KB CloudERP - Help Center
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  • Overview
    • About
    • Changelog
    • Support
  • Knowledge Base
    • Get Started
      • How to register your business in KB CloudERP?
      • How to do a quick setup of business settings?
      • How to setup your company details?
      • How to setup multiple business locations/warehouse?
      • How to set up a bank/cash?
      • How to add payment accounts in KB CloudERP?
      • How to setup and edit payment methods?
      • How to setup tax rates, tax groups & disable tax?
      • How to setup an invoice scheme?
      • How to setup invoice layout?
      • How to add types of service?
      • How to change the theme color?
    • Import
      • Import products using Excel file templates
      • Import opening stock using Excel template
      • Import contacts using Excel file templates
      • Import sales using Excel file templates
    • Users
      • How do you setup roles?
      • How to add user?
      • How to assign location to user?
      • How to add commission agents?
    • Contacts
      • Add supplier & customers
      • Add customer groups
      • Add opening balance & payments
      • Add advanced balance
      • Add credit limit for customers
      • View customer & supplier ledger
    • Products
      • Add product category
      • Add product units
      • Add product variations
      • Add products
      • Add product types
      • Add opening stock
      • Duplicate product
      • Product warranty
      • Printing labels/barcode
      • Product selling price groups
      • Product expiry settings
      • What is stock transfer?
      • What is stock adjustment?
      • Product stock history
      • Edit products (bulk edit)
      • Delete products (bulk delete)
      • How to do price update?
      • Product tax types
    • Purchase
      • Adding purchase
      • Purchase order
      • Purchase requisition
      • Purchase payment
      • Purchase invoice
      • Different purchase price
      • Purchase with excise/custom duty
    • Sales/Sell
      • POS screen guide
        • Finalize sales options
        • Tender change
        • Adding payments from contact
        • Previous sale amount in sales
        • Use case of suspended sales
        • Rounding mechanism explained
        • Adding bonus or free items at sale
        • Featured products in the POS screen
        • Display product unit price in POS
        • Shipments, home delivery, or parcel management
        • Cash denomination
      • Sales subscriptions
      • Sales services
      • Sales return
      • Sales order
      • Discounts by brand, category, location
      • Displaying QR code in invoice
      • Gift receipt
      • Proforma invoice
      • Invoice external URL
    • Expenses
      • Add expense categories
      • Add expenses
      • Add recurring expenses
      • Add expenses refund
      • Add payroll expenses
    • Reports
      • How to check reports?
      • Cash register report
      • Stock expiry report
      • How to export your data/reports?
    • Notifications
      • Notifications templates
        • Ledger notifications
        • Customer notifications
        • Supplier notifications
      • How to setup SMS notifications
      • How to setup email notifications
      • Auto send notifications
    • Custom Labels
      • Custom payments
      • Contact custom fields
      • Products custom fields
      • Location custom fields
      • User custom fields
      • Purchase custom fields
      • Purchase shipping custom fields
      • Sell custom fields
      • Sale shipping custom fields
      • Type of service custom fields
    • Settings
      • How to search in settings?
      • Disable tax rates
      • Decimal precision for currency & quantity
      • Disabling printing receipts on the POS screen
      • Enable customer reward points
      • Stock accounting methods
      • Lot number/IMEI serial tracking
    • Modules
      • Accounting Module
      • Restaurant Module
        • Add tables
        • Add modifiers
        • Add table bookings
        • Enable service staff
        • Enable service staff pin
        • Kitchen dashboard
        • Kitchen orders
        • All orders & line orders
      • HRM Module
        • Payroll management
        • Shift management
        • Holidays management
        • Leave management
        • Attendance management
        • Essentials module
        • What is a sales target?
      • Project Management
      • CRM Module
      • Advance Repair
      • HMS Module
      • Manufacturing
        • Settings
        • Permissions
        • Using for repackaging and selling
      • WooCommerce
      • Spreadsheet
      • Catalogue QR
      • Partnership
    • Integrations
      • Google Map
      • Chat GPT
      • WooCommerce
      • Khalti
    • Tips & Tricks
      • Keyboard shortcuts for POS
      • Improve browser based print (Receipts or other)
      • Create shortcuts for web
      • Browser full-screen mode or distraction-free mode
      • Barcode scanner trick
      • Reusing product barcodes
  • Help and FAQ
    • Troubleshoot
    • Hardware Support
      • How to add a barcode scanner?
      • How setup label weighing scale?
      • How to setup thermal printer for receipt printing
      • Barcode printer support
      • How to setup a printer to open cash drawer automatically?
    • FAQ
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On this page
  • Sales:
  • Enable inline Tax:
  • Enable Sales Order:
  • Default Sale Discount:
  • The limit for Transaction Edit:
  • Datatable Entry Selection:
  1. Knowledge Base
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How to do a quick setup of business settings?

PreviousHow to register your business in KB CloudERP?NextHow to setup your company details?

Last updated 10 months ago

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 begins in April, and in Nepal, it starts from July 15,16,17 randomly. 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, it will autogenerate a value along with this prefix.

  • Default sales discount

  • Default sales tax

  • Business Setting -> 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.

Important Note:

Nepali Financial/Fiscal year generally starts on 15,16,17 July so to resolve that we are planning to integrate the AD-BS switch system where you will be able to select Nepali months and dates, also it will have the Nepali date picker for transactions entries. For feature requests, roadmaps, and changelogs kindly check out the below URL ->

Sales:

Sales Item Addition Method:

  1. It has 2 options: “Add item in a new row” & “Increase item quantity if it already exists”

  2. This option is related to the POS & Sales screen when a new product is added.

  3. Add item in new row: It will always add a product to a new row

  4. 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:

The price of the products can be taken as a whole number or as a rounded decimal value by selecting the particular roundoff method. If none is selected the value is taken as a whole number.

The sales price is the 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.

Default Sale Discount:

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

The limit for Transaction Edit:

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.

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