For more information on changing the settings for individual users, see ((link once article transferred)).
In addition to individual user permissions, Office Admins can control settings at Agency level to control some behavioural options in Realhub.
To manage your agency’s overall settings, go to Agency Admin > Settings.
If you change any settings, be sure to click to Save Settings button at the bottom of the page to save your changes.
| Setting | Options | Expected Behaviour |
|---|---|---|
| Artwork Data Sync | Not Required | Users will be warned when Property Details data differs from artwork data, but will be able to proceed |
| Required * | Users will be forced to update artwork to match Property Details data prior to confirming an order | |
| New Quotes | Empty Quote * | Users can create new quotes from scratch OR by using a quote template |
| Must Use Template | Users will be forced to use a quote template, unable to create blank quotes from scratch | |
| Quote for Orders | Not Required * | Users will be able to order new items directly against a campaign without creating a vendor quote |
| Required | Users will not be able to order new items directly against a campaign. All new orders must go through vendor quoting process | |
| Quote Authorisation | Not Required * | Quotes can be confirmed by any user with the appropriate user permissions |
| Required | Quotes must go through an authorisation process prior to being approved by another user | |
| Quote Contributions | Not Required * | Quotes can be confirmed regardless of contributions against the campaign |
| Required | Quotes cannot be confirmed without contributions at or above the quote total | |
| Campaign Fee | Yes * | When creating new quotes, the Realhub Campaign Fee will automatically add to the quote, in order to pass the RH fee across to the vendor |
| No | Realhub Campaign Fee will not automatically add to the quote, and in turn will not be passed on to the vendor (fee will still be charged to agency) | |
| Recalculate Template Prices | Yes | When applying a quote template, prices will be recalculated against latest version of price list to ensure accurate pricing |
| No * | When applying a quote template, the price of items against the master quote template will apply regardless of any price list changes | |
| Recalculate Editions | Yes | When approving a quote, publication dates will be automatically adjusted to next available date |
| No * | When approving a quote, publication dates will apply as per originally selected Campaign Start Date. | |
| Skip Quote Validation | Yes | When approving a quote, prices will be not be validated against latest price list, allowing outdated pricing to be approved |
| No * | When approving a quote, prices will be validated against latest price list preventing outdated prices | |
| Force Quote Pricing | Yes | Only applies when Skip Quote Validations is set to Yes. |
| No * | ||
| Payment Terms | # Days / Months | Payment Terms details will appear on Vendor Invoices |
Setting options marked with an asterisk (*) indicate the system default for each setting.
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