Business Settings 0 0

Business Settings allows you to set some of the common business-related information.

Business Settings include:

• Business
• Product
• Contact
• Sale
• POS
• Purchases
• Dashboard
• System
• Prefixes
• Email Settings
• SMS Settings
• Reward Point Settings
• Modules
• Custom Label

Here you can change:

• Business name
• Start Date
• Set Default Profit margin
• Currency
• Timezone
• Logo
• Financial year: For some countries, the financial year starts in January and for some, it stars in April. Here you can set the appropriate option for your country.
• 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 Sales discount
• Default Sales tax
• Business Setting > Contact > Default credit limit: The credit limit provided here will be used as the default value when creating a customer or supplier
• Business Setting > Sale > Default Sale Discount: The default discount will be used for all sales in the POS & Add sales screen.

1. Business:

Here you can change:

• Business name
• Start Date
• Set Default Profit margin
• Currency
• Timezone
• Logo
• Financial year: For some countries, the financial year starts in January and for some, it starts in April. Here you can set the appropriate option for your country.

• Tax Name
• Tax Number
• Disable Tax

1. Don’t add Tax Rates in the settings
2. Go to Settings – Business Settings.
   1. Uncheck “Enable inline tax in the purchase and sell“
   2. Uncheck “Enable Price & Tax info“
   3. Select “Default Sale Tax” as None

NOTE: If you disable the inline tax in the purchase and sell, the Price Inc tax column will not be shown in the POS screen.

3. Products:

Here you can change:

• 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.

4. Contact:

Here you can change:

• Business Setting > Contact > Default credit limit: The credit limit provided here will be used as the default value when creating a customer or supplier

5. Sales:

Sales Item Addition Method:

1. It has 2 options: “Add item in a new row” & “Increase item quantity if it already exists”
2. This option is related to the POS & Sales screen when a new product is added.
3. Add item in new row: It will always add a product to a new row
4. Increase item quantity if it already exists: If the product already exists in the cart it will increase its quantity else it will add it in a new row.

Amount rounding method:

The price of the products can be taken as a whole number or as a rounded decimal value by selecting the particular roundoff method. If none is selected the value is taken as a whole number.

The sales price is the minimum selling price:

If this option is enabled then the product cannot be sold at a price lower than the selling price set for the product.

It can be sold at a higher price but not at a lower price.

Enable inline Tax:

To display the price inc. tax on the POS screen, kindly enable the check box in the Business Settings->Tax.

Enable Sales Order:

This will enable the sales order feature.

Default Sale Discount:

The default sale discount can be added to products in Business Settings -> Sale

Limit for Transaction Edit:

In order to increase the limit for editing the transaction, set the number of days in the business settings.

Datatable Entry Selection:

The default number of entries in the data tables can be selected in Business Settings -> System.