Support • PartBase PRO Manual

Setup sections: Company Information, User Access, Defaults & Lists, Sales Module Settings, Preferences

Defaults & Lists Screen

Default Search Grid Options - This is the default settings for the Search screens. You may choose a bold font or change the font size. You can also select how you want the Search Screen toolbar to be displayed. These settings are used when a new user is added. Existing users can modify their own Search Grid Options in Preferences

Lists - This is where dropdown list choices are modified which is used in various screens in PartBase.  Each of the following lists are maintained the same way. When clicking on the "Company Types", "Terms", or "Ship Via" buttons, the "Manage Lists" drop down menu appears.

You may modify the text, by clicking on it. Clicking on "Add" will create a blank line where you can enter in the new list item. Clicking on "Delete" will delete the currently selected list item. Click "Close" to close the "Manage Lists" windows.

		The Company Type list is used in company information and in company reports.
		The Terms List is used in company information and in invoicing. If you have the Sales Module, you will also have a "Due in # days" column. Enter the default # of days the payment is due date based on the terms of the invoice. For example, "NET 5" is due in 5 days.
		The Ship Via List is used in company information and in invoicing.

Enable user list at login - Check this option if you want a selectable userlist at the PartBase login window

Remember last login - Check this option to have PartBase remember the last user logged in and to default to this username at the next login

View Classic Menu on Startup - This is the default option for the PartBase Classic Menu startup when new users are added.

Inventory "Updated" date - This option is used in the Inventory Module.
Check this option to use the "Updated" date as the last modfied date. Whenever the inventory item is modified, this date will be the date the item was edited.
If this is unchecked, the "Update" date field will only refer to the last time the Resale price was edited. This is the default setting.

If any settings were changed, click on "Save" to save settings.