PARTS

Tick to include sales order lines marked as 'Parts' on the delivery note. Untick to omit from the audit.

DEL_NOTE_SHOW_QUESTIONNAIRE

Tick to show a satisfaction questionnaire on the delivery note. Untick to omit from the audit.  (The questionnaire will require Swan assistance to set up should this be required.)

Del_Note_Text

Specify an optional text block (max 1000 characters) to be printed on the delivery note.  This text is displayed immediately above the customers signature.  Where not set the note will operator with default text.

DELIVERY_BAND_1

In Delivery Scheduling, SwanFRS uses a traffic light system to show how 'full' a particular delivery run is.   The system shows green when empty, changing to yellow then the load percentage reaches this threshold (DELIVERY_BAND_1) and then turns red when DELIVER_BAND_2 percentage is reached.

DELIVERY_BAND_2

In Delivery Scheduling, SwanFRS uses a traffic light system to show how 'full' a particular delivery run is.   The system shows green when empty, changing to yellow then the load percentage reaches the DELIVERY_BAND_1 threshold and then turns red when DELIVER_BAND_2 (this parameter) percentage is reached.

DELIVERY_CONFIRM_DEFAULT_YESTERDAY

Tick this box if the start date used in the Confirm Deliveries program should default to 'yesterday'.  When unticked the system will default to today.

DELIVERY_DUE_TURNAROUND_DAYS

Specify the number of days to be added to the longest lead time of any item 'on demand' or requiring transfer on the sales order.  This is designed to provide the customer with as 'close as possible' expected delivery date.   This field allows for any applications or coatings to be applied or for administrative actions to occur.  Example – 7

DELIVERY_FINANCE_LEVEL

When planning the delivery of goods to customer, it is possible to prohibit the delivery of goods for sales orders which are the subject of unapproved finance applications.   The options are to block the 'despatching' of deliveries for orders with 'unapproved finance' or to allow the despatching of orders with unapproved finance.

DELIVERY_MOVE_REJECTED

At time of confirming the delivery to customer of goods, if the delivery fails to complete where should SwanFRS return the stock.   If this parameter is ticked SwanFRS will move the undelivered stock to the designed 'returns bay' for the stock holding location.  When unticked stock is returned to the bay location it was held in before the delivery attempt occurred.

Delivery_Multiple_Loads

Tick to allow items to be collected on-route when delivering. Untick to force goods to be in their pre-delivery location prior to commencing the delivery run.

DELIVERY_PAYMENT_LEVEL

This field controls whether delivery runs with sales order not paid in full can be scheduled for delivery.   Choose from [Paid in full'  - the entire sales order is to be paid for in full before delivery, 'Delivered and minimum deposit- there must be sufficient payments to cover the value of the goods being delivered and to retain a minimum deposit for the remaining, undelivered items on the order, 'Delivered' - there must be sufficient payment to cover the value of goods to be delivered with no retention of minimum deposit or 'Not required' -(no minimum payment is required.

DELIVERY_PLANNER

Choose the method for planning the delivery run.  Selecting 'Dispatch Track' interfaces with Dispatch Track providing a route planning (Dispatch Track is a 3rd party route planning system requiring a licence to operate) or select 'None; if SwanFRS delivery planning suite it to be used.

DEPOSIT_CONTROL_ACCOUNT

The deposit's held control account is updated when a 'deposit' payment is received.

DISALLOW_OVER_RECEIPT

Tick to disallow over receipting at GRN (Goods Receipt).  Untick to allow.   Over receipting occurs when the supplier delivered more than the ordered number of units.   Allowing enables the 'overs' to be brought into stock without the need to amend the purchase order, but it does allow for miskeying.   It is important to state that over receipts cannot be invoice matched and therefore need ancillary cost invoicing in that SwanFRS isn't expecting them and therefore doesn't bring in the overs against a purchase order.   Blocking stops the possibility of receiving over the ordered amount (to receive the PO needs amending).   Block reduces the potential for miskeying and improves invoice matching processes however it can delay the GRN process until the PO has been adjusted.   Swan Recommend blocking over receipts.

DISALLOW_TRUCK_OVERLOAD

This feature controls whether the delivery run can be overloaded.  Ticking allows the operator to exceed the maximum default settings for the run.  Unticking blocks the ability to overload a delivery run.

DISCOUNT_INC_DISCOUNTABLE_ONLY

Tick to instruct SwanFRS to include only discountable items when processing an order level discount.   Untick to exclude which effectively bypasses the product group discount control parameter.

DISPATCHTRACK_API_CODE

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field must be used to hold the Dispatch Track API code.

DISPATCHTRACK_API_KEY

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field must be used to hold the Dispatch Track API Key.

DISPATCHTRACK_HOST

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field must be used to hold the Dispatch Track host URL.

DISPATCHTRACK_SETUP_TIME_FACTOR

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field holds the default handling factor which is used by Dispatch Track to time deliveries.

DISPATCHTRACK_SHOW_COLLECTION_PRICES

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field controls whether Dispatch Track can see the price of items it is being asked to schedule for collection. Tick to include prices, untick to exclude.

DISPATCHTRACK_SHOW_DELIVERY_PRICES

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track this field controls whether Dispatch Track can see the price of items it is being asked to schedule for delivery Tick to include prices, untick to exclude.

DISPATCHTRACK_USE_IMPORT

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track, if ticked confirmed deliveries are automatically imported to complete delivery runs.  Unchecking will allow exporting to Dispatch Track and require manual confirmation of runs in SwanFRS.

DISPATCHTRACK_USE_SELLING_LOCATION_ON_EXPORT

Used in partnership with Dispatch Track 3rd party application.  Ticking instructs the interface to use the sales order's selling location Account when exporting data.  Unticking uses the location account from the 'Delivery From' location.

DISPATCHTRACK_USE_TRUCKRUN_LOCATION_ON_REFRESH

Used in partnership with DELIVERY_PLANNER, when set to Dispatch Track, ticking uses the Truck Run Location Account when Refreshing Deliveries from Dispatch Track.  If not set this value is obtained from the export data sent from Dispatch Track.

DISPLAY_SO_MARGIN

Tick to show the current margin achieved to screen (sales order page).  Un-tick to hide the margin 

DOWNLOADED_RESOURCES_PATH

Specify the folder to which web resources (such as image files) will be automatically downloaded, for faster access later.  Leave this value blank to stop automatic downloading.   This process is similar to a 'screen-scrape’ For example if the image name is a web URL, SwanFRS takes a copy of the Web image and saves it as a file in the specified folder linking the SKU to this newly generated file). This means that when displaying the image in the future SwanFRS only has to pull from a local folder rather than re-contacting the web URL, downloading it and then displaying it.   This process increases the time taken to import a catalogue but improves response times when searching for product.

DUAL_PRICE_STORE

It is possible to set SwanFRS to use an alternative pricing for a specific trading location.  To operate this field needs to hold the location ID (Set Up Locations) of the store with the 'special prices'.   When configured SwanFRS will use the prices from the Trade1, Trade2 and Trade3 instead of MRP, Sell and Sell2.

DWELL_TIME

Specify the preferred maximum time a piece of stock should dwell in stock.  Used to calculate the Earliest Date on a back-to-back Purchase Order.  (Specified in whole days) - The system adds the dwell time to the turn around time when generating earliest delivery for a purchase order

EORI_Number

Specify the 'Economic Operators Registration and Identification' number assigned to your company and required when importing goods from foreign suppliers.

EXCLUSIVE_LOCATIONS

SwanFRS can be configured to lock customers to specific trading locations.  This can result in the same customer being entered twice however it allows for store specific marketing, for example, ticking turn store specific customers on, unticking allows a customer to be visible in any of the trading locations within a company.

EXP_DELIVERY_RANGE_DAYS

Define the number of days grace to be added to the lead time of the sales order.  This grace period is used to offer the customer a range of expected deliveries i.e. 8 – 10 Weeks in the example the 8 is calculated using the lead time of the products ordered, the 10 being the expected delivery range days set (14 days in this case). Specified in whole days.

EXTENDED_PO_ID_INFO

Tick to show reason for the purchase order (E.g. stock, sales)  alongside the purchase order reference. (Stock and /or customer last name).  Untick to show only the purchase order ID.

FAXING_ENABLED

Tick to enable Purchase Order faxing.  Unticking turns this feature off.   3rd party faxing software may be required for this feature to work.

FEEDBACK_ATTRIBUTES

Specify the attributes for the feedback provider to rate on.  Separate multiple attributes with commas.

FEEDBACK_COMPLETE_AFTER_DAYS

When using a feedback engine (such as Feefo), specify the number of days after completing delivery that feedback will be requested. Setting to zero turns this aspect of the feedback engine off.  To be included the sales order must have been fully delivered and paid (completed) X days before the export request is processed, the customer must have an email address and at least one line on the sales order must not have been excluded from feedback.

FEEDBACK_GTIN

When using a feedback engine (such as Feefo), specify the GTIN (Global Trade Item Number) for the feedback provider.   

FEEDBACK_INCLUDE_MOBILE

When using a feedback engine (such as Feefo), Include mobile number in feedback files.

FEEDBACK_SERVICE_AFTER_DAYS

When using a feedback engine (such as Feefo), tick to include mobile number in feedback request files, leave unticked is the customer's mobile number is not be included in the feedback request.

FETCHIFY_EMAL_KEY

When using a feedback engine (such as Feefo), specify the number of days after completing service request call that feedback will be requested. Setting to zero turns this aspect of the feedback engine off.  To be included the service request must have been closed X days before the export request is processed, the customer must have an email address and at least one line on the service must not have been excluded from feedback.

FETCHIFY_KEY

When using the Fetchify address finder, specify the 20-character access token (licence key) provided when signing up to this service.   This is a 3rd party licence not included within the SwanFRS SSA.

FETCHIFY_PHONE_KEY

When using the Fetchify phone number checker, specify the 20-character access token (licence key) provided when signing up to this service.   This is a 3rd party licence not included within the SwanFRS SSA.

FINAL_PAYMENT_METHOD

Choose the preferred sales order balance prior to delivery.  Options include 'Before Delivery' - orders should have a zero outstanding balance before delivery occurs, 'On Delivery' - you are happy to receive payment on delivery (sometimes referred to as COD - Cash on Delivery) or 'Invoice' payment prior to or on delivery is not enforced.  This may mean chasing for balances after the goods are with the customer.

FINANCE_PROCESS_TYPE

This field is not amendable and informs SwanFRS how to process finance applications.  Single indicates a separate finance application is required for each sales order; Multiple allows a single finance application to apply to more than one sales order. 

Font_PO

Choose the size of the font used on the purchase order print.   Options are 10 or 12, 12 is the slightly larger font.

