Business Settings

Business Settings in Zuriey POS

The Business Settings section in Zuriey POS allows you to configure essential information related to your business operations. This setup is crucial for ensuring that the POS system aligns with your business needs and local regulations. Below is a detailed overview of the options available in the Business Settings.

Key Configurations in Business Settings

1. Business Information:
   • Business Name: Enter your official business name.
   • Start Date: Specify the date when your business commenced operations.
   • Currency: Set the currency used for transactions.
   • Timezone: Choose the appropriate timezone for your business operations.
   • Logo: Upload your business logo for branding purposes.
2. Financial Year:
   • Set the financial year start date based on your country's regulations (e.g., January or April).
3. Tax Information:
   • Input relevant tax details that will be applied to sales and purchases.
4. Product SKU Prefix:
   • Enable this feature to generate a prefix for Product SKUs. When adding a new product, this prefix will be added automatically, or if left empty, an autogenerated value will be used.
5. Default Sales Discount:
   • Set a default discount percentage that will apply to all sales in the POS and Add Sales screens.
6. Default Sales Tax:
   • Specify the default tax rate that will be applied to sales transactions.
7. Credit Limit for Contacts:
   • Under Business Setting > Contact, set a default credit limit that will be applied when creating new customers or suppliers.

Sales Settings

1. Sales Item Addition Method:
   • Choose between two methods for adding items during sales:
     • Add item in new row: Always adds the product in a new row.
     • Increase item quantity if it already exists: Increases quantity if the product is already in the cart; otherwise, it adds a new row.
2. Amount Rounding Method:
   • Decide how product prices are rounded (whole number or rounded decimal). If no method is selected, prices are taken as whole numbers.
3. Minimum Selling Price:
   • Enable this option to prevent selling products below their set selling price. Products can still be sold at higher prices.
4. Enable Inline Tax:
   • To display prices including tax on the POS screen, enable this option under Business Settings -> Tax.
5. Enable Sales Order:
   • Activates the sales order feature within the system.
6. Limit for Transaction Edit:
   • Adjust the number of days allowed for editing transactions by setting a specific limit in Business Settings.
7. Datatable Entry Selection:
   • Set the default number of entries displayed in data tables under Business Settings -> System.
8. Allow Overselling of Products:
   • Enable this option if you want to sell products even when they are out of stock. Note that profits will be calculated as negative for these products if sold while out of stock.

Summary

Configuring Business Settings in Zuriey POS is essential for tailoring the system to meet your operational needs and compliance requirements. By setting up parameters such as business information, sales methods, tax rates, and inventory management options, you can ensure smooth operations and accurate financial reporting within your business environment. If you need further assistance with any specific settings, consider reaching out to Zuriey POS support resources!