Red Box: Company Registration Information (shows up on reports as company header)
Blue Box: Sets industry specific settings for RouteStar.
Orange Box: Default QuickBooks template, AR account and sales tax rate.
A) Turns off Syncing with QuickBooks.
B) Internal number for a new customer created in RouteStar.
C) Internal number for a new purchase order in RouteStar.
D) Default Purchase Order template from QuickBooks.
E) Default sales rep from QuickBooks if none selected.
F) Shows service address on Packouts.
I) Invoice goes to Quickbooks as a Sales receipt.
J) Account that sales reciept should go to.
K) Imports sales orders from QB's.
L) Puts route number in front of Invoice number.
M) Custom verbage before signature.
N) Next item barcode number.
O) Show case and each on invoice.
P) Shows invoice line serial numbers.
Q) Shows item group on invoice.
B) Displays the customers phone number on route sheets.
C) Displays a popup when changing a date on the route schedule allowing you to update all the stops to the new date.
D) Lets you select the version of the route sheet (Version 1, Version 2, Version 3)
E) If a new stop is added to the schedule it will re-number the other stops accordingly.
F) Allows mapping with Microsoft MapPoint (Requires MapPoint to be installed).
G) Allows you to add customer to QB's.
H) Use to change title to Ticket or Invoice.
I) Allows you to set the next Invoice number.
J) J: Shows fill capacity of customer pricing items on invoice printout.
K) Shows customer balances on ticket.
L) Shows the Invoice quntity on ticket.
M) Shows the total on the ticket.
N) Allows you to select the invoice print version.
O) Shows average delivery amount.
P) Allows you to track inventory on preferred items.
Q) Shows tax code.
A) Display the customer balance on work orders.
B) Show the customers billing address on work orders.
C) Display the customer phone number on work orders.
D) Display the subdivision and gate code on work orders.
E) Show Ship Address Line 1 on the task list.
F) Print task type questions on work orders.
G) Print rental items on work orders.
H) Task print-out template.
J) When pressing the route schedule button you will be prompted to add open tasks onto the schedule
K) When printing route sheets that customers also have tasks for, it will show a task summary on the route sheet.
O) Picks the default sales rep for tasks.
P)Print out customer work order history on tasks.
Q) Show customer notes when printing tasks.
R) Displays route info for customer on task printout.
S) Displays customer equipment on task printout.
T) Display checklist on task printout.
U) Be prompted to send email of task to employee when creating a new task.
V) Notify customer via email on task completion.
W) Be prompted to send email of task to customer when creating a new task.
X) Receive a popup if the customer doesn’t have an email address.
Y) Displays task specific notes on task printout
Z) Convert all task text to upper case
AA) Lets you edit the default Service Call Length
AB) Lets you edit the default Schedule Start Time on schedule view
AC) Lets you edit the default Schedule End Time on schedule view
A) Email settings for sending emails from RouteStar, not required as it will use our internal server if left blank.
B) When sending emails from RouteStar, we will include this in the “footer”
C) When pressing email on the route schedule you can set the default message here
D) When pressing email on the task list, you can set the default message here.