FORCE_CUST_NAME_CASE

Tick to convert keyboard entry in to sentence case (capitalised first letter of each word).  Untick to save data entry as keyed.

FORCE_CUSTOMER_EMAIL_CHECK

Tick to instruct SwanFRS to check whether an email address is present when entering customer details and produce an on-screen warning if not set.

FORCE_INITIAL_ENTRY

Ticking makes the Customer's Initials mandatory, unticked the initials field is optional.

FORCE_MINIMUM_DEPOSIT

Ticking restricts / blocks the acceptance of a sales order where the minimum deposit value has not been reached.   There is a user override for this feature which bypasses the control where necessary.  The value specified is a percentage of the order balance.  For example, 50 indicates the customer must pay half the order balance as a deposit when placing the order.

FORCE_NOTE_ON_SO_AMEND

Tick to force narrative to be keyed as to why a sales order is being amended.  Untick to turn off this feature.   This is a highly recommended feature as it requires the operator to specify when a previously accepted sales order is being amended thus providing greater insight into why these things occur and traceability as to who is making the changes.

FORCE_SOURCE_OF_BUSINESS

When the SO_SOURCE_OF_BUSINESS parameter is switched on (i.e. a source of business required), define where and if checks as to valid entry are to be performed.  Choose from 'Do not force' - the operator is free to add or not, ‘New sales order-order page only' - SOBs are required when creating new sales-, 'Main sales page only' - SOBs forced when viewing the order details - accepting an order amend for example. or 'Always force (both new sales and sales order detail pages) - require an SOB if not set irrespective of origin or status. 

FORCE_UNIQUE_PAYMENT_REFERENCE

Tick to force the operator to enter a unique reference when processing a customer payment.  Untick to allow duplicate / blank cash tender references.   This setting is bypassed for all users who have the OVERRIDE_UNIQUE_PAYMENT_REF privilege.

FRANCHISE_COST_UPLIFT

It is possible to hide and massage costs when shown to screen and in certain reports.   This cost price manipulation simply multiplies the cost by a percentage before presenting the information (when visible) to the operator and doe s does not affect postings to accounts.

FROM_DAYS

Specify the number of days prior to the system date for general searching.  For example, 30 will prompt with a start date approximately 1 month ago.   Start dates prompted can be changed as necessary, this is simply a default. 

GOLDEN_PRICE_TOLERANCE

This feature is used within Set Up Product Pricing and Global Price Manipulation to 'charm' raw selling prices into prices desired by the retailer.   To work the retail must specify a list of 'preferred' selling prices, once set these routines will move the cost to the nearest 'preferred' price but only if the difference between prices is within the specific tolerance.

GOODS_IN_TRANSIT

This is the account code used to hold the value of goods which are due to arrive into stock.   This account is only used when the retailer effectively owns the stock at the point it leaves the supplier / vendor and holds the expected costs of goods in transit to the retailer (prior to GRN).

GOODS_INWARD

This is the account code used to hold the value of expected goods received into stock (via GRN - excludes over receipts) which are waiting for invoice matching.  This field forms your GRNI (Goods Received Not Invoiced) value, effectively the list of stock liabilities.

GOODS_REC_AUDIT_SHOW_COSTS

Tick to show costs on the goods receipt audit report.  Untick if costs are not to be shown.

GRN_TOLERANCE

When DISALLOW_OVER_RECEIPT is unticked meaning it is possible to over receipt, specify the tolerance percentage for over receipts during the GRN process. Choose from 0 (do not allow over receipting), >0 and <100 (allow a percentage over receipt), 100 (allow over receipting – no upper limit) For example if 10 is specific then SwanFRS will allow up to 10 over receipting.  For unique units if 1 unit is ordered a maximum of 1.1 is allowed however since unique items cannot be decimals it is therefore not possible to over receipt.  For Accessory classed units if 50 units were ordered then you could over receive by 5 units.   This process provided a degree of policing of the GRN process however the restriction on invoice matching still applies - you cannot match over receipted items therefore consider carefully if this feature should be allowed.

HEAD_OFFICE

Once locations have been defined (in Set Up Locations), specify the location ID of the record set up as the 'head office’.   Setting a head office allows 'special' actions to be controlled such as cancelling a small order balance, raising a refund or stock ordering.  

Hide_DelNote_Prices

Tick to omit prices from the delivery note. Untick to show price.

HIDE_PO_ITEM_NO

Tick to omit the line numbers from the print. Untick to show the purchase order line number.

HIDE_PO_PRICES

Choose if prices are to be shown on the purchase order.   Option are 'Do not Hide' - show costs on the Purchase order, 'Hide' - do not show costs on the PO, or 'Prompt' the operator will be asked to choose each and every time a purchase order is to be printed.

Hide_StockTransfer_Costs

Tick to hide cost prices on the transfer note.  Untick to show prices.

IMAGE_FILE_EXTENSIONS

This field holds the supported image formats acceptable to SwanFRS.   If the file being 'attached' (uploaded) to SwanFRS is not listed, SwanFRS will reject the upload.

IMAGE_FOLDER_PATH

Specify the folder on the server where images are to be stored for use on screen, the web and in reporting. Ensure the path is down to folder level finishing with a back slash. For example, D:\filepathname\pictures\

IMPERFECT_STOCK_MESSAGES

Tick to Include Imperfect Stock Messages for Imperfect Stock Items. Untick turns this feature off.   An imperfect stock message is narrative linked to a stock item defining why it is substandard in some form.   Imperfect messages can be forced to be entered as stock is identified as imperfect and can show on documentation such as the sales order acknowledgement.

IMPORT_CUSTOMERS_CHECK_DUPES

Tick if SwanFRS is to compare import data (in the form of a csv file and imported via Accounts Interface) for customers and to reject duplicate submissions. i.e. only add customers where the Surname + Address 1 + postcode does not already exist.    Unticking turns the duplication check off and therefore increases the chances of duplicate customer records within the database.

INTERNAL_CUSTOMER

Not Currently used.

INVOICE_BRANCH

Specify the message to appear at the foot of the sales invoice print.

INVOICE_MESSAGE

Tick if SwanFRS is to send email notifications out to the customer, leave unticked if this feature is not required.

IS_CUSTOMER_ALERTER_SYSTEM_ENABLED

When using Loqate as the address verification / finder it is necessary to record the access key (API Key) for this application.  This is a 3rd party licence not included within the SwanFRS SSA.

MAIL_SENDER

Set the default email address to be used to create emails from within SwanFRS. Example – info@retailers-name.com

MAIL_SENDER_CASH

Set the default email address to be used to create payment receipt emails from within SwanFRS. Example – accounts@retailers-name.com.

MAIL_SENDER_SO

Set the default email address to be used to create sales order emails from within SwanFRS. Example – sales@retailers-name.com.

MARGIN_CALCULATION

Specify how margins are to be calculated within SwanFRS.   Choose from ‘Margin including VAT', 'Margin Excluding VAT’, ‘Margin Excluding all VAT', 'Mark-up (MU) including Vat' and 'Mark-up excluding VAT'.   

MAXIMUM_PAYMENT_REFERENCE

Specify the maximum number of characters allowed in a payment reference.  (Range 1 to 30) The payment reference is a manually endorsed fields specified when taking a payment within SwanFRS.   This field SHOULD NOT BE USED to record the customer's credit card number.

MAXIMUM_SLOT_CAPACITY

specify the 'normal' maximum number of slots (customer locations) that can be visited by a particular vehicle per day.  This value is used as the default when setting up vehicles however it can be amended where required at vehicle level.

MAXIMUM_STOCK_HOLDING_WEEKS

Specify the ideal maximum number of Stock Holding Weeks.  This is then used by the Stock Allocations Report and may be used as an indication to incentive its sale. (0=Not Used or 1 to 99)

MEASURED_DISPLAY_PRECISION

Specify the number of decimal places to be shown for measured goods (Range 0 to 4 decimal places).

MEASURED_GOODS_DISPLAY

Define how measured goods are to be displayed. Choose from 'Metric square units' - which displays the full quantity,  'Metric Length, 'Rounded Metric Length' or 'unknown 1' which show the Length, unit of measure & number of piece, or 'Unknown 2' which shows the width x length and Quantity.     SwanFRS calculates to 4 decimal places for accuracy however it will round up the specified number of places when presenting data to screen and on reports.  

MENU_IGNORE_DATES

Tick to ignore the date range on the operator's default Search Profile, when displaying the 'home' page. Unticking restricts the search results tab to the default date range set via the FROM_DAYS control.   Using a date range has the potential to miss information, not using the date range can increase the volumes of data presented to screen.

MENU_SALES_TO_SHOW

Specify the number of ‘sales orders’ to display in the data grid on the home page. Smaller numbers may create multiple pages, larger numbers may result in the need for vertical scrolling.

MENU_SERVICE_TO_SHOW

Specify the number of 'service calls' to display in the data grid on the home page. Smaller numbers may create multiple pages, larger numbers may result in the need for vertical scrolling.

MESSAGE_CENTRE

Not Currently used.

MESSAGE_CENTRE_LOG_PATH

Define the folder path for message centre will log files.  Example – c:\FRSdata\log . It is important that this folder is accessible by the application and ideally exists on your server.  Logs are created when files are imported / export via the Accounts Interface processes.

MinDeposit

Specify the minimum deposit percentage required at time of sale.  If a deposit of less than this is entered a warning will be displayed to the user.

MINIMUM_TURNAROUND_TIME

Define the shortest time between receiving stock and it being available for customer delivery.  This field (set as a number of days) is used to calculate the Earliest Date on a back-to-back Purchase Order.  (specified in whole days)

MISC_ACCESSORY_SKU

This field hold an Accessory SKU which is used by certain till interfaces.

MISC_CUSTOMER_DEFAULT_FORENAME

Specify the default forename / first name to be used if the customer record being imported from a CSV file via the Accounts Interface program if the customer's record does not include a first / forename.  For example, if this field is set to a dot and the customer record to be loaded doesn't contain a first name SwanFRS will make the first name a dot.

MISC_CUSTOMER_DEFAULT_SURNAME

Specify the default surname / last name to be used if the customer record being imported from a CSV file via the Accounts Interface program if the customer's record does not include a last / surname.  For example, if this field is set to an 'Unknown' and the customer record to be loaded doesn't contain a surname element, SwanFRS will set the surname to unknown.

MRP_DESCRIPTION

Define the 'title' to be displayed when showing manufacturers recommended prices.  (max 50 characters)

NEW_COMM_PAY_LINE

Tick if SwanFRS is to be used to pay commission as a result of sales activities for the line specific salesperson. Untick if commission is only to be paid to primary and secondary salesperson.   This parameter applied only to the NEW commission suite of audit reports.

