Introduction
The Local Settings screen contains workstation specific data. Each user can define their default printer(s), language, and other information unique to their workstation. You may find this in RMA under File> Local Settings.
Desktop Tab
The Desktop tab contains default settings that generally affect the user’s interaction with the Customer Information screens. This is also where you can setup custom Program Language
.
Default Tab in Customer Info Screen: Select the default tab to display when accessing the Customer Information screen.
Customer Info/Credit default page: Select the default screen to display when accessing the Credit tab of Customer Information.
Default Equipment Status Customer Info: Select the default equipment status code assignment to display when accessing the Equipment tab of Customer Information.
Browse Order: Select the default sort option to use when accessing the Browse window in Customer Information.
Disable Browse in Customer Information: Select this option to disable the ‘Browse’ button on the toolbar from within the Customer Information screens.
Browse Only Active Accounts in Customer Information: Select this option to only show active customer accounts in the Customer Information Browse window.
Top Item in Find: Enter the default field to search in after selecting the Find option within Customer Information.
Use left to right search on lookups: Select this option to prevent the program from searching in all areas of each field when using the Find option.
NOTE: With the above option selected, Route Manager will only search based on left-to-right lookup.
Use Caller ID with Advanced TS Client: This option requires special telephone equipment and a TAPI interface to provide caller ID information directly to each workstation. Contact Advantage Route Systems for further information.
Display Statements on Drill-Down: Select this option to display Statement Numbers instead of Invoice Numbers within the Invoice Lookup section of Customer Information (select only if you are using Statement Numbers).
Number of Periods in Drilldown: Enter the number of periods (months) to use to automatically select drilldown period when entering the Invoice Drilldown screen (from 0-14).
Package Plan Contract Expiration Days (Package Plan Module): Enter the default number of days to add to the expiration date when assigning a customer to a Package Plan.
Do Not Preview Invoices: Click this box to automatically send invoices to the printer when double-clicking on them.
Order by Start Time in Route Pre-Sale: Select this option to sort customers displayed on the Route Pre-Sale screen according to the Start Time listed within the PreCalling tab of each customer’s account.
Prompt to ‘Edit’ Customer after completing wizard: Select this option to enable a prompt when completing the New Customer Wizard that will display the Customer Information screen for the account in edit mode.
Miscellaneous:
Don’t Use Autosense on Find: Select this option to prevent the program from ‘sensing’ the field to search based on the data entered.
Default Payment Type: Select the default payment type you would like to use when adding a new payment to Route Manager.
Program Language: Select the language file that will be used on this workstation. For more information on language options within Route Manager, refer to Chapter 1.04 of the Supplemental Guide.
Check Scanner (Check 21 Module Only): Select the check scanner being used.
Login Message Display: Select the default tab to view on the Login Messages Prompt.
Drives:
Card Reader: If your computer is used for data transfers via card reader, enter the letter of the active drive. If there is more than one slot, enter the letter for the default slot.
Use Delete Method Instead of Format to Clear Card: Select this option to delete route data on a card, rather than format, when performing a Prepare Data Card function.
NOTE: This option is helpful for users that are connecting to Route Manager via Remote Desktop connection to process route cards.
RMLive (Optional Module):
RMLive Refresh Rate (in seconds): Enter the refresh rate that should be used within the RMLive Dispatch screen.
Show Weight Option in RMLive: Select this option to display weight totals per delivery vehicle within the RMLive Dispatch screen.
Communications Tab
The Communications tab includes wireless handheld transfer and e-mail options. This tab is most commonly skipped over and not used.
Net/Wi-Fi only: Select this item if you only use a Wi-Fi Connection to your handheld for data transfers.
Net/Wi-Fi and Cable: Select this item if you use a serial cable for communications between the handheld and the desktop.
Net/Wi-Fi and Modem: Select this item if the handheld connects to the desktop via dial-up modem.
Start Downloads at: Input the time (in military format) that you wish to initiate data transfers on each handheld.
Advanced Comms. Monitor Refresh (in seconds): Enter the number of sections to force the Advanced Communications Monitor window to refresh. By default, it refreshes approximately every 15 seconds.
SMTP Settings for EDI: The SMTP Settings are used when using the EDI module and automatically sending the EDI file via email.
SMTP Server Address: Enter the I.P. address or host name of the SMTP Server.
SMTP Port: Enter the SMTP Port that should be used for transferring data.
Use SSL (Secure Sockets Layer): Select this option if SSL security will be used during transfers.
Use Login Authentication: Enter the authentication code (or password) to process SMTP transfers.
NTLM Authentication: Select this option if NTLM authentication will be used.
Login Name: Enter the login name used to access the SMTP Server.
Login Password: Enter the password used to access the SMTP Server.
Directories Tab
The Directories tab contains directory options used for exporting backup files, reports, and optional modules.
Directories:
Backup Directory: Enter a directory that will be used when creating RMA backups.
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Browse Button: By clicking this button next to each option you are able to browse for the directory or file you wish to use.G/L Output Directory: Enter a directory that will be used when exporting the G/L Report.
Backup: Select this option to create a backup file containing G/L information each time the file is exported.
Credit Card Processing Directory (Electronic Funds Module): Enter a directory that will be used when exporting credit card data.
Backup: Select this option to create a backup file containing current credit card data each time the file is exported.
