Preference
Preferences is a settings option available in the settings menu. In preference window user can set different type of options available for the modules of the ACCOXI.
1.ORGANIZATION:
The organization preference settings allows the user to set various features available for an organization like setting up organization logo, signature, theme etc.
OPTIONS AVAILABLE IN ORGANIZATION PREFERENCES:
User can add organization logo to ACCOXI by clicking upload button. User can select the logo image from the pc, the image type can be in the form JPEG, PNG, BMP, GIF.
User can opt a theme for their organization from this option. The color theme option is available by clicking the + icon and user can select any color from the color dialog box.
And a reset option is available to reset the theme to default which is red in color.
User can set the amount round off option in this settings. Round off can be upwards, downwards, nearest or no round off
This option allows the user to make future date transactions. If it is disabled user can’t make future date transaction and the transaction can only be take place in the current date
ACCOXI provides an option to lock transactions before a particular date.
This helps the user to eliminate any frauds and errors
This option is to set the number of items to be shown in a single window. By setting item per page to 20 the user can view 20 items in a single page
- Show water mark in print:
This option enables the user to allow water marks for example a sales invoice with show water mark will be having a water mark saying “PAID”.
User can enable and disable it in this option
User can upload signatures or seals of the organization in here by clicking upload user can upload the signature in the form of JPEG, PNG, BMP, and GIF.
And user can enable this signature to be shown in the prints of transactions made.
User can give dash board permissions to the users of the organization in here.
By adding users in the column those users of the organization will be able to view the home dash board contents.
2. PAPERLEZ.COM
1.SALES INVOICES:
The user can set various options for the sales invoice in this preference settings like discounts, payment methods etc.
User can enable or disable columns in the sales invoice window.
The available columns are product code, HSN/SAC, description, disc %, disc amt.
User can enable or disable other options like;
Payment notes, due date in the sales invoice view window.
User also can enable thank you notes while mailing for the customer payments and user can enable or disable the sales person.
User can select the type of discount given to the customer in this option.
Types like item level, after tax, before tax and user can opt to not to give any discounts.
User can enable to edit the selling rate if it is disabled user cant edit the rates which is already added in the batch of the product.
And if the user want to add CESS to the invoice he can enable from here.
User can select the default payment method in the sales which cash sales or credit sales.
User can add sales invoice footer in here. Once set footer will be shown in all the sales invoices
- Document copy labels and print preference:
User can set the copy of the document label in here if the document is copied once it will show as duplicate user can set the number of documents to print in here also.
2.RECURRING INVOICES:
Recurring sales invoice preference option deals with whether the automatically created invoice will be save as draft or is it should be converted into invoice to customer account.
User can enable draft or invoice for the recurring sales in this window
3.Credit notes:
User can enter terms and conditions and customer notes of the credit note in here.
4.Delivery note:
User can enter the details to be shown in the delivery note document in here.
User can enter the title of the delivery note can add signature and can disable it if needed, and can enable and disable customer notes and can also enable balance due amount to be shown in the delivery note view option.
5.Packing slip:
User can enter the details to be shown in the packing slip document in here.
User can enter the title of the packing slip , can add signature and can disable it if needed, and can enable and disable customer notes and can also enable balance due amount to be shown in the packing slip view option.
6.POS
Point of sales preference settings can be applied in this window.
There are options like payment account tax type etc. can be adjusted here.
- Bank account: user can apply default payment account of POS in here
- Tax type: user can select default tax type in here which in inclusive/exclusive.
- Paper size: user can select the print size of the paper in here mainly on 3 inch and 6 inch papers
- Footer : POS footer note can be added in this section it will be shown while printing the POS
1.PURCHASE INVOICE:
User can enable the columns to be shown in the purchase invoice from here.
Columns like product code, HSN/SAC, description, CESS rate etc.
User also can enable and disable payment notes details as well as due date of the invoice.
2.RECURRING PURCHASE/BILLS:
Recurring purchase invoice preference option deals with whether the automatically created invoice will be save as draft or is it should be converted into invoice to supplier account.
User can enable draft or invoice for the recurring purchase in this window
User can set preferences of the inventory in this window.
Preferences like stock validation, batch, tax etc. Can be applied in this window
1. Items
User can turn on/off stock validation in this menu by clicking turn off button user won’t be able to get out of stock warning messages as well as reorder level warning messages
User can set the default batch name for the items in this option
This option enables the user to set the tax rates of the product which is inclusive/exclusive or both.
1.KFC configuration
User can activate KFC from this window and this enables the user to set the CESS applicable, product CESS and service CESS to the GST category.
- After making any changes in the preference settings user can use the save button to save the changes made.
