Interface preferences set the default behavior for different sections of the site. Preferences are a syncable object.
General: Default catalog, workweek for date control and workflows
Orders: Default order view, order generation schedule, rules and quick splits
Reports: Default preferences by report for daily reports
Workflows are a series of steps that guide you in completing tasks while removing unnecessary steps/processes. Workflows follow a sequential order ensuring that all steps have been completed correctly.
From a location navigate as follows:
Name= Workflow name (appears as a dropdown to select on location console navigation panel)
Add (workflow item)
Name = Step name
URL = Page it will open
Description = more information
Index = order on list
Repeat for all steps in workflow
Sync Workflows - If you want all locations to share the same workflow, build a workflow in one location and set that location to sync with all others. Changes made in the main location will be made in all locations it is syncing with.
From workflow list
Type = Between Locations
Level = Hard
Keep targets in sync = Yes (checked)
Source = Location that has the workflow to copy
Destination(s) - Add Locations using location picker
Select workflows to copy
From the location you are using as a template location navigate as follows:
Make changes and save