Settings
Enabling Factory
18 articles
ProfileManage Profile settings and Sign out of Factory
Fiki (Factory Wiki)Our Fiki provides an explanation of terms, navigation and other content to make your use of Factory even easier than it is.
Resetting a PasswordChange/reset your password
NotificationsTrack messages you've been @ mentioned in
Settings: TeamManage users, roles, and permissions within the account
Settings: Document TemplatesManage and customise templates used across documents such as quotes, orders, and invoices
Settings: PurchasingConfigure account's Purchase Order Settings
Settings: Time TrackingConfigure account's Time Tracking Settings
Settings: CompanyConfigure account's Company Settings
US MeasurementsSupporting Imperial measurements in lineal feet and square feet
Settings: Integrations (MYOB)Set up and manage the MYOB integration.
SettingsThe following guides outline each section within Settings to support efficient and accurate system configuration
Settings: QuotesConfigure quote settings, including email options and default messaging for Quotes and Proforma Invoices
Settings: SalesConfigure Quotes and Sales Orders, including display, sorting, and product rules
Settings: CustomerConfigure customer-related settings and behaviours
Settings: Order ConfirmationConfigure email settings and default messaging for order confirmations sent to customers
Settings: InvoicingConfigure invoice settings, including email behaviour and default messaging for invoices and partial invoices
Settings: PDF SettingsControl layout and formatting for system-generated PDFs