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Business Settings allows you to set some of the common business-related information.

Here you can change:

• Business name
• Start Date
• Set Default Profit margin
• Currency
• Time zone
• Logo
• Financial year: For some countries, the financial year starts in January and for some, it starts in April. Here you can set the appropriate option for your country.
• Tax information
• Product SKU prefix: Enable this feature to generate a prefix for Product SKU. Once enabled, while adding a new product the SKU field with add this prefix along with the input given or if left empty will autogenerate a value along with this prefix.
• Default Sales discount
• Default Sales tax

Business Settings > Contact > Default credit limit: The credit limit provided here will be used as the default value when creating a customer or supplier

Business Setting > Sale > Default Sale Discount: The default discount will be used for all sales in the POS & Add sales screen.

Here you can add:

• Default Sale Discount
• Default Sale Tax
• Sales Item Addition Method
• Commission Agent
• Payment Link

Sales

Sales Item Addition Method:

• It has 2 options: “Add item in new row” & “Increase item quantity if it already exists”
• This option is related to POS & Sales screen when a new product is added.
• Add item in new row: It will always add a product in new row
• Increase item quantity if it already exists: If the product already exists in the cart, it will increase its quantity else it will add it in a new row.

Amount rounding method:

Sales price is minimum selling price:

If this option is enabled then the product cannot be sold at a price lower than the selling price set for the product.

It can be sold at a higher price but not at a lower price.

Enable inline Tax:

To display the price inc. tax on the POS screen, kindly enable the check box in the Business Settings->Tax.

Enable Sales Order:

This will enable the Sales Order feature.

What is a Sales Order?

• A Sales Order is a document given by the supplier to the buyer against a Purchase Order by the buyer.
• A sales order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.
• Once the buyer agrees to the sales order, the goods are shipped by the supplier.
• Sale order has multiple statuses: Ordered, Partial, Completed

Enabling Sales Order:

To enable a Sales Order, follow the below steps:

1. Go to Settings -> Business Settings
2. Sales tab -> Enable Sales Order
3. Save it.

Default Sale Discount:

The default sale discount can be added to products in Business Settings -> Sale

Limit for Transaction Edit:

How to edit transactions for more than 30 days?

In order to increase the limit for editing the transaction, set the number of days in the business settings.

Datatable Entry Selection:

The default number of entries in the data tables can be selected in Business Settings -> System.

Allow Overselling of Products:

In some cases, the products need to be sold even when they are out of stock. In such cases, you can enable the “Allow Overselling” Option from the Business Settings > Sale.

This will allow you to add sales for non-stock products.

NOTE: If the sale is added for products that are out-of-stock using the Allow Overselling Option, then the profit will be calculated as negative for those products.

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CybroERP comes with the option to handle multiple business locations or WareHouse or Storefronts for your business.

1. To create a new Business Location go to “settings -> Business Locations”
2. Fill the business details.
3. Choose an Invoice scheme & Invoice Layout for the location.

Here you can add

• Name
• Location ID
• Landmark
• City
• Zip Code
• State
• Country
• Price Group
• Invoice Scheme
• Invoice Layout for POS
• Invoice Layout for Sale

You can add multiple locations also.

-When having multiple locations, you will have to select the Location while adding purchases or in the pos screen.

• Inventory and transactions are managed separately for each location you create so that you can easily track and analyze them for each location.

 Disabling Business Location:

To disable a “business location”, click on the “Deactivate location” button present in List “Business Location“.

NOTE 1: After a business location is disabled, any users assigned to that business location must be assigned to another non-disabled business location.

NOTE 2: You must keep at least 1 business location non-disabled. If all business location is disabled then the application will throw errors.

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Invoice settings

To configure go to Settings -> Invoice settings

• Click on Add and select a scheme format.
  The format can be XXXX or <year>-XXXX
• You can also provide a custom prefix, invoice start number, and number of digits in the invoice number.
• The preview box will display the preview according to the chosen option.
• You will need to set a default invoice scheme for a business to use it.

Invoice Layouts

Invoice Layout helps you to create different invoice formats.

To add a new invoice layout:

Go to Settings->Invoice Settings->Invoice Layout->Add

1. Give a unique distinguishable Layout name
2. Add the text to be shown in the top/header of the invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
3. Add other relevant details.
4. You can show/hide address fields.
5. You can mark a layout as default. The default layout is used when no layout is found for a location.
6. Click on Save.

To use an invoice layout in a location, go to” Business Locations -> Edit” and assign the invoice layout.

Tax Summary:

To see the tax summary in invoice, go to add/edit invoice layout, and enter the “Tax Summary Label” option and it will show the tax summary in the invoice.

Total in words:

To display total in words in the invoice Enable:

1. Show the total in words 
2. Choose “Word Format”

Discounted Price:

To display the discounted unit price and discount amount in the invoice, enable the following filed in the invoice layout

1. Discounted unit price label
2. Item Discount label

Display unit breakdown:

To display the reduction summary of quantity from multiple units, enable the check box ‘show base unit details (If applicable)’.

Display Base and Multiple Unit details:

If you have added multiple units in your system, you can display the relation of the base and multiple units in the invoice.

