Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.



 

From the Settings menu, click General.



 

General Settings

Locale - The Locale setting controls:

• Date and time formats: screens, PDF printouts, tasks and date pickers, reports, emails, uploads, signatures, and date parsing in order batch imports.
• Regional translations: combined with the user’s language to pick a variant like sv_FI.
• It does not control:
  • UI language (that comes from the user)
  • Timezone
  • Currency or number formatting

Timezone - The Timezone setting configures the time settings for the entire environment. This setting configures the entire Fixably environment and supports a single timezone.



 

Repair Business Type - Fixably supports multiple types of repair businesses. Select what makes the most sense for your business.

Require Business ID for Companies - Enabling this option will require setting a Business ID in Company Profiles.



 

Lock products - Removes the ability to create new or modify existing products from those with User access permissions. To create a new product or change an existing product, a Fixably Administrator will need to perform the required action. 



 

Validate Order - Restricts the ability to close orders in Fixably unless one each of the following note types are added to the order: Issue, Diagnosis, Resolution. If any of these notes are missing, the Close button will remain unavailable.



 

Set default reception note type to "Detail" - Sets the default note type to Detail in all orders.



 

No shop assistant auto inside - Disables automatically setting the Internal Location to In Service when a Fixably user with the Shop Assistant role adds a device to an Order.



 

Hide "Charge" option - Removes the Charge option from the Payments menu for all users.



 

Do not require orders to be charged - Allows orders to be marked as Picked Up or Shipped without being Charged or Invoiced in the Payments menu.

 

Additional references - Creates custom-defined reference fields that are displayed in all orders in Fixably. 



 

Note minimum length - Define the minimum number of characters required in notes. Notes saved with fewer characters than this value will indicate that the minimum length has not been met.



 

Round prices - Three rounding options are available.

Show 'Out of Warranty' prices on printouts - When warranty products are added to an Order, the product pricing is shown as $0.00 on Printouts. With this setting enabled, a column is added after the product information that displays the non-warranty price of the product. 

Allow Dispatch Undo - This setting allows Administrators to undo a Product that has been accidentally Dispatched from the system. 


 

Social Security Information - For regions that require specific social security numbers listed on Paperwork, enable the below settings as needed.

• Enable support for social security number
• Enable user social security number in macro
• Enable user social security number in API
  
  

Enable this option will allow only one device to belong to an open order -  This setting prevents creating a new Order via a Macro for a device already attached to an open Order.