NOMINAL_TRANSACTION_MODE

This field controls how the date used to send data to an accounts system is to be constructed.  Simple is the date the data is 'sent' to the accounts system.  Complex is the transaction date of the 'action' creating the posting however if this date is earlier than the first posting date then the first posting date is used.  Synchronised stops the operator processing an 'action' with a transaction date earlier than the first open posting date which effectively stops the operator posting historic transactions to 'closed accounting periods'

NON_POS_MODE

This feature applies to system with linked Midas tills only, selecting 'Deposit' mode turns the seeding of a payment in SwanFRS which is then recalled on the till for actual payment.   Selecting 'Manual' mode allows payments to be taken in SwanFRS and in Midas (but without the payment recall feature).

OPTION_QTY_DEFAULT

Not Currently used.

PAGING_NO_ROWS

Specify the default number of data rows to display in a table when operating with ALLOW_PAGING ticked.  The range is 0 to 50 rows per page.  Smaller numbers may result in multiple pages - larger numbers may result in vertical scrolling and as such the header row of the table may go off page. It is suggested a number in the 20 to 25 range be used.

PASSWORD_ATTEMPTS

Specify the number of failed log in attempts allowed before the system forces the PC to wait before another attempt to log in is allowed (This triggers the PASSWORD_FAILURE_PERIOD wait time).  Setting this value to 0 turns off this feature - turning off however removes a security layer protecting your data.

PASSWORD_COMPLEX

Ticking forces the use of complex passwords, unticking allows simple passwords and as such unticking is not recommended. A complex password must have a minimum of 8 characters containing at least 1 upper case, 1 lower case, 1 numeric and any three consecutive characters in the password cannot replicate any three consecutive characters in the login name.

PASSWORD_COOLING_PERIOD

Specify the number of minutes a PC / terminal will be forced to wait after several unsuccessful log in attempts (the number of attempts is set in the PASSWORD_ATTEMPTS parameter.  Any attempt to log in during this wait period will be blocked.   Setting this value to 0 turns off this feature. 

PASSWORD_ENCRYPT

Tick to turn on encryption (recommended). Untick to turn off. Encryption means the password is not viewable even by the systems administrator.  Encryption cannot be turned on when using Price Writer or Sage50. 

PASSWORD_EXPIRY

Specify the number of days the password is active.  The operator will be forced to change their password x number of days after setting. Choose from 0 to turn off this feature.  Values in the range 1 to 365 are valid.

PASSWORD_FAILURE_PERIOD

Specify the number of minutes in which the PASSWORD_ATTEMPTS limit will be considered.  This field is used in partnership with the PASSWORD_ATTEMPTS control and defines the time period in which log in attempts are remembered.   For example, if set to 1 minute - if the operator attempts to login twice within the minute and the PASSWORD_ATTEMPTS is 2 the PC will be locked out for PASSWORD_COOLING_PERIOD minutes.   if 2 failed attempts to login occur within 2 minutes the cooling off period will not be triggered.  It is recommended this be set to a suitable value to catch operators attempting every couple of minutes - Once a successful login occurs the log in timer is cleared.

PASSWORD_WARN

Specify the number of days’ notice the operator will be given before their password expires. (range 0 to 365 – 0 equates to no warning)  This is days’ notice from the PASSWORD_EXPIRY for example if PASSWORD_EXPIRY if 90 days and the PASSWORD_WARN is 15 the operator will be warned of a pending change of their password 75 days after they last reset their code.

PAYROC_HOST

Specify the Hostname for Payroc Card Payment Terminals.  This option is operational only in the USA.

PAYROC_RESELLER_NAME

Specify the Reseller Name for Payroc Card Payment Terminals.  This option is operational only in the USA.

PICK_NOTE_GROUP_BY_BAY

Tick to group the picking note by the first character of the bay the goods are held in.  Untick to produce the note in pick order. (i.e. do not group by bay).

PICK_NOTE_LOADED

Tick to include the legend loaded by on the audit. Untick to omit.

PICK_UP_ENROUTE

Tick to allow goods to be delivered from multiple locations. Untick forces goods to be moved to their designated 'delivery from' location prior to being able to complete the delivery planning process.

Picking_Multiple_Loads

Tick to allow picking notes to be scheduled with goods that are in locations other than the starting point of the delivery run.  Untick to force goods to be in the delivery location before scheduling.

Picking_Note_Split

Ticking creates genre groups on the picking note - picking by type (measured, accessory) and is useful if goods are held by class and therefore improves the time taken to pick.  If goods are not located by class unticking produces a picking list by location / bay.  

PO_Custom_Footer

If PO_Show_Footer parameter is set to 'custom', this text is displayed at the bottom of the PO.   If PO_Show_Footer parameter is set to 'standard', this field is ignored, and a pre-set generic message appears.

PO_Description_Format

Define how the product description is to be shown on the purchase order. Select from Print the supplier and range', 'Hide the supplier' or 'Hide the supplier and range'.

PO_EMAIL_TEXT

When SwanFRS is configured to email the supplier / vendor with a PDF copy of the purchase order, this field will be used as the 'body text' of the email and should therefore introduce the attachment and make it clear to the recipient you're placing an order with then via this email.

PO_Header_Format

When using the small logo / no logo version of the purchase order, if this option is set to 'Envelope' the printout will place the address to fix inside an envelope with a window panel.   If not using this feature choose the 'Standard' option.   The banner format purchase order print does not use this feature.

PO_HIDE_CUSTOMER_NAME

Tick to hide the customer's name or leave unticked to hide the name on the purchase order print.  (This control only applies when CONSOLIDATE_PO is not ticked).

PO_HIDE_HOME_DEL_ADDRESS

Tick to hide the customer's delivery to address when printing direct delivery purchase orders.

PO_HIDE_SALES_ORDER_NUMBERS

Tick to omit the linked sales order number when showing the individual order items on the purchase order. Unticking shows the SO numbers.   (This control only applies when CONSOLIDATE_PO is not ticked).

PO_HOME_DEL_MESSAGE

When printing direct to home delivery purchase orders, and the PO_HIDE_DEL_MESSAGE is ticked, the delivery address is replaced with the narrative held in this field.  Once the customer has fully paid the balance on sale the customer's delivery to address will be shown instead.

PO_LARGE_COMMENTS

Tick to highlight comments on the purchase order. Untick to render in the same font size as other text.

PO_Number_Prefix_Location

Tick to prefix the purchase order ID with the ordering location in the heading section of the Purchase Order print. Untick to show only the PO reference.

PO_Shading

Tick to show alternate lines of the purchase order with grey shading. Untick to turn alternate shading off.  Turning alternate line shading on increases identification of products however the benefit is negated if faxing is used as communication protocol.

PO_SHOW_CATEGORY

Tick to show the category and stock status (display/for sale) on the purchase order. Untick to omit.

PO_SHOW_CAVEATS

Tick to show caveats on the purchase order, untick to omit.  (This control only applies when CONSOLIDATE_PO is not ticked).

PO_Show_Footer

Choose how SwanFRS will print the bottom section of the purchase order.

PO_SHOW_MODEL_STRING

Tick to construct the model number from the parent model and the list of options chosen.  Unticking shows the SKU model number thus ignoring any model references selected as part of option specification.

PO_Show_Required_Date

Tick to show the earliest and expected / required date on the purchase order. Un-tick to omit.

PO_SHOW_SET_IDENTIFIER

Tick to show a 'Purchased as part of a set' message when printing or sending purchase orders.

POST_STOCK_COST_ADJUSTMENTS

Tick if manual stock cost adjustments are to be posted to a linked accounts system.

POSTCODE_ANYWHERE_KEY

When using Postcode Anywhere, specify the access licence key to use to authenticate the service.

POSTCODE_ANYWHERE_PARTIAL

Tick when using Postcode Anywhere RetrieveByParts routine if the postcode has not been entered.  This feature requires a 3rd party licence key to operate see POSTCODE_ANYWHERE_KEY

POSTED_PAYMENT_GRACE_DAYS

The number of days after reconciliation in which a posted payment can be amended.  This feature enabled controlled editing of posted payments should a payment be declined or rejected once reconciled.   SwanFRS writes a reversal record out and a correction payment which will require a new reconciliation - it does not adjust historic / declared payments.

PREPAYMENT_CONTROL_ACCOUNT

if using Ancillary invoicing with prepayments, specify the Prepayment Control Account.

PRESERVE_ITEM_IMAGE_URL_GAPS

Tick if SwanFRS is to preserve the 'gap's between images when set within Set Up Product Pricing, unticking re-assigns thus losing gaps.  For example, if an image was placed in image 1, 3 & 5 in the program.  When ticked 2 and 4 would remain empty.  If unticked the system would save the three images in slots 1, 2 & 3.

PRINT_LINE_PRICES

Tick to set a default status for the 'Show line prices on the sales order acknowledgement' option.   Ticking shows items prices, unticking hides item prices.   This default setting is used to 'seed' the window where order summary messages are specified at sales order level.  This feature can be used to hide sales order lines on the SOA print, which is used especially when quoting for flooring, for example.

PRODUCT_DISPLAY_ORDER

Define how SwanFRS is to sequence product lists. Choose from' Alphabetic description', 'Alphabetic model number then description', 'Stock keeping unit' or as 'listed within Price Writer/ Grid Sequence on the spreadsheet'.

PRODUCT_PRICING_HIDE_OPTIONS

Tick effectively stops the changing of options within Set Up Product Pricing, unticking allows them to be edited.

PRODUCT_PRICING_MARGIN_WARNING

Specify the default expected margin required when showing the pricing grid within Set Up Product Pricing and Global Price Manipulation'.   This value holds the percentage required and will cause the actual margin of the item to show in red if the calculated item value is less than this value.

PRODUCT_PRICING_OPTIONS_SEQNO

Tick to automatically assign the next sequence number for new option details/answers.  Untick to manually assign sequence numbers.   Sequence numbers are used to preset choice lists in non-alphabetic order.

PRODUCT_PRICING_VAT_DEFAULT

Specify the default rate of VAT/Tax (for example 20) to be used by Set up Product Pricing / Global Price Manipulation when calculating margins and mark-ups. 

PRODUCT_SEARCH_BARCODE

Tick to turn allow operators to scan supplier's barcodes when searching for products.   Unticking hides the supplier's barcode field thus effectively turning this variant of the search off. 

PRODUCT_SEARCH_FOCUS

When CATALOGUE_SEARCH_DEFAULT is set to 'Detail', it is possible to define the field in which SwanFRS will set the cursor when the page is initially opened.   Presetting the search focus to the most commonly used field reduces key clicks thus making searching quicker.  Choose from 'Supplier', 'Range', 'Description', 'Stock Number / ID', 'SKU', 'Model Number / Supplier's Stock Reference', 'Barcode (if used), and 'Serial Number' (where used).

