Company Settings allow you to configure your company's basic information and system behaviour. This includes your default currency, inventory warnings, order rules, and receipt settings.
Accessing Company Settings
Open your Dashboard
Navigate to Settings > Company Settings
General
Field
Required
Usage
Business Name
Yes
The name of your business
Business Email
Yes
The business email address
Page Count
Yes
The number of items to display per page.
Menu Style
Yes
Toggle whether to expand or collapse the menu
Shipping Label History
Optional
The number of days printed shipping labels are to be stored on system.
Orders
Field
Required
Usage
Success Order Status
Yes
The order statuses that will be considered as successful orders.
Orders marked as successful orders will be counted towards your earnings.
Failed Order Status
Yes
The order statuses that will be considered as failed orders.
Orders marked as failed orders will not be counted towards your earnings.
Lock Order Status
Yes
The orders in this status will be locked to prevent changes after the number of days set below.
Lock Order Days
Yes
The number of days an order will be locked for once it reaches the lock order statuses
Cutoff Order Date
Yes
The orders before this date will not be imported into the system.
Credit Notes
Field
Required
Usage
Complete Credit Note Status
Yes
The credit notes in this status will be considered as completed credit notes.
Void Credit Note Status
Yes
The credit notes in this status will be considered as voided credit notes.
Lock Credit Note Status
Yes
The credit notes in this status will be locked to prevent changes after the number of days set below.
Lock Credit Note Days
Yes
The number of days an order will be locked for once it reaches the lock order statuses.
Cutoff Credit Note Date
Yes
The credit notes before this date will not be imported into the system.
Inventory
Field
Required
Usage
Default Currency
Optional
The default currency for your company
Price Unit Decimal Place
Optional
The price unit decimal place for your company
Default Location
Optional
The default location for your company
Inventory Integrity
Optional
Enforces inventory integrity and prevent direct edit of item quantity.
Out of Stock Warning
Optional
Display a pop up alert box if POS entered an item that is out of stock.
Search Type
Optional
Configure how the item search works.
Stock Warning Level
Yes
The default stocks warning level for all inventory items.
Stocks Danger Level
Yes
The default stocks danger level for all inventory items.
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