The application settings can only be accessed and configured by an administrator of the application. The settings are available from the Your Name -> Settings dropdown menu. The settings are separated by category to which they correspond.
At the top of the Settings page, there is a Test Email Configuration section that allows you to send test emails to verify your email settings are working correctly.
| Field | Description |
|---|
| Send Test Emails To | Enter an email address to receive test emails. Clicking "Send Test" will send two test emails: one using the Notification Mailer settings and one using the Invoice Mailer settings. This helps verify that both email configurations are working properly. |
| Field | Description |
|---|
| Order Archive Cutoff Date | Only orders created after this date will show up in the Orders / Search and Dispatch pages. This is useful to improve the performance of UTX Freight by reducing the time range of accessible orders. |
| Field | Description |
|---|
| GST Number | The GST Number shows up on the invoice and should be set if your company has a GST Number. The format should be "#00000000RT0001" |
| QST Number | The QST Number also shows up on the invoice and should be set if your company has a QST Number. The format should be "#0000000000TQ0001" |
| Default Terms | Set the default Invoice Terms for all companies when creating new invoices. Available options include: Due on Receipt, 10 Days, 15 Days, 21 Days, 30 Days, 45 Days, 60 Days, 90 Days. |
| Order Start Date | When creating an invoice, only orders completed after this date will show up. This is useful if you were not using UTX Freight for invoicing in the past. |
| Message | The invoice message will be added to the header of each invoice and can include any accounting related information that should be communicated to the client. |
| Field | Description |
|---|
| NIR Number | The NIR Number appears on PODs (Proof of Delivery). The format should be "R-000000-0" |
| POD Footer | This message will show up in the footer of each POD document. |
These settings configure the base SMTP server connection that may be shared by both Invoice and Notification mailers.
| Field | Description |
|---|
| SMTP Address | The SMTP server address (e.g., smtp.example.com) |
| SMTP Port | The SMTP server port (e.g., 587) |
| SMTP Authentication | The authentication method used by the SMTP server (e.g., plain, login, cram_md5) |
These settings configure the email account used specifically for sending invoices to customers.
| Field | Description |
|---|
| Domain | Domain used for sending invoices (e.g., yourcompany.com) |
| Username | Email address used to send invoices (e.g., user@example.com) |
| Password | Password for the invoice email account. Leave blank when editing to keep the current password unchanged. |
These settings configure the email account used for sending system notifications (order updates, dispatch notifications, etc.).
| Field | Description |
|---|
| Domain | Domain used for sending notifications (e.g., yourcompany.com) |
| Username | Email address used to send notifications (e.g., notify@example.com) |
| Password | Password for the notification email account. Leave blank when editing to keep the current password unchanged. |
| Field | Description |
|---|
| Admin Email | Used for system notifications and as the Devise sender address for password resets and other authentication emails. |
| Accountant Email | Default "From" address for invoices. This is used if the Invoice 'From' Override is not set. |
| Invoice 'From' Override | Overrides the default accountant email if set. Can include a display name (e.g., "Accounting Dept <accounting@example.com>"). |
| Invoice Default CC | Default CC address that will be automatically added to all invoices sent via email. |