Purchase_Ledger_Control

This account code should be set to the Purchase Ledger control in the linked accounts system.

QAS_INI_FILE

Specify the location of the QAS (postcode search) look up data file.

QAS_INI_SECTION

Specify the section within the qarapid.ini file that holds the address configuration data

Quote_Expiry_Days

Define the number of days you will honour a quotation.  As soon as the quotation exceeds this number of days the quote is deemed to have expired.  

QUOTE_HONOUR_DAYS

Specify the number of days you will honour the prices stated on the quotation.  After this time, if the quotation is converted into a sales SwanFRS will revalue the items on the quotation using the active promotional prices as at the date of conversion to a sale.

QUOTE_KEEP_STOCK_DISCONTINUED

Tick to retain discontinued items on the quote or untick to remove these when reviewing / editing an expired quote.

QUOTE_KEEP_STOCK_IMPERFECT

Tick to retain imperfect stock on the quotation or untick to remove items when reviewing / editing an expired quotation.

QUOTE_KEEP_STOCK_MARKDOWN

Tick to retain mark-down stock on the quotation or untick to automatically remove them when reviewing / editing an expired quotation.

QUOTE_STOCK_ACCEPT_CHECK

Tick to release 'reserved' stock on a quotation once the quotation has been 'accepted' - i.e. do not allow stock to be reserved on quotations.  Unticking allows stock reservations against quotations.

QUOTE_STOCK_DAYS

Where stock can be reserved against quotations (QUOTE_STOCK_ACCEPT_CHECK), specify the number of days stock will remain reserved against a quotation before it is automatically released back into saleable stock. 

REMNANT_COMMISSION_SCHEME

Once commission schemes have been created and if paying a variant incentive value to salespeople for sales of stock marked as remnants, specify the override remnant commission scheme to be used here.  When set, the remnant commission scheme will supersede the product group/SKU commission scheme set when calculating incentive payments for stock marked as a remnant.

REPORT_WEB_APPLICATION_NAME

The name of the web application used by Reporting

REPORTING_HIERARCHY

Specify whether reporting hierarchy is to be used and if so, how many tiers are in use.  Choose from 0 (turn the system off) or a value in the range 1 to 6.   Reporting hierarchy is used solely in reporting to allow a dynamic grouping of data using tiers specified by the retailer (and set in Product Pricing or via the spreadsheet).   There is a limited number of standard reports for this feature however its main purpose is to allow external collation and analysis of reports. 

REPORTING_METHOD

This field defines the system control for reporting  

RETAILER_NAME

Specify your trading name.  This name appears on all customer facing screens and documentation (Max 50 characters)

RETAILER_WEBSITE

This field holds the website for your company and will show on customer facing documentation where set.  This field may also be used to control 'specific' features of prints. 

RETURN_TO_SUPPLIER

This account codes are used to hold the cost of stock returned to the supplier / vendor and can be used to provides a value of expected credit.   

RPT_SHOW_CAT_SUP

SwanFRS holds both the suppliers actual trading name and a debranded name used when presenting data to customers.   There is also an option to have multiple catalogues linked to a single supplier, each catalogue can have both a trading and a debranded name.   Ticking instructs SwanFRS reporting to use the catalogue supplier names (as set in CATALOGUE IDs within Set Up Suppliers) in reporting, Unticking uses the names set in Set up Suppliers.  Tick to show the catalogue supplier/vendor name in reports. The audience of the report dictates whether the supplier or debranded name is used.

SalesLedgerControl

This is the account number used in your linked accounts system to hold the value of confirmed sales (and returns). 

SCHEDULE_ON_HAND_ONLY

Tick to block the scheduling of deliveries for stock that is not physically in the business.  Only items of 'stock' can be scheduled for delivery.   When unticked SwanFRS will allow the scheduling of customer deliveries as soon as the order has been raised and accepted.   Unticking allows the scheduling of deliveries in advance of the stock becoming available for delivery however SwanFRS will not allow goods that are not physically in stock to be present on the delivery run beyond the loading stage. 

SCHEDULE_WITHOUT_FINANCE_APPR

This feature controls the scheduling of deliveries for 'unapproved financed' orders.   Selecting 'Allow' opens the ability to allocate a delivery run to a sales order before the finance application has been approved.  'Warn' produces an on-screen warning but allows the operator to proceed to delivery scheduling.  'Disallow' blocks the scheduling of a delivery date until the order has been approved for finance.

SCHEDULE_WITHOUT_FULL_PAYMENT

This parameter controls the scheduling of delivery dates for orders where full payment has not been received. Choose 'Allow' to allow the operator to arrange delivery for orders without full payment.   'Warn' produces an on-screen message advising the operator the customer has a balance due. Selecting 'Disallow' prohibits the allocation of a delivery run until the order balance has been settled i.e. the sales order has been fully paid.

SERVICE_ANALYSIS_STRUCTURE

Tick to maintain Analysis Codes by Hierarchical operation, untick to have flat analysis codes.  Hierarchical uses level 1 to filter choices in level 2 which is then used to filter choices in level 3.  Flat offers the full choice list for levels 2 and 3 irrespective of choices at level 1 and 2.

SERVICE_ATTACHMENT_PAGE_SIZE

Specify the number of attachments to show on a page. 0=Pagination not used. (range 0 to 20)

SERVICE_FIND_DEFAULT

Not Currently used.

SERVICE_FORCE_ANALYSIS_CODES

The parameter controls the the closing of service calls. Choose from.

• Never Force - The service call can be closed whether or not service analysis codes have been set against product lines linked to the service.

• All Service Lines - SwanFRS will only allow the closure of services calls where at least one analysis code set against every product line linked to the service. (original subject lines and lines added as a result of progressing the service call).

• Service Subject Lines - This option will only allow the service call to be closed if service product lines which are part of the sales order have analysis codes set. If lines are added created as a result of actions (service events) added to progress the complaint may or may not have analysis codes set.

SERVICE_MINIMUM_NOTE_LENGTH

Set the minimum length of service / note text.  Setting to 0 will allow the operator to bypass the entry of a narrative in the note text box.  Setting a value greater than zero forces the operator to enter X characters to be able to save the event / note.

SERVICE_NOTES_CLEAR_ONFOCUS

Tick to clear the default 'Service Notes' on entering the Notes box when creating a new event. Unticking leaves the default message ready for the operator to edit it.

SERVICE_NOTES_LIST_LENGTH

Specify the number of characters to display when displaying Service Notes in a list.

SERVICE_REPLACE_OWNER

Set to automatically replace the customer service owner to the owner of the next action due.

SERVICE_REVIEW_WARNING_DAYS

Specify the number of days (0 to 10) BEFORE then review data of an event to show a yellow (due) indicator.  Prior this the indicator will show with a green background indicating the action is has time before it is expected to be completed.   The review time is set within Set Up Service Events.

SERVICE_REVISE_ATTACHMENT

Tick to allow Update and Delete of existing attachments.

SETS_TAKE_FROM_STOCK

Tick to instruct SwanFRS to try to use 'available' stock when adding a set component to a sales order.   Unticking bypasses the stock allocation automatically adding the set component as a demand item to the sale.

SHOW_ACTIVE_ORDERS

This field controls the initial page load setting of the 'Show Active Orders' checkbox within Find Sales Order.   Ticking sets the show active orders default to ticked; unticking clears the default setting. 

SHOW_BARCODE_ON_DELIVERY

Tick to include a delivery note number barcode.  This allows the delivery note to be scanned useful when operating with barcode scanning devices.  Unticking omits the barcode from the delivery note header section.

SHOW_BARCODE_ON_TRANSFER

Tick to include a barcode (of the transfer note number) on the top of the print.  This is useful when using a barcode scanner to receive the transfer at the destination location.

SHOW_CREDIT_LIMIT

Tick to use the credit limit feature. Leave unticked to turn off.  The credit limit is a notional field - it displays the credit limit but does not restrict sales order creation.

SHOW_DISCOUNT_ADJUSTMENTS

Tick to show system generated rounding lines on the sales order (SwanFRS generates pseudo order lines to balance orders where penny/cent variances occur due to percentage discounting) Untick to hide these lines. 

SHOW_GRN_COSTS

Tick to show the cost price on the goods receipt note print. Untick to omit cost prices.

SHOW_GRN_SELLING_PRICE

Tick to show the selling price (sold goods only) on the goods receipt note print. Untick to omit selling prices.

SHOW_INVENTORY_ID

Tick to show the stock / Inventory ID when displaying the list of available stock within the 'add product' and 'stock list' displays within sales ordering.   Clicking on the stock ID, subject to permission opens the stock detail page.   Turning on helps identify the stock item being sold to the customer.

SHOW_MEASURE_ON_QUOTES

Tick to show quantities/measures on quotes. Untick to hide quantities and measures.

SHOW_MIN_DEPOSIT_ON_PAYMENT_PAGE

Tick to show the minimum deposit required per sales order on the accept payment page.  Untick to block the value from showing.

SHOW_MRP

Tick to show the MRP (or another name) column on the catalogue search page. Unticking omits this column leaving only the current selling price active. 

SHOW_PRICE_ON_QUOTES

Tick to show the actual selling price on a quotation.  Untick to show the MRP price on the quote.

SHOW_PRODUCT_DESC_DIMENSIONS

Tick if SwanFRS is to automatically add 'dimensions' to the item description on saving changes to products or importing data from the spreadsheet.  Switching off does NOT remove dimensions on descriptions already created, turn on does not retrospectively build dimensions on descriptions.  In both cases the products need amending / re-importing.

SHOW_PROMOTION_DATES

Tick to show the start and end dates of the promotion within the catalogue search page.

SHOW_RETAIL_LOAD_VALUE

Tick to show the retail-sales value of goods on the delivery run.   This is useful if there is an insurance cap for a delivery run or if valuing the load.   Unticking turns this feature off.

Show_SalesOrder_Breakdown

Ticking shows the linked sales order / internal order details when editing a previously processed GRN or adding goods to an existing GRN.

SHOW_SO_ITEM_ATTRIBUTES

Tick to show item attributes in the product definition screen (option specification).  Unticking does not show this information panel.

Show_SOA_Text

Tick to show the SOA_TEXT(1 to 9) text messages at the foot of the sales order acknowledgement. Unticking turns this feature off.  Banner version only.

Show_SOA_VAT

Tick to show the tax separately on the sales order acknowledgement. Unticking indicates tax (VAT) is not to be shown separately.

SHOW_STOCK_AV_BEFORE_DEMAND

When showing a list of available stock to purchase, when ticked the list will show available stock (in the local location) before allowing demand to be raised. Unticking this control shows on order before on hand stock.

