Settings
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Settings Overview
Data Management
Automations
5 min
choose settings from the main navigation, then select automations from the left side navigation panel inventory auto select change the status options that are displayed in the production module by clicking the checkbox next to any of the status options if the checkbox shows blue with a white checkmark, the status option will display click the checkbox again to deselect the status option, removing it from the auto select status options in the production module click the save button to save changes inventory status choose the default display option for finished products click the box labeled default inventory status , the select the desired option from the dropdown click the save button to save changes formulation use the options in this section to update options and requirements within the formulas module formula capsule weight range percentages change the default percentages used for the lower and upper limit for capsule weight range requirements by entering the desired percentages in the respective fields target weight determination to determine the target weight of a product with an average of the weight ranges, click the toggle to switch it to the on position this will update the formulas module to automatically calculate and include the target weight as an average of the weight ranges formula ratio to display the formula ratio as a percentage in the formulas module, click the toggle to switch it to the on position sales order > formula selection to only allow for the selection of locked formulas when a formula is selected in the sales order module, click the toggle to switch it to the on position customer approval of formulation to require a step for customer approval of formulations, click the toggle to switch it to the on position this will add a required step in the formulas module for customer approval click the save button to save changes