💥You must be an Admin to edit your settings.
Login to your ShipServ.com Admin account. Access the Settings menu on the far left of the screen and choose the "Settings" option.
Setting the Default Currency
Under "Transaction Settings", choose a "Default Currency" from the drop down list.
There are also toggles which must be switched to the right if you wish to override the currency specified by the buyer. One toggle controls quoting and the other is for confirming POs. If you do not switch the toggles to the right, then the buyer's currency, if specified, will prevail.
Setting the General Inquiry messages Email.
Under "Profile Settings", choose "Inquiry Message Email", and enter the email address which you wish to receive general inquiries. This can be set to the same email as the trading email, but can also be a different email address. Click "Save" when finished.
As Admin, if you wish to remove the access of users to invite other users, toggle the "User invites" switch to the left.
Setting the Transaction Notifications options (aka Trading email)
Under "Notifications", choose "Transaction Notifications". The Transaction Notifications tray will open to the right. There you can change the Trading Email which will receive an email when a new RFQ or Purchase Order is sent by the buyer. You can choose if you wish to receive email notifications for reminder alerts, submission of quotes and purchase order confirmations and when draft quotes and purchase order confirmations are saved.
Click "Save" when finished.
Clicking "Manage cc'd emails" opens another tray allowing you to also enter optional "cc" email addresses. Tap the "Enter" key between email addresses. You may also select which notifications will be received by all cc'd emails. Click "Save" when finished.
Setting Default Terms & Conditions
For Trade Business accounts only: the default Terms & Conditions may be set to be included in each quote (may be overridden when quoting). Type in up to 2048 characters in the box and Save. The counter in the lower right corner indicates the number of characters in box.