SHOW_SUPPLIER_INVOICE_ON_SOA

Tick to show Supplier Invoice lines, added for service actions, on the sales acknowledgement.

SHOW_TRANSFER_NOTES

Tick to allow the generation of transfer notes, untick to block.

SHOW_WORKING_DATE_ON_LOGIN

Ticking allows each operator to choose the 'working date' at time of log in.   Unticking removes this feature replacing it with operator specific controls.    Changing the working data allows for retrospective processing which in some instances is essential, however SwanFRS also records the transaction data which is the date the transaction actually took place therefore it is always possible see the true date of when an action was processed.   It is recommended that this feature be turned off with user specific access only to this option.

SIDE_MENU_BUTTON1_ONCLICK

This field is used in partnership with the SIDE_MENU_BUTTON1_TEXT parameter, when both are set the option appears in the Avatar drop down allowing the operator to select an external feature such as an intranet site.   This field should hold a URL or file path to a batch file, to be accessed when the button is selected.  

SIDE_MENU_BUTTON1_TEXT

This field is used in partnership with the SIDE_MENU_BUTTON1_ONCLICK parameter, Specify the title of the action button to display on the user's avatar list.

Single_logo

Tick if the same logo is applicable for all locations. Unticked indicates the trading location differs between locations.  This control has been superseded with the logo in Set Up Locations and the new Banner style externally facing reports.

SKIP_RETURN_NOTE

Tick turns off the 'what are we doing with the returned stock' screen when confirming the collection back from customer.   Turning off returns the item back to in its original delivery state. Ticking offers the operative the option to mark as damaged, for sales etc.

SKU_EXACT_MATCH_DEFAULT

Tick to default the exact match option within the Catalogue Search page to be ticked.   Unticking leaves this checkbox unticked.

SMS_FROM_TAG

The 'from' name that appears with an SMS text message.

SMS_PASSWORD

For specifying the password for the SMS account when sending SMS text messages.

SMS_USER_NAME

For specifying the username for the SMS account when sending SMS text messages.

SMTP_MAIL

Define the name of the SMTP mail server being used. This field may be left blank in which case the default settings from the mail sender setting will be used.

SMTP_PORT

Define the number of the SMTP port being used. This field may be left blank in which case the default settings from the mail sender setting will be used.

SO_ACK_MARKETING_FLAGS

Ticking tells SwanFRS to show the marketing preferences on the sales order acknowledgement.  Unticking omits them. 

SO_ACK_MARKETING_TEXT

Used in partnership with the SO_ACK_MARKETING_FLAGs, this field holds the text displayed on the Sales Order Acknowledgement relating to the marketing preferences set by the customer.   This feature applies to the banner version of the SOA only.

SO_ALLOW_NEGATIVE_ACCESSORIES

Tick to allow SwanFRS to let Accessory classed stock to go negative (This occurs when linked to an EPOS till but can occur when selling and returning accessories) …   When stock is received for the item, SwanFRS uses this stock to cancel the negative values before setting the new stock to available.  For example, is the stock holding is showing -4 and 10 units arrive, the result would be 6 available.

SO_AMEND_RETURN_REPLACE

Tick to automatically revert the sales order status to 'On-Hold' when an item is confirmed as 'returned'.   Unticking allows the activity to conclude but does not change the order status.   Automatically changing effectively immediately puts the sales order in to 'amend' mode thus making it easier to continue the process of updating the sales order.

SO_AUTO_SAVE_HEADER

SwanFRS can be set to collect a digital signature or not.  Choose one of the following options 'Back Office only', 'Tablet mode only, 'Tablet and Back Office' or 'Not Set' - do not capture electronic signatures.

SO_CAPTURE_SIGNATURE

Ticking instructs SwanFRS to automatically save changes to the sales order header, which also allows the operator to change details when viewing the order.    Unticking protects the sales order header, forcing the user to click into edit mode and to save changes.   Unticking is the recommended setting as it improves security and reduces the potential for inadvertent change to the header.

SO_CAPTURE_SIGNATURE_PATH

This field holds the path to the digital signatures folder.  This folder, on hosted sites is not user accessible, for security reasons.

SO_CLEAR_COMMENTS

Tick to clear manually entered sales order line comments assigned to items when added to the sales order if the item is removed from that sales order.  Unticking retains sales order line comments which means they carry forward to the next sale the item is allocated to.

SO_CONTACT_STATUS

Tick to turn on the Contact Status system for sales orders.  Untick to turn this system off.  The Contact system is a series of user defined status or progress points for the sales order with the status being manually assigned (and maintained).  It is possible to pause the contacting / messaging system until a specified date and to filter orders by the assigned contact.  There are no other impacts or touch points other than within the Find Sales Order routine.

SO_DEFAULT_DELIVERY_METHOD

Specify the default delivery method for new sales orders.  Choose from ‘Delivery', 'Pay and Take / Cash and Carry', 'Collection / Pick Up or 'Home Delivery / Direct Ship'.    This choice forms the default selection when creating new sales orders but can be changed by the operator as necessary per sales order.

SO_DISCOUNT_ADVANCED

Tick to turn on the 'Advanced' order total discount tab visible when viewing the sales order.  This tab allows the operator to apply a discount to the entire sales order with the discount being apportioned across selected lines on the order (see SO_DISCOUNT_CHECK_DEFAULT for default settings). Unticking turns off this feature.

SO_DISCOUNT_CHECK_DEFAULT

Tick to mark sales order lines as included, untick to default to excluded when viewing the sales order detail grid in the order total discounting screen.  i.e. This control tells SwanFRS if all lines are to be considered by default to be subjects of the order total discount (with the operator manually deselecting them) or if the operator is to manually select the lines.

SO_EMAIL_TEXT

When emailing the customer, a copy of their sales order acknowledgement (SOA) as a PDF attachment, the email requires a message or narrative.   This field holds the 'body' text of the email.

SO_EXPAND_CUSTOMER_ADDRESS_DEFAULT

Tick if the Sales Order header should show the full customers address on initial load, untick hides the customers’ address.  It is possible to hide / show the customers address as desired within the Sales Order detail screen.  This field simply controls if the address is to show on initial load.

SO_FLAT_DESCRIPTION

specify the preferred 'title' SwanFRS should use for a flat / apartment.  (This field has a maximum of 10 characters).

SO_HIDE_DEL_DATES

Tick to hide delivery dates on the sales order acknowledgement, the ‘not before’ and ‘delivery due after’ fields on the sales order screen.

SO_HIDE_DEL_DATES

Tick to hide delivery dates on the sales order acknowledgement. I.e. the ‘not before’ and ‘delivery due after’ fields on the sales order screen.

SO_MARGIN_EXCLUDE_SERVICE

Tick to exclude service lines from the margin calculation on the sales order header, unticking includes the cost-of-service activity when calculating margins

SO_PRIORITISE_STOCK_ORDER_BRANCH

Tick to instruct SwanFRS to include stock being transferred into the selling location when auto allocating stock to sales order.  Untick uses the sending location of transferring stock when considering stock allocations.

SO_REDATE_ACCEPTED_ORDERS

Set to change the dates of the sales order to the date the sales was re-accepted after an amendment.  Select 'Transaction dates only', 'Order and Transaction Dates' or 'Order, Transaction and Required dates'.   The transaction date is the date the action occurred.  Order date is the date the order was raised and required date is the date expected for delivery.   Redating changes the analytics for the order and may therefore move the booking between periods.  Not redating may mean that sales obtained from quotations raised several weeks / months ago may be lost.

SO_REDATE_ACCEPTED_QUOTES

Set to change the dates of the sales order to the date the quote was accepted.  Select 'Transaction dates only', 'Order and Transaction Dates' or 'Order, Transaction and Required dates'.   The transaction date is the date the action occurred.  Order date is the date the order was raised and required date is the date expected for delivery.   Redating changes the analytics for the order and may therefore move the booking between periods.  Not redating may mean that sales obtained from quotations raised several weeks / months ago may be lost.

SO_SET_IDENTIFIER

Specify a message which will be shown on the sales order acknowledgement underneath an item which is part of a furniture set. Leaving this field blank produces the standard message of Sold as part of set <SET DESCRIPTION> (<SET ID>).  Merge fields are not available when creating an alternative message.

SO_SET_VIEW

Tick to show the sets SKU on the sales order. Unticking blocks the set SKU from view. Specify whether the system should show the set and its component items to screen and on the sales order acknowledgement. 

SO_SHOW_CUSTOMER_CONTACTING

Tick if Customer Contacting is in user (the ability to record additional contact details against the sales order), which will show on screen and on printed literature.   Untick to turn this feature off.

SO_SHOW_SET_DETAIL

Tick to show the composition of the set on the sales order acknowledgement.  Untick to show the parent item only.

SO_SHOW_TAX_EXC_LINE_TOTAL

For tax exclusive price locations, ticking shows the tax exclusive selling price on the order detail line. Unticking shows only the items cumulative selling price (inclusive of tax, once calculated)

SO_SOURCE_OF_BUSINESS

Tick to force the specification of a source of business when processing a sales order. Unticking turns this feature off.  (This option is used in partnership with the FORCE_SOURCE_OF_BUSINESS parameter).

SO_USE_ACCESS_NOTES

Tick to turn on the sales order 'contact tab'.   This tab allows additional notes, contact telephone and email to be recorded against the sales order.   Doing so instructs SwanFRS to send this contact information (in preference to the customers' details) to Dispatch Track.  unticking turns this feature off - Dispatch Track will receive customer information.

SO_USE_DATE_ORDER_SEQUENCE

Tick to show sales-order lines in the order they were entered or amended - unticking shows them in SKU order.   This feature controls the screen and sales Order acknowledgement sequence.   When ticked items are displayed to screen in the sequence they were added or amended.  When printed the same logic applies however in certain circumstances service classed lines appear at the end of the product list.

SOA_Copies

Specify the number of copies required when printing sales order acknowledgements. (1 or 2 copies)

SOA_Exclude_Supplier

Tick to omit the supplier's name from the sales order acknowledgement.  Unticking instructs the system to show the supplier’s name.

