⚙️Settings

The Settings Module in BizMandala allows you to customize and configure various aspects of your business management system to suit your specific needs.

1. General Settings: General Settings include basic configurations that affect the overall operation of BizMandala.

Configuring General Settings

  1. Navigate to Settings: Click on the Settings icon in the menu.

  2. Access General Settings: Select 'General' from the dropdown menu.

  3. Update Basic Information: Enter or edit details such as company name, address, contact information, and logo.

  4. Set Time Zone and Language: Choose your preferred time zone and language for the application.

  5. Save Changes: Click 'Save' to update the general settings.

2. Sales Settings: Sales Settings allow you to configure options related to sales transactions and invoicing.

Configuring Sales Settings

  1. Navigate to Settings: Click on the Settings icon in the menu.

  2. Access Sales Settings: Select 'Sales' from the dropdown menu.

  3. Invoice Settings: Customize the appearance and information displayed on invoices, such as terms and conditions, logo, and footer notes.

  4. Discounts and Taxes: Configure default discount rates and tax rules applicable to sales transactions.

  5. Payment Terms: Define payment terms and conditions for sales invoices.

  6. Save Changes: Click 'Save' to update the sales settings.

3. Accounting Settings: Accounting Settings help you manage financial aspects such as tax rates, fiscal year configurations, and chart of accounts.

Configuring Accounting Settings

  1. Navigate to Settings: Click on the Settings icon in the menu.

  2. Access Accounting Settings: Select 'Accounting' from the dropdown menu.

  3. Tax Configuration: Set up different tax rates and rules applicable to your business.

  4. Fiscal Year Settings: Define the start and end dates for your fiscal year.

  5. Chart of Accounts: Customize the chart of accounts to suit your business needs.

  6. Currency Settings: Manage the currencies used in your transactions and financial reports.

  7. Save Changes: Click 'Save' to update the accounting settings.

4. Payment Settings: Payment Settings define and manage different payment methods and settings for your business.

Managing Payment Methods

  1. Navigate to Settings: Click on the Settings icon in the menu.

  2. Access Payment Settings: Select 'Payment' from the dropdown menu.

  3. View Payment Methods: You will see a list of all payment methods.

  4. Add New Payment Method: Click on 'New Payment Method', enter the required details (method name, description, settings, etc.), and click 'Save'.

  5. Edit Payment Methods: Select a payment method from the list, update the necessary information, and click 'Save'.

5. Notification Settings: Notification Settings allow you to set up alerts and notifications for various events and actions within the system.

Configuring Notification Settings

  1. Navigate to Settings: Click on the Settings icon in the menu.

  2. Access Notification Settings: Select 'Notification' from the dropdown menu.

  3. View Notification Rules: You will see a list of all notification rules.

  4. Add New Notification Rule: Click on 'New Notification Rule', enter the required details (event, recipient, message, etc.), and click 'Save'.

  5. Edit Notification Rules: Select a notification rule from the list, update the necessary information, and click 'Save'.

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