System settings

Settings opens System Settings — tabs for store info, taxes, accounts, payments, and modules.

Before you start

• Admin (or user with Settings module access)
• Know your store name, currency (e.g. RWF), and tax rules

Open Settings

1. Click Settings in the sidebar.
2. Use the tab buttons: General Settings · Taxes Setup · Accounting · Payments Setup · Financial · Business Setup · Custom Fields · Word Labels · Modules

General Settings

1. Under Store Information, set Store Name, Address, Currency, Printer Name (These details will appear on printed receipts.).
2. Set Inventory Costing Method: Oldest first (FIFO) or Average cost.
3. Optional Email Sending: toggle Send Real Emails / Save Email Files Only; fill SMTP host/port/user/password/from; SSL on/off.
4. Use Send Waiting Emails or Update Currency Differences when needed.
5. Click Save Settings.

Advanced: Enable Sudo Mode — use carefully. Database Maintenance → Clear Transaction Data (Reset Stock & Balances) is destructive — only for sandbox resets.

Taxes Setup

1. Open Taxes Setup → Manage Taxes.
2. Click + Create Tax.
3. Fill Tax Name (required), Tax Computation (Percentage/Fixed), Amount, Tax Type (Sales/Purchases), labels/scope, included in price, status, Tax Account (COA).
4. Click Save Tax Rule.
5. Row actions: Edit, Delete, Active / Inactive.

Accounting

1. Open Accounting.
2. Choose Accounting Setting: Chart of Accounts, Journals, or Accounting Reports.
3. Chart of Accounts: pick a group → + Create Account → Save Account.
4. Journals: + Create Journal → set type (Sales/Purchase/Cash/Bank/…) → Save Journal.
5. Accounting Reports: edit lines with + Add Line, Save / Discard, Refresh Balances.

Payments Setup

1. Open Payments Setup.
2. Manage: Banks or Bank Accounts.
3. + Create Bank / + Create Bank Account → fill the form → Save.
4. Needed before Tax & bank reconciliation.

Financial

1. Open Financial.
2. Exchange Rates: + Add Rate → From/To/Rate/Date → Save Rate.
3. Budget Lines: set Fiscal Year: → + Add Budget Line → Save Line (Month 0 = annual).

Business Setup

1. Open Business Setup.
2. Review Current Business Type: and Setup Completed:.
3. Optional: Run / Re-run Setup Wizard (adds missing template items; does not delete existing data).

Custom Fields

1. Open Custom Fields.
2. Choose Entity Type: Product / Customer / Supplier / SalesOrder / PurchaseOrder.
3. + Add Field → Field Label, Field Type, options, Required Yes/No → Save Field.

Word Labels

1. Open Word Labels.
2. Click Use Simple English or Use Accounting Terms.
3. Click Save Labels.

Modules

1. Open Modules.
2. Toggle Enabled / Disabled for:
   • Point of Sale
   • Manufacturing
   • Bundles / Bill of Materials
   • Expiry & Batch Tracking
   • Multi-Location & Stock Transfers
3. Click Save Modules.

Modules only unlock what your license tier already allows.

What success looks like

• Store name/currency appear on receipts
• Taxes and banks available in sales/purchases
• Optional modules show in the sidebar when enabled

If something goes wrong

Related

• Team users & roles
• Enterprise & cloud
• Tax & bank
• First login & setup