User Option Entries

□	The User Options Form has several tabs that allows you customize many features within MKMS.

•	From an accounting and marketing standpoint, most of the tabs will be completed when starting the Accounts Receivable and Accounts Payable modules, and should already be completed.

•	These include:

•	Company Logo

•	Company Information

•	Personal Options

•	Company Options

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Tax

•	A feature that is setup in User Options, however, does pertain specifically to the Prospect Tracking System:

•	Company Options - Invoice/Proposals tab where you will set your Proposals Margin Percentage, if desired.

□	To access the appropriate User Options, on the Main Menu Select Maintenance, then Choose User Options Company Options - Invoice/Proposal

•	Click the Company Options - Invoice/Proposal tab.

HelpFilesUserOptionsInvoiceProposal

User Options: Company Options - Invoice/Proposals sub-tab

•	Use Pre-Printed Invoices? - Check if you will be using 'Pre-Printed Invoices' for your billing because your Proposals will use the same Forms.

•	Use Custom Invoice Header? - Because your Proposals will use the same Forms, Check and Click View/Edit if you are NOT going to use pre-printed invoices but you want to customize the font of your Company name, address, telephone number, etc. as a Company Header on your invoices.

•	This function will override default Company information you set-up under the Company Options tab in your Global User Options.

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Use Price Margin on Proposals? - Depending on the method you use for Pricing your Proposals, you may choose to have the Proposals line item price automatically calculated based on a margin percentage of the predefined cost for that part or service which you've establish in the Sales-Purchase Items Form.

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Proposal Margin Percentage - If you've chosen to have your Proposal's line item pricing automatically calculated based on your predefined costs (this field will be highlighted in Yellow, if you have made that choice), you must enter those Costs in the Sale-Purchase Items Form and then enter the mark-up percentage here in the box provided.

•	Note: The percentage you enter should be a number greater than 1 (and probably greater than 30% or 40%) but it may also be fine-tuned up to two decimal places (eg, 33.33% or 50.5%), as needed.