Settings

Peppercan System Settings Explained

by Peppercan Support on March 23, 2012

in Settings

This lesson is essential for anyone setting up Peppercan for their own company use. The default settings fit most situations. Privileges needed to change system settings: – System administrator Open System Settings To access Peppercan system settings, click "Settings" –> "System settings" General System Settings General: 1) Default time zone: Global setting for default time […]

Receipt Type – What Are They and How Do I Edit Them?

by Peppercan Support on February 2, 2012

in Settings

  Receipt types are used in combination with product settings to control payment terms and to invoice customers with for example different taxation requirements (some markets require the separation of services and goods to different invoices and receipts from single quotation and this is where two different receipt types are needed to be connected to […]

How do I edit and change a user name?

by Peppercan Support on November 15, 2011

in Settings

  Sometimes you may want to correct a mistake in a user name or even reassign a user account to totally new person. This lesson shows how to edit and save a new user name. To learn how to create a totally new user, see this lesson. Editing a user name requires the following privilege: […]

Create Default Email Texts for Emails Sent from Peppercan

August 10, 2011 Settings

  You can set different default emails for any email sent from Peppercan following this lesson. After setting up any of the emails using this lesson, users who use the specific email is offered the default text which then can be modified before sending out.   Privilege needed to create default email texts: – Settings […]

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Setting Up Peppercan

August 10, 2011 Settings

  This document explains the basic first steps to setup your Peppercan. You need system administrator rights to perform most of the steps. Make sure to follow through this lesson on additional system settings. Quick Overview of Peppercan setup steps Running the scripts First phase in setting up a Peppercan account is done by Peppercan […]

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Select PDF Style for Your Documents

August 10, 2011 Settings

With Peppercan you can select between different quotation styles using preset PDF styles. Use this lesson to learn the differences between them. Note! Selected PDF style does not take effect on documents created before the change. User privilege required to select PDF style: – Settings Administrator Select System Settings To change PDF style, go to […]

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Send Automatic Copy of Every Quote, Invoice and Receipt to Someone Else and Replace User’s Own Address

August 9, 2011 Finance

  When sales people send quotes, by default they are shown to recipients as being sent from the email address attached to their Peppercan account. Same goes to sending out renewal emails and invoices. But using reference emails, you can replace both the sent from user address with common company address, for example in case […]

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Set Company Level Monetary Targets Per Quarter and 4 Years Ahead

August 5, 2011 Settings

You can set company level revenue or gross profit targets quarter by quarter basis. You can do this on same KPI (Key Performance Indicator) view as you set up sales people targets. Company level monetary target uses information from the closed sales opportunities by all the sales people and will show in the dashboard sales […]

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How do I add for example signature field for my invoices? Adding text to invoices

May 26, 2011 Settings

In Peppercan you can add many types of customer text fields to for example quotations, invoices and receipts. This lesson shows how you can add for example field for recipients signature to your invoices. Creating and editing invoice types requires the following user privilege: – System administrator Open Invoice Type Go to Settings–> Invoice Type […]

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How do I Set up Share with connections for users?

April 29, 2011 Settings

Share with is used for mainly two reasons, in two situations: 1) This is useful when contact owners keep their contacts private but want to share some contacts with someone else in the company. Sharing a contact gives the other user access to view that contact and interact with it. But this relationship does not […]

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