SOA_FLOOR_HIDELINES_FOOT_1

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This footer narrative is shown after the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_FOOT_2

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This footer narrative is shown after the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_FOOT_3

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This footer narrative is shown after the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_FOOT_4

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This footer narrative is shown after the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_FOOT_5

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This footer narrative is shown after the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_HEAD_1

When printing sales order acknowledgements, for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This header narrative is shown before the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_HEAD_2

When printing sales order acknowledgements for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This header narrative is shown before the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_HEAD_3

When printing sales order acknowledgement for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This header narrative is shown before the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_HEAD_4

When printing sales order acknowledgement for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This header narrative is shown before the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_FLOOR_HIDELINES_HEAD_5

When printing sales order acknowledgements for locations with either the word 'Carpet' or 'Floor' in their location name, the print will include the header and foot 'hide' text if the hide lines feature is selected. This header narrative is shown before the product or summary replacement text of the sales order and has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Format

Specify whether the sales order acknowledgement should show the MRP (or alternative name) column.  Choose from ‘All' to show MRP values or 'None' to hide them.

SOA_HIDE_LOGO

Tick to omit the corporate logo on the sales order acknowledgement. Unticking instructs the system to print the corporate logo.  This feature is ignored when using the banner version of the SOA.

SOA_HIDE_MODEL_NO

Tick to hide the model number on the sales order acknowledgement. Unticking instructs the system to show the model number.

SOA_INCLUDE_RETURNS

Tick to include detail of returned lines on the sales order acknowledgement. Unticking omits returns when re-printing the document.

SOA_KEEP_OPTIONS

Ticking instructs the system to keep the SKUs options with the SKU thus, wherever possible, stopping options spanning more than one page. Un-ticking makes most efficient use of the stationery by allowing options to span pages.

SOA_Layout

This feature allows the format of the sales order acknowledgement to be adjusted to conform to trading requirements of certain countries. Choose from 'Range1' - expected delivery date spans 7 days, ‘Range2' - 2 weeks delivery date range is shown, 'Range3' - gives a 3-week window, 'Delivery_range' - uses the EXP_DELIVERY_RANGE_DAYS value or 'None'.

SOA_MARKDOWN_MESSAGE

Specify a narrative to show at the foot of the banner version of the sales order acknowledgement which will be displayed when one or more item on the sales order is marked down. Text is free format and may contain details about the customers return rights when purchasing marked down goods.

SOA_MARKDOWN_STK_TXT

Used in partnership with the SOA_MARKDOWN_MESSAGE - this narrative forms a marker or note indicating the stock item is subject of a markdown and perhaps referencing the markdown message displayed at the foot of the sales order acknowledgement.   This feature is only applicable to the banner version of the SOA.

SOA_PRINT_CAVEATS

Tick to show caveats on the sales order acknowledgement. Untick to omit.

SOA_PRINT_DELIVERY_DUE_DAYS

Tick to show delivery due date after date on the sales order acknowledgement. Untick to show the expected date.

SOA_Receipt

Select how receipts are to be generated when processed as part of a new sales order Choose from ‘include' - which includes all payments taken prior to printing at the bottom of the sales order acknowledgement), 'Exclude' - Only show a total of payments at the bottom of the document. or 'Separate' - which prints a payment receipt as a second page to the SOA - this option is not available in the banner version of the SOA)

SOA_REPRINT_CASH_RECEIPT

Tick to include previous payments on the sales order acknowledgement in detail, Unticking shows a total of previous payments.

SOA_Shading

Tick to shade alternate lines on the sales order acknowledgement. Untick to bypass alternate line shading.

SOA_SHOW_DISCOUNT_PERCS

Tick to show discount percentages on Sales Order Acknowledgement at line and order total levels. - banner version only,

SOA_SHOW_DISCOUNT_REASONS

Tick to show the discount reason used to reduce the selling price of an order line or sales order on the banner version of the sales order acknowledgement. 

SOA_SHOW_IMPERFECT_NOTES

Tick to show ALL stock detail notes for imperfect stock against the order line on the sales order acknowledgement. (enhanced only).  Unticking omits any imperfect notes associated with stock items.

SOA_SHOW_LINE_DISCOUNTS

Tick to show order line discounts on the banner version of the Sales Order Acknowledgement.  Unticking does not show the discount at line level.

SOA_SHOW_MARKDOWN_REASONS

Tick to show the mark down reason linked to a pre-set priced item (marked down item) on the sales order acknowledgement.  Banner version only.

SOA_Show_Outstanding_Finance

Tick to show outstanding finance in the totals section of the sales order acknowledgement. Unticking indicates do not show.

SOA_SHOW_PARTS

Tick to show parts products on the print - a part is a marker against the product. WARNING - Turning this feature on may cause the print to show incorrect order values if your parts have selling prices.

SOA_SHOW_REJECTED_UPSELLS

Tick to instruct the sales order acknowledgement show a section relating to 'rejected upsells'. Unticking turns this feature off.   Showing un-selected upsells may encourage the customer to buy at a later date and protects the retailer in that showing proves they were offered at point of sale.

SOA_Show_Retailer_address

Tick to show the retailers address at the top of the sales order acknowledgement. Untick to omit the address from the audit.

SOA_Show_Signature_Text

Tick to show the user specified signature text (SOA_Signature_Text) on the sales order acknowledgement, untick to use the system default.

SOA_SHOW_THUMBNAILS

Tick to include thumbnail images of stock / SKUs on the banner version of the sales order acknowledgement. Unticking omits stock imagery whether or not linked to stock / products.

SOA_SHOW_THUMBNAILS_OPTIONS

Tick to include thumbnail images of item options on the banner version of the sales order acknowledgement. Unticking omits option choice (swatch) images whether or not set.

SOA_Signature_Text

The sales order acknowledgement will display a sentence relating signing of the sales order.   If you wish to create your own narrative specify it in this field. 

SOA_Signature_Text2

The sales order acknowledgement will display a sentence relating signing of the sales order.   If you wish to create your own narrative specify it in this field. 

SOA_Signature_Text3

The sales order acknowledgement will display a sentence relating signing of the sales order.   If you wish to create your own narrative specify it in this field. 

SOA_Signature_Text4

The sales order acknowledgement will display a sentence relating signing of the sales order.   If you wish to create your own narrative specify it in this field. 

SOA_Signature_Text5

The sales order acknowledgement will display a sentence relating signing of the sales order.   If you wish to create your own narrative specify it in this field. 

SOA_SOCIAL_MEDIA_IMAGE_PATH

The sales order acknowledgement can show an image which may be used to point the customer to a social media site (or any other purpose).   To display this image at the foot of the sales order acknowledgement specific a full path to an image file. For example -  C:\inetpub\wwwroot\pictures\SM.png

SOA_Text1

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text2

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text3

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text4

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text5

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text6

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text7

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text8

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_Text9

The sales order acknowledgement has provision for up to 9 lines of free format text which are shown toward the bottom of the document. Define the first line of a message to show at the foot of the sales order acknowledgement.  It is possible to control the format of this text which has a maximum of 255 characters:- if the line is prefixed with [1] the print out will substitute the [1] with a bullet, [2] is replaced with a bullet and the remaining text on the line is bold.   [3] for bold text no bullet. [b] for a blank line These features work on the enhanced and banner versions of the sales order acknowledgment only.

SOA_TITLE

Specify the title you wish to give to the audit report produced when a sales order is accepted or printed.

SOA_TOTAL_MSG

Optionally define a narrative displayed alongside the sales order total value. (max 255 characters)

SORT_ORDER

Define the sort order for sales and purchase orders search results.  Choose from 'Ascending' (A-Z,0-9) or 'Descending' (Z-A, 9-0)

SORT_ORDER_ACC

Tick to show the customers financial account in date sequence.  Unticked the listing will be in transaction sequence.

SORT_ORDER_MSG

Controls the initial sort order, Newest (Descending) or Oldest (Ascending) first of the message grid on the home screen.

SPIFF_CONTROL

When using Spiff's, SwanFRS can be configured to calculate the payment using the following controls.   Choose 'All' if spiff payments are considered for all sales irrespective of the final selling price, choose "Not Discounted' if spiff payments are only paid if the item is sold at the promotional selling price, choose 'Margin Controlled' if the margin achieved reaches a preset limit (SPIFF_MARGIN).  Choose 'None' if spiff payments are no operational.

SPIFF_MARGIN

Used when the SPIFF_CONTROL is set to 'Margin Controlled' and should be set the percentage threshold at which point the sale becomes eligible for a spiff payment.  

Split_Salesperson_1

New Commission reporting - Specify the percentage of commission payable to the primary salesperson.

Split_Salesperson_2

New Commission reporting - Specify the percentage of commission payable to the secondary salesperson.

SQ_UNIT_OF_MEASURE

Specify the legend to be used for square units when displaying measured goods.  (max 10 characters)

STOCK_LEVEL_DANGER

Specify an integer at which point the stock holding shown on the tablet is shown as critical (a red badge). Tablet

STOCK_LEVEL_WARNING

Specify an integer at which point the stock holding shown on the tablet is shown as low (an amber badge). Tablet

STOCK_OWNERSHIP

Specify how stock is to be tracked within the system.  Choose from 'Physical location' - the cost of stock is linked to the e location the stock is physical at and moves as the stock is transferred., 'Owner location' - The cost of the stock is owned by the location responsible for its existence and only changes if a cost of ownership transfer is processed. 'Physically tracked - sell by owner' - the cost of stock is moved with the stock as it is transferred between locations but sales are attributed to the stock owning (originating) location or  'Tracked by owner, sell by physical' - stock is tracked by its owner but transferred to the selling location at time of delivery.

STOCK_REC_OPENING

The Opening Stock Valuation.

STOCK_REC_START_DATE

The start date for the Stock Reconciliation Process.

STOCK_TAKE_EXCLUDE_SCHEDULED

Tick to Exclude Scheduled for Delivery Stock from the Stock Snapshot. Untick to include these items

SYNCHRONY_HOST

Specify the Hostname for the connection to the Synchrony API.  This option is operational only in the USA.

SYNCHRONY_MERCHANT_NUMBER

Enter the Synchrony Merchant Number.  This option is operational only in the USA.

SYNCHRONY_MINIMUM_AGE

Enter the Minimum Age for a Synchrony Application.  This option is operational only in the USA.

TABLET_FLOATING_BUTTONS

Tick to see floating buttons on the mobile/tablet application.  Untick to have fixed button on screen.  Floating buttons appear to the right of the page and appear to flat above the text.   Fixed buttons display along the bottom of the page and are fixed in position

TABLET_SHOW_STOCK_VALUES

Tick to show stock values by default on the tablet catalogue search.

TABLET_SO_CUSTOMER_LENGTH

Specify the maximum customer name length on the tablet sales order detail.  This is for display purposes only.

TABLETS_IN_USE

Not Currently used.

TAKE_NON_TILL_DEPOSITS

When operating with EPOS tills, tick the box to instruct SwanFRS that a deposit is to be seeded within the application and then recalled when payment it taken at the till. Untick to instruct the system deposits are only taken at the till or that EPOS tills are not in operation.

