Settings, staff & branches
The parts you set once and then stop thinking about.
What it does
- Company name, logo and contact details; bank details for invoices; document numbering per document type; invoice header, footer and terms.
- Inventory rules, such as whether a sale may go through on negative stock.
- Message templates for WhatsApp and SMS, and barcode sticker layouts with printer setup.
- Custom settings for the odds and ends specific to your business.
- Settings is organised as eight tabs: Company Info, Documents, Bank Details, Invoice, Inventory, Barcode, Custom and Messages.
- Roles are granular — each module has view, create, edit and delete, plus specific rights such as processing payments, adjusting stock, updating status or applying a discount. A user only sees the modules and buttons their role allows.
- Branches — multi-branch businesses switch branch from the profile menu.
Step-by-step
- Set up your company — What appears on everything you print.
- Set document numbering — Control how your documents are numbered.
- Edit message and print templates — Say the same thing every time without typing it.
- Design a barcode sticker — Make the label match the roll or sheet your printer actually takes.
- Choose what a sticker shows — Drag the fields you want onto the label and arrange them.
- Add staff and set permissions — Give each person exactly what they need.
- Work with multiple branches — Run more than one shop from one login.
Questions about settings, staff & branches
Can I control my invoice numbers?
Yes — set a prefix and a numbering format per document type, including the year and month.
Can one login cover two shops?
Yes. Multi-branch businesses switch branch from the profile menu, and reports can be run per branch.