In preference window user can set different types of options available for the modules of the Accoxi.
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.
The organization preference settings allows the user to set various features available for an organization like setting up organization logo, signature, theme etc.
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
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.
OPTIONS AVAILABLE IN LOYALTY
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.
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.
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.
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
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.
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
User can enter terms and conditions and customer notes of the credit note in here.
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.
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.
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.
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
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.
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.