How to set up Preferences in Accoxi?

In preference window user can set different types of options available for the modules of the Accoxi.

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.

PREFERENCE

Preference

  • GENERAL

 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.

Organization Preference
OPTIONS AVAILABLE IN ORGANIZATION PREFERENCES:
  • Organization logo:

Users can add the organization logo to ACCOXI by clicking the upload button. Users can select the logo image from the pc, the image type can be in the form JPEG, PNG, BMP, GIF.

  • Choose theme:

Users can opt for a theme for their organization from this option. The color theme option is available by clicking the + icon and the 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.

  • Round off:

Users can set the amount round-off option in these settings. Round off can be upwards, downwards, nearest, or no round-off

  • Allow future date:

This option allows the user to make future date transactions. If it is disabled user can’t make future date transactions and the transaction can only take place on the current date

  • Transaction lock:

ACCOXI provides an option to lock transactions before a particular date.

This helps the user to eliminate any frauds and errors

  • Item per page:

This option is to set the number of items to be shown in a single window. By setting an item per page to 20 the user can view 20 items in a single page

  • Signature :

Users can upload signatures or seals of the organization here by clicking upload Users 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.

 

2. PAPERLEZ.COM

Paperlez.Com
3.LOYALTY

OPTIONS AVAILABLE IN LOYALTY

  • Loyalty Customer and Number creation

There are two options available for Loyalty customer number creation which are, automatic and manual.

If the user select automatic mode, while generating a customer from the customer module this customer will be automatically created as a loyalty customer and a loyalty card will be assigned to them. And user cannot create card info details in automatic option.

In the case of manual mode, user can manually create loyalty customer and also can create card info details.

User can select any one of the option and the loyalty customer creation will work on the basis of the mode selected.

 

  • Loyalty Redeem

Two options are available for Loyalty redeem process which are after tax and before tax. User can select anyone of the option for loyalty card redeem.

 

  • Card Generation Settings

       If the user selects automatic option in Loyalty Customer and Number creation user need to    enter the details for automatic loyalty card generation.

Default card- For the process of automatic card generation a default card should be assigned. First user need to select type of card on this field. By clicking on the select option list of created cards will open and can select the required one.

Starting card number- After selecting the default card, user can enter the starting number of the card in this field.

If the user wants to create loyalty membership on customer creation, mark the option below the Starting card number.

Preference Loyalty (1)
  • SALES

 1.SALES INVOICES:

The user can set various options for the sales invoice in this preference settings like discounts, payment methods etc.

Preference Sales Invoice
  • Column options:

User can enable or disable columns in the sales invoice window.

The available columns are product code, HSN/SAC, description, disc %, disc amt.

  • Other options:

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.

  • Bank Details

the users can add their Bank details such as Bank Name, Branch Name, IFSC, Account name, Account number, and it will be shown in the sales invoice view form

  • Invoice QR code

Users can simply enter their UPI ID and pay name to generate QR code and It is shown in the sales invoice view form

  • Discount options:

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.

  • Rate and CESS option

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.

  • Payment method:

User can select the default payment method in the sales which cash sales or credit sales.

  • customer notes:

User can add customer notes in here. Once set customer note it will be shown in all the sales invoices

  • Terms and Conditions

users can add the terms and conditions of sales invoice and it =will be reflected in the sales invoice forms

  • 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

Recurring Sales
3. Sales Order

Users can enter terms and conditions and customer notes of the sales order here.

 

Sales Order Preference

4. Credit notes:

Users can enter terms and conditions and customer notes of the credit note here.

Credit Notes
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.

Delivery Notes
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.

Packing Slip

  • PURCHASE

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.

Purchase Preference
2. RECURRING PURCHASE/BILLS:

The recurring purchase invoice preference option deals with whether the automatically created invoice will be saved as a draft or if it should be converted into an invoice to a supplier account.

Users can enable draft or invoice for the recurring purchase in this window

Recurring Purchase Preference

3. Purchase Order

The Purchase order preference setting deals with the customer notes and the terms and conditions which is shown in the purchase order forms. Users can type the data in this column.

Purchase Order Preference

  • INVENTORY

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

Items Preference
  • Price List

The users can set various prices for their products. 

  • Batch name:

Users can set the default batch name for the items in this option

  • Tax rates:

This option enables the user to set the tax rates of the product which is inclusive/exclusive or both.

 

 

2. Weighing Scale

 

Weighing Scale Preference

  • TAXES

1.Tax Rates

Tax Rates Preference

 

  • 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 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

24How 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

25How 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

26How do I add Bank details to the sales invoice?

  • Click on Settings- Preference- Sales Invoice
  • Enter the Bank name, Account no, Account name, Branch name, IFSC code
  • Click on the save option

27How can I add a QR code to the sales invoice?

  • Click on Settings- Preference- Sales Invoice
  • Enter the UPI ID and pay name
  • Click on the save option

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