# Settings How to Search in Settings -------------------------------------------------------------- The **Settings** section contains many options, which can sometimes feel overwhelming. To make things easier, XPOS provides a built-in search feature that helps you quickly find any setting. Steps to Search for a Setting ------------------------------------------------------------------ 1. Go to **Settings** 2. Locate the **Search** field at the top of the Settings page 3. Type a keyword related to the option you are looking for 4. Matching settings will appear instantly as you type 5. Click the relevant result to open that setting 1. Business Settings Overview ------------------------------------------------------------------ **Business Settings** allow you to configure common information and rules used across your business operations. These settings help standardize sales, taxes, pricing, and system behavior. Basic Business Information --------------------------------------------------------------- You can update the following details: - **Business Name** - **Business Start Date** - **Default Profit Margin** - **Currency** - **Time Zone** - **Business Logo** Financial Year Settings ------------------------------------------------------------ - Set the **financial year** based on your country - Some countries start the financial year in **January** - Others start in **April** - Select the option that applies to your business Tax and Pricing Settings ------------------------------------------------------------- ### Tax Information - Configure your business tax details - Set **default sales tax** applied to transactions ### Default Sales Discount - Set a default discount that applies automatically to sales Product SKU Prefix ------------------------------------------------------- - Enable **Product SKU Prefix** to automatically add a prefix to product SKUs - When enabled: - The prefix is added to manually entered SKUs - If SKU is left empty, the system auto-generates one with the prefix Contact Settings ----------------------------------------------------- ### Default Credit Limit - Location: **Business Settings > Contact** - This value is used as the default credit limit when creating: - Customers - Suppliers Sales Settings --------------------------------------------------- ### Default Sale Discount - Location: **Business Settings > Sale** - Automatically applies a discount to sales in: - POS screen - Add Sales screen ### Sales Item Addition Method Controls how products are added to the cart in POS and Sales screens. Options: 1. **Add item in new row** - Always adds the product as a new line 2. **Increase item quantity if it already exists** - Increases quantity if the product is already in the cart - Adds a new row only if the product is not present ### Amount Rounding Method - Defines how product prices are rounded - Options include: - Whole number - Rounded decimal values - If no method is selected, prices remain as whole numbers ### Minimum Selling Price Rule **Sales price is minimum selling price** - Prevents selling a product below its set selling price - Allows selling above the set price - Useful for protecting profit margins ### Inline Tax Display - Enable **Inline Tax** from **Business Settings > Tax** - Displays prices including tax on the POS screen ### Enable Sales Order - Turn on this option to use the **Sales Order** feature Transaction Edit Limit ----------------------------------------------------------- ### Edit Transactions Beyond 30 Days - You can control how many days a transaction remains editable - Set the allowed number of days in **Business Settings** - Increasing this value allows older transactions to be edited System Settings ---------------------------------------------------- ### Datatable Entry Selection - Location: **Business Settings > System** - Set the default number of rows displayed in data tables Allow Overselling of Products ------------------------------------------------------------------ - Location: **Business Settings > Sale** - Enable this option to sell products even when stock is unavailable - Useful for: - Non-stock items - Special order scenarios **Important Note:** - If a sale is made for out-of-stock products using this option: - The profit for those products will be calculated as **negative.** **2. Setting Invoice Scheme** XPOS allows you to customize how invoice numbers are generated for your business. How to Configure an Invoice Scheme ----------------------------------------------------------------------- ### Step 1: Open Invoice Settings - Go to **Settings** - Select **Invoice Settings** ### Step 2: Add a New Invoice Scheme - Click **Add** to create a new invoice scheme ### Step 3: Choose Invoice Format - Select an invoice number format, such as: - `XXXX` - `-XXXX` ### Step 4: Customize Invoice Details You can configure the following options: - **Custom prefix** (optional) - **Starting invoice number** - **Number of digits** for the invoice number ### Step 5: Preview the Invoice Number - The **Preview** box shows how the invoice number will look based on your selected options ### Step 6: Set Default Invoice Scheme - Choose one invoice scheme as the **default** - Only the default scheme will be used when generating invoices for the business **3. Adding a New Label or Barcode Setting** XPOS includes several ready-to-use barcode and label configurations. If your label size or layout is not available, you can create a custom configuration. Before you begin, make sure you have **all label measurement details**. All measurements must be entered **in inches**. Steps to Add Barcode Sticker Settings -------------------------------------------------------------------------- ### Step 1: Open Barcode Settings - Go to **Settings** - Select **Barcode Settings** - Click **Add** ### Step 2: Enter Basic Details - Provide a **name** for the barcode setting - Add a **description** for reference (optional but recommended) ### Step 3: Choose Sticker Type - If you are using label rolls, enable **Continuous feed or rolls** - Some measurement fields are not required when this option is enabled ### Step 4: Enter Measurement Details (All values must be in inches) Enter the following information as applicable: - Additional top margin - Additional left margin - Sticker width - Sticker height - Paper width - Paper height - Number of stickers per row - Distance between rows - Distance between columns - Total number of stickers per sheet Testing the Barcode Setting ---------------------------------------------------------------- ### Step 5: Print a Test Label - Go to **Purchase** - Use the **Print Label** option to print a sample sticker ### Step 6: Adjust if Needed - If alignment or size is incorrect, return to **Barcode Settings** - Edit the measurements until the label prints correctly **4. Tax Rates** Tax Rates allow you to define and manage taxes applied to purchases and sales. ### How to Add a New Tax Rate 1. Go to **Settings > Tax Rates** 2. Click **Add** 3. Enter a **tax name** (for example: *VAT @ 5%*) 4. Enter the **tax percentage** 5. Save the tax rate Tax Groups ----------------------------------------------- Sometimes, more than one tax needs to be applied to the same invoice or purchase. In such cases, you can use **Tax Groups**. ### How to Create a Tax Group 1. Go to **Settings > Tax Rates** 2. Click **Add Tax Group** 3. Enter a **meaningful group name** 4. Select the **tax rates** to include in the group 5. Save the tax group ### Important Points About Tax Groups - The **tax rate of a tax group** is the total of all selected sub-tax rates - If a sub-tax rate is updated, the related tax group rate updates automatically - A tax rate **cannot be deleted** if it is already used in a tax group How to Disable Tax ------------------------------------------------------- If you do not want to use taxes in your system, follow these steps: ### Step 1: Open Business Settings - Go to **Settings > Business Settings** ### Step 2: Disable Tax Options - Uncheck **Enable inline tax in purchase and sell** - Uncheck **Enable Price & Tax info** ### Step 3: Remove Default Sales Tax - Set **Default Sale Tax** to **None**