Settings Menu (Configuration & Master Data)
Purpose
Settings is used to configure the app and manage important master data such as categories, units, warehouses, taxes, brands, currencies, user groups/permissions, and more.
How to Open
- From Entry (main menu), open Settings.
- The Settings page shows a grid of menu cards (commonly 2 columns).
Access Notes (Roles)
Not all Settings menus are available to every role:
- Some menus are Owner only.
- Some menus are Owner/Admin.
- If you don’t have permission, the app may show “You are not allowed to access this menu.”
- If you’re not logged in, most menus will be disabled and you’ll be redirected to Login.
Common Menus Inside Settings
Depending on your build and permissions, you may see:
- POS Settings (Owner, login required)
- Biometrics (may be accessible anytime)
- Categories (Owner, login required)
- Expense Categories (Owner, login required)
- Generate COA (Owner, login required)
- Units (Owner, login required)
- Warehouses (Owner, login required)
- User Groups (Owner, login required)
- Tax Rates (Owner, login required)
- Brands (Owner, login required)
- Currencies (Owner, login required)
- Change Logo (Owner, login required)
- Billers (Owner, login required)
- FCM Tester (Owner/Admin, login required)
- Reload Setup (Owner/Admin, login required)
Tips
- If a master data menu can’t be opened, confirm you are logged in and have the right role (Owner / Owner+Admin).
- After editing master data, changes are typically saved immediately and used across the app.