For example, if 1 dozen = 12 pieces. Then you can display it in the invoice with the price.

To achieve this, follow the steps given below

Step 1: Go to Settings > Invoice Settings > Invoice Layout.
Step 2: Enable the ‘Show base unit details’ checkbox.

Now, if you select a multiple unit the details will be displayed in the invoice.

Adding sale custom fields in the invoice:

The sale custom fields can be added to the printed invoice.
Step 1: To achieve it, Go to Settings > Invoice Settings > Invoice Layout.
Step 2: Select the invoice layout in which you need the sale custom fields to be printed.
Step 3: Enable the checkboxes for the sell custom fields, “sell 1”, “sell2” etc, and save it.

Now, when you use this chosen invoice layout, the custom fields you set up for sales will automatically appear on the printed invoice.

Letterhead:

A letterhead image containing all details of your business(organization name, address, business registration & other details) can be added to invoices.

The letterhead will be displayed at the top portion of the invoices.

1. Go to Settings > Invoice Settings > Invoice Layout.
2. Enable the “show letterhead” checkbox.
3. Upload the letterhead file (Max 1 MB)

Editing invoice layout HTML/CSS/Javascript
To manually change the code for invoice layout the path is: resources/views/sale_pos/receipts/{design_name}.blade.php Where design_name = name of the design you want to change like classic/elegant/detailed/slim etc.

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Adding a new barcode settings

CybroERP comes with some commonly used barcode configurations for you out-of-box. If your barcode configuration isn’t covered then you can easily create a new configuration.

You must have all the measurement details of the sticker to create a configuration. All dimensions need to be in inches.

Adding Barcode sticker settings

• Go to Settings -> Barcode Settings -> Add.

• Enter a descriptive name of the setting. Add some description for your information.

• If you’re using a Roll, then check the “Continuous feed or rolls” checkbox.

• Enter Additional top margin (In Inches), Additional left margin (In Inches), width of the sticker, Height of the sticker, Paper width, Paper height, number of stickers in one row, distance between 2 rows, distance between 2 columns and the total number of stickers per sheet.
• Some of this information is not needed for Continous feed or rolls.

You must test your setting by printing a dummy sticker in the Purchase – print label option. If something seems wrong, then edit the measurement accordingly.

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Setting Up A Thermal Printer For Receipt Printing

Thermal Printers:

2 types of thermal printers are available in the market:

• Thermal Line Printers. : Easy to Install & Use.
• Thermal ESC/POS printers: Complicate to install & use, also some languages & currencies symbol may not be supported.

Adding a Printer:

• “Settings”> “Receipt Printers”
• Click on “Add Printer”

• Enter “Printer Name”
• Select the appropriate “Connection Type”
  • For “Network” provide the IP Address of the printer.
  • For “Windows” map the printer to a file and provide the path of the file. You can do this by sharing the printer with your local host.
• Select “Capability Profile”
• Characters per line
• IP Address
• Port
• Path

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• To add a new tax go to Settings -> Tax Rates -> Add
• Add a descriptive name (eg: “VAT@5%”) and specify the “Tax Rate%”

Tax Groups:

1. Sometime you will need to apply multiple taxes to an invoice or purchase. So you should create tax groups by combining multiple taxes.
2. To add a Tax Group – Click on Add Button, Give a meaningful name, select the tax you want to use in this tax group.
3. The tax rate of tax group will be the sum of tax rates of Sub-taxes added.
4. If sub-tax is edited the corresponding tax group’s tax rate will also get updated accordingly.
5. You cannot delete a Tax if it is used in a Tax Group.

Disable Tax:

1. Don’t add Tax Rates in settings
2. Go to Settings – Business Settings.
   1. Uncheck “Enable inline tax in purchase and sell“
   2. Uncheck “Enable Price & Tax info“
   3. Select “Default Sale Tax” as None

NOTE: If you disable the inline tax in the purchase and sell, the Price Inc tax column will not be shown in the POS screen.

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Enabling Types of Service

Go to Settings -> Business Settings -> Modules -> Check the “Types of Service” and save it.

Adding new Types of Service

1. To add, go to Settings -> Types of service -> Add
2. Add a “name”, “description”
3. For each location select the Price Group that will be applicable. Select “Default Selling price” for selling in default price of the product.
4. Enter packing charge, leave empty if not applicable.
5. Enable custom field: this will enable some custom fields in type of service in POS screen.

Using Type of Service in POS/sales screen:

1. On Enabling Types of service in POS screen you will see the option to select Type of service.
2. Before adding a sales select the type of service and enter the relevant details.
3. You can show the type of service information in receipt by enabling it from Invoice Layout.

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Creating Packages:

Here you can see all of the packages offered

1. New customers during registration will be shown the list of packages and they can select the package, pay for it, and start using. Without making a payment they will not be able to use the form-generator.
2. Existing customers can subscribe to the package by going to the “My Subscription” page.

Modifying package Subscription details:

• Superadmin can modify the subscription of any user by going to Superadmin -> Package Subscription
• Click on Edit any subscription and you can modify the start & end date of the package.

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