ANTE User ManualAssets Settings
Assets → Settings has four entries: Items, Workflows Used, Document Types and Data Import.
Items
One page for how items are set up. The buttons at the top jump to a section; each section has its own Save.
| Section | What it sets |
|---|---|
| SKU numbering | How new items get their SKU (the company's convention). |
| Item categories | The categories items are grouped in. Add, view and edit open their own page. |
| Default lead time | The days an item takes to arrive when neither the item nor its supplier says otherwise. |
| Price alerts | When Sales is told that an item's buying price went up, and the alerts already sent. |
| Item fields shown | Which optional item fields and Item Master columns appear (see below). |
| To prepare window | How many days ahead Deliveries → To prepare looks for arrived goods (default 7; overdue lines always show). Changing it needs the Assets configuration permission. |
| Stock allocation | Reserve arriving stock automatically (off by default — then goods received for an order are still reserved for that order and nothing else is reserved automatically; the other choices are hidden). When on, who gets arriving stock: The order the PO was bought for (default — goods bought for a customer order go to it first, only the rest is ranked) or Ranking for everything. Then which waiting order lines get it: Ranked (default — Urgent first, then the earliest requested date, then the earliest order) or First come (the earliest order first). See Stock Allocation. Changing it needs the Assets configuration permission. |
The Item Master's Lead time column shows each item's days and where they come from (the item, or this default), and says varies by supplier when a supplier has its own.
Item Fields Shown
Optional item features, each set to Automatic (shown only once the company uses the feature), Always show or Hide. Each row says whether it is in use and whether it is shown now. Changing a setting needs the Assets configuration permission.
| Feature | What it shows or hides | "In use" means |
|---|---|---|
| Variations | The Variations tab and column, and the Parent Items / Variations cards. When hidden, the Item Master shows the No buying price / No lead time / No supplier cards. | An item has variations |
| Size | The Size field and column | An item has a size |
| Categories | The Category field and column | The company has item categories |
| Stock | The Stock column | Some stock is on hand |
| Min / max stock level | The reorder-level fields | An item has one set |
| Point value | The Point value field | An item earns points |
| POS / e-commerce | The "Enable in POS / E-Commerce" settings | An item is enabled in one of them |
A column hidden this way stays under Column Visibility on the Item Master, so a user can still show it in their own view.
Workflows Used
The workflows Assets runs: the Purchase Request workflow and the Delivery Status workflow, one under the other.
Document Types and Data Import
Document Types holds the rules, fields and print layouts of each document; Data Import loads items, suppliers and stock from a spreadsheet.
How It Connects
Set up first
- Item Categories — the categories you group items in.
Gets its data from
- Documents — the document types whose rules and fields you set here.
Feeds into
- Orders — lead times and workflows used by every order.