Settings are the master controls of Latner. They define defaults, behaviours, and restrictions that apply across the entire system, not just within a single module. These settings ensure consistency in how data is handled, how documents are generated, and how business rules are enforced.
Global Settings include things like:
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Rental Defaults – e.g., global rental rates, damage waiver percentages, environmental levies, default charge days/hours.
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System Behaviours – e.g., whether to use branch opening/closing times, enforce meter readings, or auto‑convert approved quotes.
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Numbering & Formatting – e.g., rental contract number formats, invoice numbering, equipment prefixes.
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Billing & Invoicing Rules – e.g., default invoice stages, grace periods, payment terms, credit note approvals.
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Inspections & Compliance – e.g., mandatory checklists, failed inspection approvals, sanitation schedules.
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Communication & Templates – e.g., PDF templates, email subjects/bodies, default signatures.
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Integration & Automation – e.g., API keys, SendGrid email settings, payment gateway integrations.
Best Practices
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Review Global Settings during initial setup to align Latner with your business rules.
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Avoid frequent changes, as they can impact multiple modules and users.
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Document any changes for compliance and audit purposes.
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Consult with Latner Support before making major adjustments, especially those affecting billing, numbering, or integrations.