Related settings

Business Settings 
Business Settings allows you to set some of the common business-related information.
Here you can change:

  • Business name
  • Start Date
  • Set Default Profit margin
  • Currency
  • Currency Symbol Placement:
  • Timezone
  • Logo
  • Financial year: For some countries, the financial year starts from January and for some it starts in April. Here you can set the appropriate option for your country.
  • Stock Accounting Method
  • Transaction Edit Days
  • Tax information

Product SKU prefix: Enable this feature to generate a prefix for Product SKU. Once enabled, while adding a new product the SKU field with add this prefix along with the input given or if left empty will autogenerate a value along with this prefix.
Default credit limit
Default Sales discount
Default Sales tax
Business Setting > Contact > Default credit limit: The credit limit provided here will be used as default value when creating a customer or supplier
Business Setting > Sale > Default Sale Discount: The default discount will be used for all sales in POS & Add sales screen.

Setting Invoice Scheme
To configure go to Settings -> Invoice settings
Click on Add and select a scheme format.
Format can be XXXX or <year>-XXXX
You can also provide a custom prefix, invoice start number, number of digits in the invoice number.
The preview box will display the preview according to the chosen option.
You will need to set a default invoice scheme for a business to use it.

Barcode Settings

  • Go to settings -> Barcode Settings -> Add
  • Enter a descriptive name of the setting. Add some description for your information.
  • If you’re using a Roll, then check the “Continous feed or rolls” checkbox.
  • Enter Additional top margin (In Inches), Additional left margin (In Inches), width of the sticker, Height of the sticker, Paper width, Paper height, number of stickers in one row, distance between 2 rows, distance between 2 columns and the total number of stickers per sheet.
  • Some of this information are not needed for Continous feed or rolls.


Setting Notification SMS

  • To Send SMS notifications you need to setup SMS configuration details.
  •  Go to Settings -> Business Settings -> SMS settings
  • from here we can set up SMS


Setting Notification Email

  • Go to Settings -> Business Settings -> Email settings
  • Add all the Email SMTP configuration details & it will work.


Business-level mail setup

  •  For sending mail notifications, the business-level mail setup should be done.
  •  For this provide the required details in Settings -> Business Settings -> Email settings

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