Customization

	Settings / Account Administration / Customization
	Customize the fields in the order and inventory modules

Customization allows you to set up all the fields below:

• The 8 customizable fields of the inventory items (employee, device, line and SIM)
• The auto-increment of the employee ID
• Order actions
• Management and deadlines for automatic closing
• Order status
• Management of the data source for the display of an employee who is assigned to a line (supplier data vs. mytem directory)
• The setting of exchange rates

In order to customize the fields of the inventory items, you just have to enter the desired terms in each of the fields below:

The auto-increment of the employee ID can be activated or deactivated with the button .

Then just choose the prefix and the number of characters you would like. Click on Submit to validate the operation.

Custom fields 1 and 2 of the order allow you to customize the fields in step 1 "Information" of the order.

Click on the button to make these changes effective.

Customized order labels allow you to customize the labels or names of a particular step in your workflow.

In the same way, the personalized labels of the order status allow the customization of all these status.

You can set-up the number of days in which an order automatically gets closed through the drop down menu as shown below. You have a choice between 1 and 90 days.

The management of the data source for the display of an employee who associated to a line (supplier data vs mytem directory) is chosen with a simple click:

The setting of the exchange rates

The exchange rate settings allow you to apply a custom exchange rate for a currency.

To customize the exchange rate for the US dollar, simply select USD from the drop-down menu.

The default rate for the EUR/USD cross is displayed. One dollar represents 0.8576 EUR.

To change it, just click on the rate, change it and then click on the icon .

A pop-up appears, just click on the button .

The rate applied is now the one you have just entered.

To remove this rate and return to the default rate applied for a currency, simply position the mouse on the rate and the icon .

Clicking on it brings up a pop-up window. Click on the button .

A customized exchange rate will be applied in the following cases:

- The exchange rate will only apply to the root (client) on which you have made the customization.

- The exchange rate is applied to all modules (e.g. reports, dashboard, ...).

- In our example, the exchange rate is applied regardless of the language/currency on which you are connected to mytem360, provided that the invoice uploaded has the dollar as its original currency.