Accessing a Configuration Screen

Configuration screens are areas within Latner used to set up and manage the data that drives how the system behaves. They allow you to define rules, defaults, and options that appear throughout the software. For example, you might configure Admin Charges that would appear on a rental quote or contract.

By default, configuration screens are typically reserved for administrators. However, access can be granted to other users through User Permissions. If a user does not have permission to a configuration screen, it will not appear in their menu.

Access

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.

Purpose

Configuration screens 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