Admin / Settings and AI
Business settings
Configure customer requirements, trading rules, repair policies and storefront details in Admin.
Business settings controls the decisions that affect how your shop trades. You need permission to update business settings. Sections appear only when their features are enabled.
Change a setting
- Open Settings → Business settings.
- Find the relevant section and change the fields you need.
- Select Save changes. Correct any validation errors and check the saved values.
- Check the affected workflow with a demonstration record before relying on the new rule.
System Active is the main access switch. Turning it off blocks ordinary users from the applications and Admin; accounts with bypass access can still enter. Keep it on during normal trading.
Customer and trading rules
| Section | What to review |
|---|---|
| Customer Creation | Required Fields controls additional information required when adding customers. |
| Sales Price Overrides | Cashier/package/representative price editing and item-exchange switches. Validation and permissions still apply. |
| Mobile Sales Visibility | Order and invoice visibility; daily-schedule option where field sales is enabled. |
| Approvals | Manager-approval requirements for order cancellation and invoice returns. |
| Inventory Rules | Available-products display, no-stock sales, pre-order billing, salesperson requirement, first-order credit limit, GRN entry/posting mode and stock-adjustment entry type. |
| Expense Approval | Automatic approval, receipt requirement and Auto-Approve Up To. A zero threshold means all amounts, not no approval. |
These are Admin configuration steps. Workflows in other applications will be documented separately. A setting’s presence does not add an action to the current Admin screen.
Repair policy
When available, Default Warranty Terms & Conditions sets shared warranty wording. Warranty Service Receive Policy controls unknown/foreign serials, multiple active claims, paid service without warranty, intake requirements and staff capabilities.
Review these options before repair intake. In particular, enabling a deposit-related policy does not provide a deposit input in the current Admin intake form. Use only the collection controls available in your installed workflow.
Storefront and scale settings
When ecommerce is enabled, set Brand and Store Details, Opening Hours, Social Media and Apps, and Storefront Availability. Images must be no larger than 4 MB. Open days need opening and closing times; closed days save without times. Blank social fields hide the corresponding link. Other Links needs both a label and a valid URL. Maintenance and coming-soon modes change what shoppers see.
Where shown, POS Counter Note Denominations stores nonnegative note values. Weighed Products & Scale Barcodes uses prefix, PLU digits, weight digits and divisor; match these to a real scale label. A divisor of 1000 converts printed grams to kilos. This guide covers configuration, not the other application’s billing procedure.