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Core Preferences

Overview​

Explains how to manage settings that form the core elements of the system, such as Language, Currency, Billing Terms, and Transaction Terms.

Purpose​

The purpose of this feature is to define common Core Preferences that affect the maker and all brands, and to centrally manage the rules for Languages, Currencies, Billing Terms, and Transaction Terms used in transactions.
By unifying Core Preferences, you can standardize the operation of transaction terms and ensure compliance and control.

Feature Description​

Items set in Core Preferences​

In Core Preferences, you set the following items.
Select the ones to be used for transactions with buyers.

  • Languages: Languages used in transactions (multiple selections possible) and the Default Language (required)
  • Currencies: Currencies used in transactions (multiple selections possible) and the Default Currency (required)
  • Billing Terms: Presence or absence of deposits (advanced payments)
  • Transaction Terms and Conditions: Trade terms such as EXW, FOB, etc.

Instructions​

Moving to the Core Preferences screen​

  1. Click Maker Settings > Open Maker Settings.
    You will be redirected to the "Maker Settings" page.
  2. Click Core Preferences.
    You will be redirected to the "Core Preferences" page.

How to fill out the form​

Enter items related to Languages, Currencies, Billing Terms, Transaction Terms and Conditions, etc., in transactions.

  1. Enabled Languages
    Select the Languages to be used in Transactions by checking them.
    If multiple languages are needed, select multiple languages.

    For Default Language, select the language most used in transactions from the dropdown.
    For multi-language support, it is recommended to specify English as the Default Language.

  2. Enabled Currencies
    Select the Currencies to be used in Transactions by checking them.
    If multiple currencies are needed, select multiple currencies.

    For Default Currency, select the currency most used in transactions from the dropdown.

  3. Billing Terms
    You can specify whether to use options related to Deposit (Advanced Payment) using the checkboxes.

    • With Deposit
      • When enabled, you will be able to specify With Deposit as an option in buyer or document settings.
      • When disabled, With Deposit cannot be specified as an option in buyer or document settings.
    • Without Deposit
      • When enabled, you will be able to specify Without Deposit as an option in buyer or document settings.
      • When disabled, Without Deposit cannot be specified as an option in buyer or document settings.

  4. Transaction Terms
    Among Trade Terms such as EXW and FOB, check and enable the ones your company uses in Transactions.
    If multiple are needed, you can select multiple Transaction Terms.

  5. Transaction Management (Delivery, Billing, Payment, Shipping)
    By checking this, you will be able to create Delivery Notes, Invoices, etc.

    If you do not need to create Delivery Notes, etc., you can use DEXTRE without checking this.

Update Core Preferences​

After confirming the input details, click the Update button.

The settings will be saved.

Important Notes​

Frequency of changes to Core Preferences​

Core Preferences are not expected to be changed frequently.

While increasing the number of newly enabled settings does not cause major problems, disabling settings that are already enabled or changing default settings carries a risk of causing data inconsistency in existing data.