TAS_DATA_PATH

If using TAS define the path for the TAS books interface. Example – C:\TAS BOOKS 3\DATA1

TAX_CALCUATION

Specify the tax calculation to be used. Choose from 'Basic' which obtains the customer's address or 'Advanced' which forces entry of the state and country - and should be used when Not linked to Avalara.   This feature is for the American market only. market

TAX_CALCULATOR

Specify the name of an external tax calculator. Choose from None (internal), Taxware, ZipTax or Avalara

TAX_COUNTRY

When TAX_CALCULATOR is set, specify the default Country Code for Taxware or Avalara.

TAX_MODE

Specify whether the type of tax regime in operation. Choose from Single or multiple. Please refer to the multiple tax regimes document for information relating to the set up and commissioning of multi-jurisdictional tax systems. 

TAX_NO_NEXUS_CODE

When TAX_CALCULATOR is set, set the Tax code to be used when the company has no sales nexus.

TAXWARE_HOST

When TAX_CALCULATOR is set, specify the Hostname for the connection to the Taxware Enterprise REST API.

TAXWARE_MODE

When TAX_CALCULATOR is set, specify the Port number for the connection to the Taxware Enterprise REST API.

TAXWARE_PORT

Tick to indicate payments are to be processed via an EPOS till and then communicated to SwanFRS. Un-tick to indicate SwanFRS is to handle customer payments. 

TILL_DYNAMIC_LINK

Specify the type of till (POS device) connected to SwanFRS,  choose from 'Not Set', 'APS', 'Megabite', 'Oscar' or 'BTA'

TILL_IFC

Not Currently used.

TILL_IFC_DIRECTORY

When linking to a supported till solution, this field should be se the file folder used communications with the Till.

TILL_IFC_EPOS_LISTENER

When linked to a third-party EPOS tilling system it is necessary to define a file location to be used to store transfer data. Example -  \EPOSListener\FRS.dat

TILL_IFC_FRSNET_LISTENER

When linked to a third-party EPOS tilling system it is necessary to define a file location to be used to store transfer data. Example -  \EPOSListener\FRS.dat

TILL_IFC_PATH

When linked to a third-party EPOS tilling system it is necessary to define a file location to be used to store transfer data. Example -  \EPOSListener\FRS.dat

TILL_MIDAS_DESCRIPTION

When using Midas tills, specify the field in SwanFRS where the description is held, choose from Description 1,2 or 3, or a concatenation of description1 plus 2 and 3.

TRADER_ID

Specify the Third-Party Trader ID. This field is used solely in reporting and has no impact on SwanFRS operation.

Transfer_Note_Copies

Specify the number of copies required when printing transfer notes (1 or 2 copies)

TRN_SHOW_THUMBNAILS

Tick to show image thumbnails on the transfer note, untick omits any stock imagery from the print.

TV_DEALER_NO

Specify your dealer number required should your operation sell electrical equipment which requires the customer to have a licence (TV/Radio etc). This field is used solely in reporting and has no impact on SwanFRS operation.

TV_REG_NO

Specify your trader licence number required should your operation sell electrical equipment which requires the customer to have a licence (TV/Radio etc). This field is used solely in reporting and has no impact on SwanFRS operation.

UNCONFIRMED_DELIVERIES_DAYS

When the CHECK_UNCONFIRMED_DELIVERIES parameter operational, SwanFRS will check the aged of the delivery run and only produce the warning if the delivery run exceeds the number of days set here.   This allows for paperwork to reach the admin team or if the delivery run spans several days.

UNIT_OF_MEASURE

When displaying measured goods what is the unit of measure, For example Metre or Foot. (max 10 characters)

UNQ_CLASS_MAX_DEMAND_QTY

Specify the maximum quantity allowed to be ordered from supplier in one page add-to-order request, for a unique-class item. 

UPS_ENABLE_DESIGNER_ACTIVE_STATUS_HIGHLIGHTING

When using the UP board (salesperson allocation system), tick to turn on the salesperson allocation system. Available designers are highlighted in green; active designers are highlighted in yellow and partially signed-off designers highlighted in red.  Untick to turn is aspect of the UP board off.

UPS_GROUP_DESIGNER_VISITOR_ROWS_BY_ACTIVE_STATUS

When using the UP board (salesperson allocation system), tick to turn on the following sequencing the designer/visitor list to show available designers followed by active designers and then partially-signed-off designers.

UPS_SHOW_DESIGNER_VISITOR_LIST_POSITION

When using the UP board (salesperson allocation system), tick to show the position of the designer in the UPS designer/visitor list.  Untick to turn off.

USE_ADD_ON_FREIGHT_COST

Tick if 'add-on' costs are to be entered whilst processing the GRN invoice.   Untick if not in use.   When turned on and in partneship with the expense codes used in Set Up product pricing, SwanFRS will post the cost of 'add-on' lines to the specified freight expense codes and the cost is to be distributed across the stock items on the invoice.

USE_ADVANCED_DELIVERY_PLANNING

SwanFRS operates with two forms of delivery planning.  Ticking turns on the advance planning which allows the operator to pick a slot on a run and automatically updates the status of the delivery run dependent upon the bay locations of goods on the run.   Unticking uses the simple delivery planning whereby the operator needs only to select the delivery run and the order will be linked to that run.  When planning the status of the pick is manually progressed.

USE_ANCILLARY_COSTS_AT_ORIGIN

This parameter controls whether ancillary invoices are generated at time of purchase order creation and then processed once the invoice arrives (pre-payment for purchased goods) or when unticked, and in partnership with the 5 ancillary descriptions, allows costs to be recorded against products and services once the Stock Item has been generated. (pre-registered invoicing or reactionary invoicing).

USE_AUTHORISATION_OVERRIDE

Tick to use the supervisor authorisation protocols (temporary login for a single activity). Un-tick to turn this feature off.

USE_AUTHORISATION_OVERRIDE_PWD

Tick to use login passwords when requesting a supervisor authority code. Un-tick to bypass password authorisation. (Only used when USE_AUTHORISATION_OVERRIDE is ticked).

USE_BALANCEPAY

A tick indicates BalancePay is in use. This option is operational only in the Europe and the UK.

USE_BOOKING_IN_DIARY

Tick to turn on the supplier's booking in dairy, unticking turns this feature off.  The booking in diary provides a means of controlling the sequence of when goods arrive to smooth out spikes and to ensure sufficient staff are available to put stock away.   As a result of collating data, it is therefore possible to produce supplier delivery performance statistics. 

USE_CAN_APPROVE_FINANCE_PRIVILEGE

Tick to turn the finance approval protocols on. When operational only users with the appropriate privilege can approve finance applications. Un-ticking turns approval control off in that there is no requirement to authorise finance applications.

USE_CONTAINERS

Tick to turn on container processing. Unticking turns off this feature.

USE_CUSTOMER_TYPE

This field controls whether SwanFRS is to use its customer collation feature, choose from 'Do Not Use Customer Type' which effectively turns customer genre' collation off, or set to 'Use Customer Type' or 'Use Customer Type with Default' to turn the feature on.  When creating new customers, the customer type field will be blank unless the ‘Customer Type with default' option is used where new customers will be offered the specified default customer type.

USE_CUSTOMER_TYPE_LEVELS

Used in partnership with the USE_CUSTOMER_TYPE control, set the number of customer type groupings in use.  SwanFRS allows a maximum of 6 groupings per customer.  This parameter controls how many groups are in use (range 1 to 6 inclusive)

USE_DATA_EXPORT

Tick to enable the ability to generate CSV data files at various points in the system.  Unticking removes this feature

USE_DELIVERY_DAYS

Ticking shows the 'usual' delivery days (day of the week) delivery run operate to the delivery address of the sales order acknowledgement.   Unticking turns this feature off.

USE_DELIVERY_MANIFEST

Ticking instructs SwanFRS to generate a drivers manifest when the delivery run has been 'loaded' (stock picked and the note is ready to dispatch).   The driver’s manifest is a document showing the drop sequence of the run / addresses to visit.   If a delivery note is also required, this can be printed on the next screen.   Unticking tells the system to generate delivery notes instead of a manifest.   A delivery note is a separate document per sales order showing the customer's delivery address / products to deliver / collect and optionally a place to sign.   Both drivers manifests and delivery notes can be reprinted as needed.

USE_DETAILED_GRN

Ticking defaults the GRN process to show data at individual line level.   Unticking displays the detail at summarised level - i.e. one line for each SKU-Option combination.  It is possible to change this setting whilst in the program - this is simply a default setting.

USE_DETAILED_PO_DEMAND

Tick to default to the detailed (order line selection) option within Create Purchase Orders when creating POs by sales order.  Unticking defaults to sales order level control when raising purchase orders via the sales order listing feature.  It is possible to change this default seeing whilst in the program.

USE_DISCOUNT_TYPES

Tick to use pre-set fixed discounts or leave un-ticked to allow the operator to specify flexible discounts. Flexible discount offers no control over discounting whereas pre-set discounts restrict use and capacity.   when in used it is possible to use the USE_AUTHORISATION_OVERRIDE control to empower specific users to have flexible discounting rights. 

USE_ELAVON_TERMINALS

A tick indicates Elavon Card Payment Terminals are un use.  This option is operational only in the USA.

USE_FINANCE_RECEIVED

Tick to instruct SwanFRS to automatically calculate the value of finance expected using the subsidy rates set against the tender type. Un-tick to bypass the automatic calculation process.  In both cases the operator may change the cost of the service as necessary. 

USE_IO_BUYER_LIMITS

Turn on the ability to set buyer limits for operators which is used when creating or amending internal orders

USE_LOAD_CUBICS

Ticking tells SwanFRS that load cubics are to be used in the delivery planning suite. Unticking turns this control off.  A cubic is the space consumed by a particular product on the delivery run and requires dimensions of products to be entered to allow SwanFRS to calculate the delivery cubic.

USE_LOAD_SLOTS

Ticking turns on the delivery slots feature within delivery scheduling / planning.   A delivery slot is effectively a drop or location - A delivery run consists of a number of drops / slots which can be timed to give the customer an expectation of arrival time - slots are the most accurate way of seeing the utilisation of a delivery run.   Unticking turns this feature off.

USE_LOAD_TIME_SLOTS

Tick if the system is to assign a time to a delivery slot. The timings of slots are fixed however it is possible to move orders allocated to slots subject to the slot being ‘locked’.

USE_LOAD_WEIGHTS

Ticking turns the weights feature on for delivery scheduling / planning.   To use weight effectively the weight of each product needs defining.  SwanFRS will then calculate the load weight, this can be used to warn if the axle weight of the delivery vehicle has been exceeded.   Unticking turns this feature off.

