Section 11: Preferences

Section 11: Preferences

Access: Choose Preferences from the Go menu, or click the PREFERENCES button at
the bottom right of the home screen.

Preferences are organized by section — click the named buttons at the top of the
screen to navigate between areas.


11.2 GENERAL PREFERENCES
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COMPANY INFO: Enter name and contact details; this appears on invoices and printouts.
  Uncheck boxes next to fields to hide them (preview shown at right).

AUTO INSERT: Text entered here is inserted into the field where your cursor rests when
  you click the INSERT button on any inventory entry screen. Useful for adding
  routine text without retyping.

IMAGE PATH: URL of the directory where your online item images are stored.
  Format: http://www.domainname.com/images/ (always end with a "/")
  Note: Not needed if you have a Bibliopolis-hosted website.

TYPE: Default TYPE field value for new inventory records (default: "Book").
  Included in upload files; used by some services (e.g., ABE) to categorize stock.

SCREEN SIZE: Change from "normal" to "large" to use a larger BookHound screen.
  Changes take effect after relaunching BookHound.
  Tip: Use the small +/- symbols at extreme lower left of any screen to adjust
  size on the fly.

BACKUP DATA FILE EVERY: Number of launches before BookHound prompts you to back up.

RESET ITEM ID: Click to reset the item ID sequence (useful after importing data).

USE SUB-TOPICS: Set to "Yes" for a tiered major/minor topic system; leave at "No"
  for a flat topic structure.


11.3 CUSTOMER PREFERENCES
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CUSTOMER TYPE: Default customer type for new customer records.

LABEL TYPE: Set to match your Avery label style when printing mailing labels.

STATEMENT FOOTER: Text that appears at the bottom of customer statements (generated
  from the HISTORY section of a customer screen via PRINT CUSTOMER STATEMENT).

RESET CUSTOMER ID: Click to reset the customer ID sequence.


11.4 WEB PREFERENCES
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OK TO UPLOAD? (default for new items): Set to "Yes" or "No" for each of the four
  upload files (a-books, b-books, c-books, amz).
  - "Yes" = all new items are automatically queued for upload
  - "No" = new items must be manually set to "Yes" on individual item records

INTERNET FIELD ORDER: Shows the field order BookHound uses in upload files.
  Click the blue COPY link at top right to copy this info for emailing to your
  marketplace(s) so they can configure your account.

AMAZON DEFAULTS:
  ITEM CONDITION CODE: Default Amazon condition for all new items
    (BookHound default: 2 = Very Good). Change on individual items as needed.
  International shipping: Allow or disallow by default.
  Expedited shipping: Allow or disallow by default.

Note: Amazon does not need to be notified of upload field order — the AMZ file
  is automatically understood by Amazon.


11.5 INVOICE PREFERENCES
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STYLE:
  "Short" — shows only author and title as 2 lines per invoice item (standard;
    fits more items on a single page)
  "Long" — includes all bibliographic data in presentation format

TURN OFF PACKING LIST PRINT OPTION: Uncheck to be prompted to print a packing
  list along with each invoice.

SHIPPING/FIRST and SHIPPING/EA: Amounts used to estimate shipping & handling on
  invoices when you click the SHIPPING field label. Can be adjusted manually on
  individual invoices.

SORT INVOICE ITEMS BY: Controls how line items are sorted on an invoice.
  Leave at "none" to display items in the order they were entered.

DISPLAY RESALE NUM and DISPLAY EID: Toggle checkboxes to show/hide resale and
  employer identification numbers on the bottom of printed invoices.

INVOICE FOOTERS: Enter text for unpaid and paid invoice footers. Print test invoices
  while editing to check spacing.

RESET INVOICE ID: Click to reset the invoice ID sequence (must be higher than any
  existing invoice ID).

EDIT TAX RATES:
  - Default zones: "Local" and "Non-taxable"
  - Change the "Local" rate to your actual local tax rate
  - Add new tax zones by clicking ADD RATE; give each a name and rate
  - Tax zones appear in the TAX ZONE drop-down on customer records; selecting a zone
    auto-fills the tax rate on new invoices (manually editable on the invoice)


11.6 DISPLAY PREFERENCES
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Controls how bibliographic entries appear in printed or copied lists and catalogs.

The preview at the bottom of the screen updates automatically as you change settings.

Options include:
  - Font and formatting adjustments
  - Toggle display of: ITEM ID, PRICES, ISBN, SUBJECT (yes/no fields)
  - Serial number display on catalogs