Yes. Terminology is customizable. You can do this on your own or ask us to do it for you. In Flowtrac, there are general terms used that might be different than your preferred terms. The system is built to fit your business so that your business doesn’t have to change to fit Flowtrac. For example, some of our clients use “PO” (purchase order) instead of the system’s default term “Receive Order.” Or for instance, the “Pick Orders” might be better termed “Sales Orders”. You must have administrator level access.
To change the title of a column that is on a grid,
- Hover over the title of the column you wish to rename.
- Right click.
- Select “Edit Column Text”.
- Change the name and save it.
To change a term on the menu,
- On the home screen in the top right corner, click the icon that looks like 9 small squares.
- You are now in edit mode. This is also where you will create layouts with shortcut icons if and when desired.
- Slide your mouse over to the menu on the far left side.
- Hover over the menu option you want to rename.
- Right click.
- Select “Edit Menu”.
- Rename the menu item in the window provide.
- Save it.
- Then save the layout by selecting “Save Layout” in the bottom right corner of the home screen.