- If the user want to exit the window without saving the data use the exit button
- If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
Frequently Asked Questions?
01How do I insert my organization logo?
- Click on Settings =>Preferences=> select organization under general menu
- Click on upload icon under organization logo column
- Insert logo
- Click on save
02How do I change my Organization theme?
- Click on Settings =>Preferences=> select Organization from general menu
- Click on choose theme + button
- select any color from the color dialog box
- Click on save
03How do I upload my Organization signature?
- Click on Settings =>Preferences=> select Organization from general menu
- Click on upload under signature column
- Insert signature user can upload the signature in the form of JPEG, PNG, BMP, and GIF.
- Click on save
04How do I enable Future Date option?
- Click on Settings =>Preferences=> select Organization from general menu
- Put tick mark in the future date option
- Click on save
05How do I enable Transaction Lock option?
- Click on Settings =>Preferences=> select organization from general menu
- Put tick mark in the transaction lock option
- And select a date to lock transactions before that date
- Click on save
06How do I assign Item per page option?
- Click on Settings =>Preferences=> select Organization from general menu
- Choose number of page from the item per page drop down list
- Click on save
07How do I enable Watermark in print option?
- Click on Settings =>Preferences=> select Organization from general menu
- Put tick mark in show watermark in print option
- Click on save
08How do I enable show Signature in print option?
- Click on Settings =>Preferences=> select Organization from general menu
- Put tick mark in show signature in print option
- Click on save
09How do I enable Product code in sales invoice?
- Click on Settings =>Preferences=> select Sales invoice from sales menu
- Put tick mark in product code option
- Click on save
10How do I enable Thank you note?
- Click on Settings =>Preferences=> select Sales invoice from sales menu
- Put tick mark in thank you note option
- Click on save
11How do I change my Discount settings?
- Click on Settings =>Preferences=> select Sales invoice from sales menu
- Choose the required discount option from the “do you give discounts column”
- Click on save
12How do I assign my default Payment method?
- Click on Settings =>Preferences=> select Sales invoice from sales menu
- Choose the required payment method option from the “default payment method column”
- Click on save
13How do I enable Recurring invoices to save as draft?
- Click on Settings =>Preferences=> select Recurring invoice from sales menu
- Click on create invoices as draft.
- Click on save
14How do I enable to convert my Recurring invoices to customer account?
- Click on Settings =>Preferences=> select Recurring invoice from sales menu
- Click on create invoices directly to customer account.
- Click on save
15How do I set my Credit notes terms and conditions?
- Click on Settings =>Preferences=> select Credit note from sales menu
- Enter terms and conditions in the terms and conditions column
- Click on save
16How do I enable to show balance due in delivery note?
- Click on settings =>preferences=> select delivery note from sales menu
- Put tick mark in show balance due option
- Click on save
17How do I enable to show balance due in packing slip?
- Click on settings =>preferences=> select packing slip from sales menu
- Put tick mark in show balance due option
- Click on save
18How do I change my default bank account in POS?
- Click on settings =>preferences=> select POS from sales menu
- Select bank account name from the default bank account drop down list option
- Click on save
19How do I change the tax type in POS?
- Click on settings =>preferences=> select POS from sales menu
- Select tax type from the tax type drop down list option
- Click on save
20How do I enable product code in the purchase invoice?
- Click on settings =>preferences=> select purchase invoice from purchase menu
- Put tick mark in product code option
- Click on save
21How do I enable description in the purchase invoice?
- Click on settings =>preferences=> select purchase invoice from purchase menu
- Put tick mark in description option
- Click on save
22How do I enable show due date in my purchase invoice?
- Click on settings =>preferences=> select purchase invoice from purchase menu
- Put tick mark in show due option
- Click on save
23How do I turn off stock validation?
- Click on settings =>preferences=> select item from inventory menu
- Put tick mark in turn off stock validation
- Click on save
24How do I enable out of stock warning?
- Click on settings =>preferences=> select item from inventory menu
- Put tick mark in “enable out of stock warning whenever my stock drops to 0”
- Click on save
25How do I enable notification for stock reorder level?
- Click on settings =>preferences=> select item from inventory menu
- Put tick mark in “notify me whenever my stock drops below reorder point” option
- Click on save
26How do I change the default batch name of items?
- Click on settings =>preferences=> select item from inventory menu
- Enter batch name in the default batch name column
- Click on save
27How do I change the tax settings of items?
- Click on settings =>preferences=> select item from inventory menu
- Select the needed tax type from the “do you sell your items at rates inclusive of tax” column.
- Click on save
28How do I enable KFC?
- Click on settings =>preferences=> select KFC configuration from taxes menu
- click on tick mark of KFC to enable KFC
- Click on save
