The Configuration form can be accessed either through the main screen menu item File, Configuration, or from the printing form.
If you wish to change from the default font, "Arial", click the [...] button and select another. Note that not all fonts print the same way as they display in the viewer!
Your company information is shown in the upper left corner of all orders. You may either use text for this, or select a graphic file to use instead. If you use a graphic, make sure it does not exceed roughly 300 wide x 100 tall.
Printer "Fit" Adjustments
Proposal/Invoice creates .html documents (web pages, essentially) and displays them in a scaled-back web browser for preview and printing. If your printed output does not look like you want it too, these three adjustments may be helpful. Each is changed by clicking the [+] or [-] buttons, or returned to the default setting with the little "default" button.
"Over-all width of form" adjusts just that - over-all width. The default is 640, which works well with most printers set at their default margin widths.
"Bottom of form spacing" adjusts the placement of the totals and the signature line on your forms. It is literally the number of blank lines inserted between the top of the form and the bottom. The program counts the number of line items your order contains, subtracts that from this figure, and inserts blank lines. The goal is to make it so most documents fit neatly on a single page. If your documents are spilling onto two printed pages (even though they only have a few line items on them) then decrease this value. If the signature line is always further up than you want it to be, increase the value. Obviously, if you have a great many line items on a single document, it will go to two (or more) no matter what.
"Characters in description lines" is related to bottom of form spacing, over-all width, and your font selection. If your line item descriptions are so long that they wrap to more than one line, then one less blank space needs to be inserted to keep the bottom of the form in place. This value is an estimated average number of characters each line item description contains. Think of this as the "fine" adjustment, after you have settled on a font and an over-all width.
If you have called the configuration form from the Preview / Print form, then the "Rewrite" button will be enabled. Click it, and the document will be re-displayed immediately so that you can check it's appearance, printing characteristics, etc.
"Print document numbers" - by default, document numbers are used. If you don't want the numbers printed on the forms, uncheck this box.
"No. Prefix" - This optional field is used to prefix document numbers with up to ten additional characters. Possible uses might be to differentiate between regional offices of the same company, or to flag order numbers with your company acronym (making them easier to locate in other systems). If the field is empty, it is not used at all.
"Place manufacturer name before description in line items" - if this is checked, the manufacturer name is appended before the part number / description in line items. If not checked, the manufacturer name does not appear at all in the line item.
"Use "On Hand" column in stock items listing" - This optional feature adds another column in the Stock Items list which you may use to keep track of how many of each item you have on-hand. It's entirely manual - right-click on any item to adjust the quantity.
Tax shipping charges - This is a "global" change that makes the program add shipping costs and material costs together before calculating tax. By default, this is not done (no tax is figured on freight costs). If shipping charges are taxable for you, check this box. If in a multi-user environment, make sure everyone is set the same!
Default tax multipliers - enter a decimal value here and it will be inserted into all new orders automatically. Note that You may also rename the two tax fields whatever makes sense.
Check the e-mail method you wish to use - Direct via SMTP server, or System MAPI client.
The final items on the Configuration form are the Data Folder selections. Proposal/Invoice is a multi-user application. Select the same shared folder for all users, and everyone will have access to the same data, saved documents, etc. If you wish to have multiple document sets with access to the same stock items, change the stock items directory to be different than the main data directory. You can also set a common ShareCon data directory (if you are using ShareCon to store names & addresses).