Business Settings Settings

Central configuration hub for the business — general details, tax, product, sales, purchase, payment, system, prefix, communication and module settings, all in one tabbed screen.

Business Settings is a single tabbed form covering every business-wide configuration option. It requires the business_settings.access permission. The left-hand menu switches between panels for Business (name, logo, currency, financial year, accounting method — FIFO/LIFO — timezone, date format), Tax, Product, Contact, Sale, POS Sale, Purchase, Payment, Dashboard, System, Prefixes (invoice/reference number prefixes), Email Settings (with Email Support and AI Ticketing sub-panels when the ticketing module is active), SMS Settings, Reward Point Settings, Modules, e-invoice/e-waybill/GST filing panels (shown when licensed), Custom Labels, and User Settings.

Only the active tab's fields are validated on save — inputs inside hidden tabs (for example an unconfigured Email Support panel) are ignored so they cannot block saving from another tab. Settings that involve structured data — keyboard shortcuts, POS settings, email settings, SMS settings, custom labels, common settings and the weighing-scale configuration — are stored and re-loaded per tab.

Related settings such as tax rates, invoice numbering, business locations and printers live on their own dedicated screens and are cross-referenced from here.

Step-by-step Workflow

1. Open Business SettingsGo to Settings > Business Settings.
2. Pick a settings tabSelect Business, Tax, Product, Sale, Purchase, Payment, System, Prefixes, Email, SMS, Modules or another panel from the left menu.
3. Update the relevant fieldsChange the settings for that tab only.
4. SaveSubmit the form; only the active tab's inputs are validated.
5. Switch tabs to continueRepeat for any other panel that needs updating.