With BrokerWare (BW) users have the option of setting system wide defaults to assist in managing their business. For example, these defaults allow users to set minimum mark ups, or the standard shipping date to use on your customer invoices. It is recommended that these are set immediately once your BrokerWare system is set up, and can also be adjusted at any time. Some of the defaults available are especially important to the function of your system. Always read the description of each default carefully prior to applying any changes.
Getting Started
The defaults page is accessible to administrator logins only. It can be accessed by selecting “Default Parameters” from the Admin Tools section, or from the Admin drop down menu in the navigation menu (note: the navigation menus will be changing with the October 2010 update, and defaults will then move to the new “Setup” drop down menu.)
Defining a default – Each default listed has a name which contains an abbreviation to indicate which area of the system it is for; “Comm”, “Operations”, and “Customer” are some examples listed. The remainder of the name following the abbreviations, dictate the action of that default.
How to Change a Default
From the default page, changes can be made based on your company standards and preferences by selecting the “Edit” link to the right of the default needed to be changed. Some defaults will only accept certain entries, which are listed in the description field of the default. Changes to defaults are system wide, unless other levels are set said criteria. For example, the “UserLTLMaxDisplay” setting can be modified at the customer level as well as on the defaults page. Hence, when changed at the customer level, changing the default will only change those that have not been modified.
Commonly Used Defaults
The most commonly used defaults are those pertaining to commissions, customers, and operations. These defaults allow users to set the absolute minimum profit margin, the default commission amount, and allow customers the ability to see carrier tracking data. Inspecting default settings to ensure company standards and preferences are met is recommended.
Defaults not Pertaining to Your System
With the scalability of BrokerWare, not all defaults may apply to your system. For example, if your company decided not to purchase the customer portal access, the defaults labeled “User” or “Customer”, will not apply to your company’s system of defaults. Please read each default description carefully before making any changes.
In addition, upgrades to BrokerWare can be done at anytime if your company decides to utilize these functions. Please feel free to direct any questions to our support department at (800)965 - 8205.
