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Settings and access

Configure business locations and document layouts

Organize business locations, currency and information printed on your invoices.

Choose the work context

Enter the establishments used. Check the location selected during an operation to assign sales, purchases and stock movements to the correct scope.

Configure documents

Control company information, invoice templates and numbering. Check the preview of a document after a presentation change.

Example
  1. User Cashier
  2. Role POS sales
  3. Locations Store A

Check input settings

Control currency, numbers, dates and taxes. Keep settings understandable to the team to avoid confusion between displayed format and recorded value.

What to check after changing the invoice template?

Open the preview of a representative document and check the contact details, reference, lines, taxes and totals. Also use a long designation to check readability. Compare the selected establishment to the one whose information should appear.

Why check the establishment before an operation?

The establishment locates the operation in your organization. A sale, purchase or stock movement entered in the wrong location can complicate reporting and quantity controls. Confirm the location before comparing its numbers to those of another establishment.