General

Settings

Branch

Dashboard Sales

Purchase

Accounts

Inventory

Customer Supplier Reports

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.

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.

OPTIONS AVAILABLE IN ORGANIZATION PREFERENCES:

Organization logo:

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.

Choose theme:

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.

Round off:

User can set the amount round off option in this 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 transaction and the transaction can only be take place in 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 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

Signature :

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.

Dash board content:

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

SALES

1.SALES INVOICES:

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

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.

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.

Sales invoice footer:

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.

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.

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

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

Stock validation:

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

Batch name:

User 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.

TAXES

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

How to set up Preferences in Accoxi?