Configuration

Configurations ensure that the system reflects your business processes and requirements. By setting up these options correctly, you can:

• Standardise data entry across teams

• Control what appears on customer‑facing documents

• Automate calculations such as charges or discounts

• Maintain consistency across modules

Using a Configuration Screen

This is the standard layout you’ll encounter across most Configuration screens. While many of these screens are simple and straightforward, some include additional detail that can be accessed through clickable links when complex configuration is available.

Locating Configuration Modules

Each module in Latner such as Sales, Rental, Equipment, Service, Stock, Customers, Suppliers, Financials, and Security has its own Configuration menu. Within this menu, you’ll find a drop-down list of all configuration screens specific to that module.

For example:

• In the Rental module, configuration screens may include settings for rental rates, packages, or setting up data relating Rental Contract / Quote changes such as Stand Downs, Cancellation.

• In the Equipment module, configuration screens may include categories, fuel-types or reasons relating Equipment changes such as Transfers, Disposal, Adjustment.

Navigating through Configuration Screens

There are two types of configuration screens in the system: Basic and Detailed.

Basic Configuration Screen

The basic configuration screen displays a straightforward list of data that can be managed. If links are available, clicking them will open the detailed configuration screen. New entries can be added through the Options menu, while some screens also allow editing or deleting existing entries by selecting the checkbox and using the corresponding icons.

Detailed Configuration Screen

Once you click on a link, it will open the specific record you want to configure. Depending on the screen, this may include general information on the top left, more specific configuration fields on the top right, and detail configurable lines on the bottom that can be configured as required. Options menu let you add more of the detail configurable lines within that configuration.

Using an Integration Screen

You will most likely also run into Integration Screens within the Configurations to connect to a third party software.

Reviewing Company Setup

Before using integrations, ensure your companies are set up in the top area. Most integrations support connecting multiple services per company, allowing you to tailor connections if different companies require different platforms (e.g., separate accounting systems or trackers).

Connecting to the External Integrations

Clicking the Connect button opens a prompt to establish the link with the third‑party platform.

This usually involves logging in with your account credentials, or entering a client ID and passcode provided by the external system. In some cases, the button may redirect you to the provider’s website, where you complete the login and authorise Latner to connect to the correct integration.

If a connection expires or needs to be refreshed, clicking Reconnect repeats the connection process. This re‑authenticates the link with the external platform, ensuring data continues to flow correctly.

Selecting Remove Connection disconnects the integration from the company. Once removed, Latner will no longer exchange data with that external system until a new connection is established.

Configuring the Connected Integrations

Some integrations include additional configuration options once connected. Click Configure to explore these options.

These settings define how information is exchanged between Latner and the external system - for example, mapping data fields, setting synchronisation rules, or enabling specific features. Adjusting these options ensures the integration behaves according to your operational needs.