Options - System Settings
System settings is designed to provide users with global options such as:
- General - manage subscription business settings
- Invoice Settings - manage business invoice settings
- Business Logo - upload business logo for invoicing
Here we are going to go though each feature available in the system settings window:
Depends on your current subscription, some options might not be available.
General Settings
Follow the next steps to manage the business global options:
- Click the Setup menu
- Click the Options menu
- Click General tab
- Products cost price inclusive of GST select this option if your cost prices are inclusive of GST
- Products sell price inclusive of GST select this option if your sell prices are inclusive of GST
- Hide products barcode (barcode feature is not used) select this option if you do not use barcodes
- Sort All Products by Category then Products this option is applicable to mobile apps only, sort products based on category sort order, then based on products sort order, if found
- Alerts see the alert section below
- Click
The above settings should be set prior to start adding any products, invoices or purchases.
Low Stock Alert / Product Expiry Alert
There are many ways to determine what is low in stock. This is typically based on how an item has historically sold.
Follow the next steps to enable the low stock alert:
- Access the Setup from the application menu
- Click Options
- The system setup window appears
- Low Stock Alert select Yes to enable this option
- Qty Threshold enter the quantity threshold for the measurement of low stock
- Product Expiry Alert select Yes to enable this option
- Days Threshold enter the days threshold for the measurement of product expiry
- Click
Once the above settings are enabled, every time you access the dashboard, you should see the following alert message when product fall below the assigned threshold.
To view the items caused the alert to popup, click on the alert link.
Invoice Settings
Follow the next steps to set the invoice global options:
- Access the System Settings window
- Click Invoice Settings tab
- Template select your preferred invoice template
- Colors set your preferred text and background colors
- Notes enter the business notes to be printed at the footer section of the invoice
- Bank Account check this option if you want to print the main bank account on the footer section of the invoice
- Block selling out of stock products check this option if you do not want to allow selling product with not stock qty "not recommended"
- Do not reduce tax when an invoice discount is added check this option if you do not want to reduce GST when a discount is given
- Ref# this where you decide how to create invoice numbers
- Auto invoice numbers are auto (random) generated
- Customer invoice numbers are generated based on customer's reference settings (prefix and next invoice number)
- Global invoice numbers are generated based on the prefix and next invoice number for all customers, make sure to enter a prefix and next invoice number
- Label Printer (Thermal) if you have a label or thermal printer, select the size of the label printer, this option allows you send invoices to label printers
- Click Save Changes
Business Logo
Follow the next steps to enable and upload business logo:
- Access the System Settings window
- Click Business Logo tab
- Business Logo check this option and upload your business logo
- Logo original size check this option if you want to keep the image size ratio
- Upload Logo click Choose file or browse and select the business logo from your computer library
- Click Save Changes