USE_MANAGED_CATALOGUES

Tick to use managed catalogues which includes the capability to automatically calculate selling prices on product creation.   This feature is primarily for the US market.   Untick to turn off this feature

USE_MULTI_CURRENCY

Tick to indicate goods are purchased from suppliers using a variant monetary system.  Turning on allows exchange rates to be set and the base currency of the supplier defined.  SwanFRS will then allow purchase orders and invoices to be printed in the supplier's base currency whilst retaining costs etc in the retailer’s base currency. This feature relates to purchasing only and not sales/customer payments.

USE_NON_MATCHED_COSTS

Tick to allow the adjustment of cost prices on the purchase order after receipt when not using Invoice Matching.

USE_OUT_OF_AREA_DELIVERY

Tick to turn on outside carrier mapping to delivery postcode feature.  Unticking turns off this feature.   Outside carrier mapping allows the retailer to create a list of delivery postcodes where a specific external carrier will be used to deliver goods to customers.  When optional this method of delivery is enforced.  When not enforced the operator may choose.

USE_PAYROC_TERIMINALS

A tick indicates Payroc Card Payment terminals are in use.  This option is operational only in the USA.

Use_PO_Opt

Tick to inform the daily price refresh program to extend the scope to include  cut and roll costs for measured goods, and option prices for re-orderable stock.  The inclusion of these extra fields will increase the time required to build the price tables.  This field should be ticked when interfacing with a web system or using PO optimisation

USE_SERIAL_NUMBERS

Tick to Use Serial Numbers for Stock Items. Untick to turn this feature off.   Serial numbers are useful for recording warranty / service IDs or serial numbers for electrical goods.   Turn on allows control at SKU level as to which products require serial number, and which do not.

USE_SIMPLE_ADDRESS_ENTRY

Tick to use a simplified address format.  This option reduces the number of fields used to collect the customers details.  This field is not user amendable, to request a change please discuss with your implementation consultant or raise a ticket with the support desk.

USE_SO_AUTHORISATION

Tick to turn on dual authorisation of new sales orders. I.e. a store manager has to approve the accepted sales order. Un-tick to process single stage sales order acceptance.

USE_SO_SEARCH_PROFILES

Tick to turn on Find Sales Order Search profiles, untick to turn off.  A sales order profile is a pre-saved series of selection criteria which can be mandated on users.  Once set the user simply selects the profile, presses return which will result in a list of all sales orders matching the search criteria.   Profiles remove the need to respecify the search pattern each and every time a search is required. 

USE_STOCK_ALLOCATIONS_CONTROL

Tick to turn on the automatic selection of stock using search algorithms and remove the option for the salesperson to pick which stock item is sold to the customer (with the exception of local goods).  Untick to allow the salesperson to browse stock holdings and make selections.

USE_SWANPAY_TERMINALS

A tick indicates SwanPay terminals are in use.  This option is operational only in the Europe and the UK.

USE_SYNCHRONY

A tick indicates Synchrony Card payments are in use.  This option is operational only in the USA.

USE_TICKET_STYLES

Tick to Use Ticket Styles for Label Printing, unticking turns this feature off

USE_VAT_CODE_ID

When operating with a single tax regime this field should be ticked. If operating with alphanumeric VAT codes within your accounting package, then ensure its un-ticked. When operating with multiple tax jurisdictions then this field is ignored.

USE_VERIFONE

A tick indicates Verifone Card Processing is in use.  This option is operational only in the USA.

USE_WORKSTATION_IP

Specify which type of network is active.  A default workstation must be available at each branch or else login will fail.  Choose from  dynamic (dynamic IP allocation – use the default location from the users settings to derive the location),  fixed IP ( use the computers IP address to derive the location.), part IP (the login process will attempt to find a match on as much of the computers IP address as possible (partial IP mapping) or  mixed (the login process will attempt to find an IP address (fixed/part) and if not successful will use the users default location (dynamic) 

USER_PIN_MINIMUM_LENGTH

Specify the minimum PIN length (must be 6 digits or more) The PIN is used when logging into the Wi-Fi scanning device 

VAT_ DEPOSIT_CONTROL

Specify the account code to which VAT on deposits contra (control / balancing) values are posted.

VAT_ON_DEPOSIT

Specify the account code to which VAT on deposits are Posted.

VAT_SALES

What is the linked account's systems code for the 'default' rate of VAT for the sale of goods and services.   This is used as a default when setting up product groups and products within the system.  It is possible to set up overrides at for these elements where necessary. This is simply used as a default when setting up new data in SwanFRS.

VERIFONE_TCP_PORT

Specify the TCP Port Number for Verifone Card Processing (VeriFone default is 5015).  This option is operational only in the USA.

VERSION_NUMBER

The current FRS version number

WARN_UNALLOC_FUNDS

Not Currently used.

Warranty_Include_Groups

Tick to show if there are unallocated funds for the customer when viewing the sales order.  Untick turns the display off but not the unallocated funds functionality.   When unticked the customer may have overpayments or a credit on their account and the system will not notify the operator.

Warranty_Product_Groups

Specify the product group names to be included in the 'Warranty Summary' report as warranty items capable of having warranties sold against them.  This control has now been superseded by a new report 'Warranty' which checks for the word 'warrant' in either the product description or product group.

WEB_CATEGORIES

Specify the product group names to be included in the 'Warranty Summary' report as warranty items capable of having warranties sold against them.  This control has now been superseded by a new report 'Warranty' which checks for the word 'warrant' in either the product description or product group.

WEB_CATEGORIES_FORCE_PARENT

Specify whether web categories are to be used.  Choose from 0 to turn off this feature, or a value in the range 1 to 6 - this indicates the number of 'tiers' in use within the Set Up Web Features and Set Up Product Web Features routines. Web features are sent to a linked website and may be used for filtering products.

web_shop_userid

This field holds the default 'user id' for web shop orders.   This will be set when configuring the web integration and will correspond to a record within Set Up Users.  It is recommended that a specific 'Web User' is created for this which is NOT used by a human to access SwanFRS.

WEBSHOP_BLOCK_SELL_DISPLAY_STOCK

Tick to block the sale of display stock via the web interface, Unticking allows the web to reserve (sell) display goods - subject to them being visible to the web.

WEBSHOP_EXCLUDE_DISPLAY_STOCK

Tick to exclude display stock from the free stock via the web interface, Unticking allows display goods to be known to the web.

WEBSHOP_INCLUDE_PRODUCTS_WITH_OPTIONS

Tick to send 'Web Products with Options' to a linked website.  Untick to only send products without options to the web.   Only products marked as 'web products' will be sent.

WEBSHOP_USE_IMAGE_URLS

Tick to control the sending of product images to a linked web site.   Ticking sends image names / URL, unticking omits this data from the interface.

WEBSHOPSERVICE_FEEDBACK_RUN_ASYNCHRONOUSLY

Tick to set the web interface to run in background.  Unticking turns this feature off.

WRITE_OFF

This is the account used to record the cost of goods 'written off' - i.e. the value of assets disposed of via means other than confirming delivery.   This is the account used if there isn't a 'reason specific write off' account set.

WRITE_ON

This is the account used to record the cost of goods 'written on' (adhoc receipts of items not subject to purchase order processing) - i.e. the value of goods notified to SwanFRS where not GRNd (Good Receipted).   

XML_PO_AUDIT_PATH

Specifies the file path where audit copies of all generated XML purchase orders will be written.

XML_PO_CHAR_STRIP

When sending purchase orders via XML list the characters to be electronically removed from the file before it is transmitted. 

XML_PO_OPTION_DESCRIPTION

Specify the Description used by the export when sending purchase orders via XML.  Choose from 'Not Set', 'Model Number', 'SKU' or 'Description'

XML_PO_PATH

Specify the default directory where all XML purchased orders generated will be saved prior to communication. Example - C:\Intefaces\XMLPo\

Cost = 50

Selling (inc Tax) = 120

Selling (exc Tax) = 100

Tax 20%

Option

Calculation

MarginIncludingVAT

(selling - cost / selling ) * 100

E.g. (120 – 50 / 120 ) * 100 = 58.33%

MarginExcludingVAT

(((selling – TAX ) – cost) / (selling – TAX) ) * 100

E.g. (((120 - 20) – 50) / (120-20)) * 100 = 50.00%

MarginExcludingAllVAT

(((selling – TAX) – cost) / (selling – TAX) ) * 100

E.g. (((120 - 20) – 50) / (120-20)) * 100 = 50.00%

MarkupIncludingVAT

((selling – cost) / cost) * 100

E.g. ((100 – 50) / 50) * 100 = 140%

MarkupExcludingVAT

(((selling – TAX) – cost) / cost) * 100

E.g. (((100 – 20 ) – 50) / 50) * 100 = 60%

Transaction

Cost Centre 1

Cost Centre 2 (same as 1 unless stated)

ID

Type

Physical Location

Owner Location

Physical Location

Owner Location

10

Cost of Sale

Sales order

Sales order

20

Write On (Auto)

Stock holding

Stock owner

20

Write On (Through program)

Stock holding

Sales order

21

Write Off

Stock holding

Stock owner

21/51

Write Off Reversal

Stock holding

Stock owner

22

GRN

Goods receipt unless home delivery where the sales order is used.

Purchase order unless home delivery where the sales order is used.

22

Post GRN Cost Adjustment

Stock holding unless home delivery where the sales order is used.

Purchase order unless home delivery where the sales order is used.

22

Post GRN Cost Adjustment Over receipts

Stock holding unless home delivery where the sales order is used.

Purchase order

23

RTS

Stock holding

Stock owner

24

Delivery

Sales order

Sales order

Stock holding unless home delivery where the sales order is used.

Stock owning unless home delivery where the sales order is used.

24

Return

Stock holding unless home delivery where the sales order is used.

Stock owning unless home delivery where the ales order is used.

Sales order

Sales order

29

Transfer

Stock receiving

Stock sending

41

GRN Reversal

Goods receipt unless home delivery where the sales order is used.

Purchase order unless home delivery where the sales order is used.

Stock holding unless home delivery when the sales order is used.

Purchase order unless home delivery where the sales order is used. h

42

Invoice Accessory/Measured Cost Discrepancy

Goods receipt unless home delivery where the sales order is used.

Purchase order unless home delivery where the sales order is used.

42

Invoice Cost Discrepancy

Stock holding unless home delivery where the sales order is used.

Sales order location

42

Invoice Detail RTS Discrepancy

Stock holding unless home delivery where the sales order is used.

Sales order location

42

Invoice Detail Write Off Discrepancy

Stock holding unless home delivery where the sales order is used.

Sales order location

43

RTS Reversal

Return to supplier (stock holding at time of RTS)

Stock owning

44

Credit Note Cost Discrepancy

RTS unless is a home delivery where the sales order is used.

Sales order