Settings

The following user guides will help you learn how to use the various options within the Settings module. Please note that the settings module is only available on desktop and may require certain user permissions to access.

To return to the full list of user guides, click here.

Desktop

User Guides - Suppliers

Click the links below to view the user guide for that topic.

Creating a New Supplier

Adding a Unit to a Supplier

Desktop

Settings User Guides - Locations

Click the links below to view the user guide for that topic.

Creating a New Location

Creating a Count List

Desktop

Settings User Guides - Users

Click the links below to view the user guide for that topic.

Creating a New User

Creating a User Role

Desktop

Settings User Guides - Shopping Lists

Click the links below to view the user guide for that topic.

Creating a Shopping List

Adding Items to a Shopping List

Desktop

Settings User Guides - Master Console

Click the links below to view the user guide for that topic.

Count Edit

Assigning a Stray Count

GL Code & Category Mapping

Please note: Our "Date Shift" user guide is available upon request, as it requires a short training session with the Traker Team before usage.