In the System Values: Basic section, you can configure some of the values used throughout the system.

In this section, you can manage the list of the CAT tools available for selection by vendors.

Open

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a CAT tool. For details, see the Add a CAT tool system value guide.

• Click on the selected CAT tool to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a CAT tool.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all CAT tools.

  • Activate or deactivate the selected CAT tools.

  • Mark or unmark the selected CAT tools as preferred.

In this section, you can manage the list of countries and territories available for selection on the XTRF portals.

Open

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a country or territory. For details, see the Add a country or territory guide.

• Click on the selected country or territory to open its page. Click the icon to open it in edit mode.
  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a country or territory.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all countries or territories.

  • Activate or deactivate the selected countries or territories.

  • Mark or unmark the selected countries or territories as preferred.

In this section, you can manage departments that can be selected in client profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a department. For details, see the Add a department guide.

• Click on the selected department to open its page. Click the icon to open it in edit mode.
  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a department.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all departments.

  • Activate or deactivate the selected departments.

  • Mark or unmark the selected departments as preferred.

In this section, you can manage the discounts and surcharges that can be used in payables and receivables.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a discount or surcharge. For details, see the Add discount or surcharge guide.

• Click on the selected discount or surcharge to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a discount or surcharge.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all discounts or surcharges.

  • Activate or deactivate the selected discount or surcharge.

  • Mark or unmark the selected discount or surcharge as preferred.

In this section, you can manage the fields of study that can be selected while adding education to the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a field of study. For details, see the Add a field of study guide.

• Click on the selected field of study to open its page. Click the icon to open it in edit mode.
  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a field of study.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all fields of study.

  • Activate or deactivate the selected fields of study.

  • Mark or unmark the selected fields of study as preferred.

In this section, you can manage the hardware types available for selection in the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add hardware. For details, see the Add hardware guide.

• Click on the selected hardware to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete the hardware.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all hardware.

  • Activate or deactivate the selected hardware.

  • Mark or unmark the selected hardware as preferred.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add an industry. For details, see the Add an industry guide.

• Click on the selected industry to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete an industry.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all industries.

  • Activate or deactivate the selected industries.

  • Mark or unmark the selected industries as preferred.

In this section, you can manage the payment methods for client payments.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a payment method. For details, see the Add a payment method guide.

• Click on the selected payment method to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a payment method.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all payment methods.

  • Activate or deactivate the selected payment methods.

  • Mark or unmark the selected payment methods as preferred.

In this section, you can manage payment plans that can be selected during the invoicing process.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a payment plan. For details, see the Add a payment plan guide.

• Click on the selected payment plan to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a payment plan.
  Only custom payment plans can be deleted.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all payment plans.

  • Activate or deactivate the selected payment plans.

  • Mark or unmark the selected payment plans as preferred.

In this section, you can manage positions that can be selected in user, client, and vendor profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a position. For details, see the Add a position guide.

• Click on the selected position to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a position.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all positions.

  • Activate or deactivate the selected positions.

  • Mark or unmark the selected positions as preferred.

In this section, you can manage rejection reasons that can be selected while rejecting classic quotes on the Home Portal.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a rejection reason. For details, see the Add a rejection reason guide.

• Click on the selected rejection reason to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a rejection reason.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all rejection reasons.

  • Activate or deactivate the selected rejection reasons.

  • Mark or unmark the selected rejection reasons as preferred.

In this section, you can manage services available for selection in projects and quotes on the Home and Client Portals.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a service. For details, see the Add a service guide.

• Click on the selected service to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a service.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all services.

  • Activate or deactivate the selected services.

  • Mark or unmark the selected services as preferred.

In this section, you can manage the software types available for selection in the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add software. For details, see the Add software guide.

• Click on the selected software to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete the software.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all software.

  • Activate or deactivate the selected software.

  • Mark or unmark the selected software as preferred.

In this section, you can manage administrative divisions for addressing purposes.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a state or province. For details, see the Add a state or province guide.

• Click on the selected state or province to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a state or province.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all states and provinces.

  • Activate or deactivate the selected states and provinces.

  • Mark or unmark the selected states and provinces as preferred.

In this section, you can manage tax rates available in the system.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a tax rate. For details, see the Add a tax rate guide.

• Click on the selected tax rate to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a tax rate.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all tax rates.

  • Activate or deactivate the selected tax rates.

  • Mark or unmark the selected tax rates as preferred.