General Settings

General Settings in Cargo Books allow you to fine-tune the financial entities associated with shipments, akin to providing each one with a distinct naming style, sequence, and time zone. This customization ensures a streamlined, organized, and sequential approach to managing financial aspects, promoting efficiency and clarity in your operations.

Navigation

1. Click the menu in the side bar.

2. Under Settings -> General Settings.

3. In the left sidebar, find the list of financial-related entities.

4. Select the desired entity.

5. This will open the naming customization window for that particular entity.

6. Enter the details as required.

7. Once finished, click the Save button.

Settings Information

Setting	Description
Prefix	Set a specific prefix to be displayed before the estimate number.
Suffix	Define a suffix to appear after the estimate number.
Restart Sequence	Opt to restart the numbering sequence for estimates.
Next Number	Determine the next number in the sequence for estimates.
Pad With Zero	Choose whether to pad the estimate number with zeros for consistent formatting.
Time zone	Specify the timezone to be associated with estimates, ensuring accurate timestamping.