Bank Transfer Processing Directory (Electronic Funds Module): Enter a directory that will be used when exporting ACH data.
Report Output Directory: Enter a directory that will be used when exporting reports.
CMC Attachment Directory: Enter the directory that contains any PDF attachments that you will send through CMC to your customers.
Printers Tab
The Printers tab allows you to define all the printers that will be used at each workstation. Each printer available at your workstation will be displayed within the drop-down list next to each item.
Standard Printer: Select the printer that you would like to use most commonly.
Always Prompt For Delivery Order Printer: Select this option to always prompt the user to choose the Delivery Order Printer.
Use Standard Printer for all Printing: Choose this option to use the Standard Printer for all your printing needs.
Afternoon Report Printer: This printer will be used when processing reports during the Afternoon Card function.
Delivery Order Printer: Select the printer that should be used when processing Delivery Orders.
Impact Printer (Requires Additional Setup): This option applies to impact or dot matrix style printers, and generally required program customization.
9 or 24 Pin Head: Indicate the type of impact/dot matrix head.
Label Printer: Select the printer to use when processing mailing labels.
Laser: Select this option if you are using ‘Avery’ style labels.
Statement Printer: Select the printer to use when processing customer statements.
Invoice Reprint Printer: Select the printer to use when reprinting invoices from the desktop.
Use Invoice Reprint Printer for Statements with Invoice Copies: Choose this option to print statements with invoices using the Invoice Reprint Printer above.
BOL Printer: Select the Bill of Lading printer to use.
Packing Slip Printer: Select the printer that will be used for printing packing slips.
Equipment Label Printer: Select the printer that will be used for printing equipment identification labels.
PostScript Printer (Requires Additional Setup): Select an installed ‘Postscript’ printer used when processing PDF files for emailing customer statements, invoices, and reports. Refer to Chapter 2.12 of the Supplemental Guide for further information.
Path to Ghost Script: Enter the path to the ‘Ghostscript’ program used for processing PDF files for emailing customer statements, invoices, and reports. Refer to Chapter 2.12 of the Supplemental Guide for further information.
POS Printer Type (Enhancement for One Customer)
Desktop
Handheld
Serial Port for HH Printer Type:
Remote POS Printer Name: Enter the name of the remote POS Printer name.
POS Cash Drawer COM Port: Enter the p ort number for the POS Cash Drawer COM
Reports Tab
The Reports tab allows you to define options regarding some reports/screens in the program.
Presale Message Copies: Enter the default number of Route Pre-Sale Orders to print automatically once Save is selected.
Delivery Order Copies: Enter the default number Delivery Orders to print automatically once Save is selected.
Delivery Order Copies (number of copies): Select the default number of copies to print for the Phone Messages.
Phone Message Custom Format: Select the format to use for you phone message.
Use 8 1/2 x 11 Invoice format: Check this box to print all invoices in full page format from the desktop.
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This option is no longer available in R7+ builds.
Include Payment Voucher on 8 1/2 x 11: This option lets you include individual payment vouchers with each full page invoice printed.
Print Invoice Copies One Per Page: Select this option to only include one invoice per page when printing multiple invoices from same account.
Use enhanced report generator (beta): Select this option to enable an enhanced report “Preview” option that enables additional features when printing reports (such as exporting, searching, etc).
NOTE: Exit Route Manager completely and login again after enabling/disabling this feature.
Colors Tab
The Colors tab allows for customizing the color scheme and background colors in Route Manager. Each user can modify these values to personalize their Route Manager experience.
Browse Grid: Each user can control the colored bars displayed within the various Browse windows in Route Manager.
Browse Orientation Bar: For each color listed, enter a value between 0-255. The higher the number entered, the brighter that color will be. Experiment until you find a color combination that is right for you. You may also click on the colored Box to be shown a list of default colors.
Every () Lines: Indicate how often a colored line should appear.
Desktop and Forms:
Each user can also control the Form (each window within Route Manager) Background color as well as the RMA Background Color.
Form Background Color: For each color listed, enter a value between 0-255. The higher the number entered, the brighter that color will be. Experiment until you find a color combination that is right for you. You may also click on the colored Box to be shown a list of default colors.
RMA Background Color: For each color listed, enter a value between 0-255. The higher the number entered, the brighter that color will be. Experiment until you find a color combination that is right for you. You may also click on the colored Box to be shown a list of default colors.
Restore Default Colors: Select this box to restore the Form and Route Manager Background colors to the default color scheme.
Restore to legacy Gray: Select this box to restore the gray color scheme found in older versions of Route Manager.
My Toolbars
The My Toolbars Tab allows each user to establish up to 16 different shortcuts that appear in the toolbar area in Route Manager. This is extremely helpful for those users that use the same screens over and over, saving them time from having to navigate to them via the standard drop-down menus.
Once in Modify mode, select an existing icon, or one of the red X’s on the screen to modify/setup that buttons shortcut.
Change Icon: Select this option to choose an icon to be used for the selected buttons toolbar shortcut.
Set Function: Select this option to define what screen or feature in Route Manager this shortcut will direct the user to when selecting the button on the tool bar.
Clear: Select this option to clear the Icon and Function settings for the selected button.
Route Status Bar: This is used with the option under Tools > Show/Hide Communications Toolbar. This will create a toolbar across the top of Route Manager with your routes and the status of their upload/download.