Where
Open Configuration (menu Account Setup › Configuration). It has tabs: Sales, Purchase, Inventory, Voucher, Fixed assets and Miscellaneous. Each tab saves its own settings.
Required before anyone can sell
The sales screens stay switched off, with the message "Please set sales, sales return ledger, cancel product and cancel customer from configuration section to proceed.", until all of these exist:
| Setting | Tab | What it is |
|---|---|---|
| Sales ledger | Sales | Where sales income is booked when a product has no sales ledger of its own |
| Sales return ledger | Sales | Where returns are booked when a product has no return ledger of its own |
| Cancel product | Miscellaneous | A product used to represent cancelled sales on the VAT reports |
| Cancel customer | Miscellaneous | A customer used to represent cancelled invoices on the VAT reports |
| Cash ledger | Voucher | The cash account that cash sales and cash receipts are deposited to |
| An active fiscal year | Fiscal year screen | See The fiscal year; with IRD on it also needs a Fiscal year IRD name |
While any of them is missing, the Add button of every sales screen is greyed out.
Switches that change what a clerk can do
| Setting (tab) | Effect |
|---|---|
| VAT, Sales product discount, Sales invoice discount, Luxury tax (Sales) | The sales adjustments the screens use (Set up VAT, discounts and other sales adjustments) |
| Amount limit action, Day limit action (Sales) | The company's credit actions (Credit limit and credit days on sales screens) |
| Sales Bill Cancel (Sales) | Shows the cancel button on invoices (Cancel an invoice). Off by default |
| Sales invoice required on return? (Sales) | A sales return must name the invoice it returns |
| Reference no (Sales) | Warns when the same reference voucher number is already on another invoice |
| Order expiry day (Sales) | How many days a new sales order or quotation stays valid. Default 7 |
| Hide partial order outstanding (Sales) | Offers only orders of which nothing has been delivered or invoiced yet when you pull an order into a delivery note or invoice |
| Set sales option as by default cash sales option (Sales) | New invoices start as cash (Cash sales and credit sales) |
| Make Area, City and Address information required (Sales) | A customer cannot be saved without them |
| Make party free from agent (Sales) | Every user can search all customers |
| Product groupwise bill, No of extra row on print bill (Sales) | Printing options |
| Negative stock (Inventory) | Block, warn or ignore selling more than the stock balance (Negative stock: where Penahak checks it) |
| Is VAT mode changeable? (Miscellaneous) | Lets a line be entered VAT inclusive or exclusive |
| Over payment receipt applicable (Miscellaneous) | Lets a receipt be more than the invoice's outstanding amount |
| Reference number compulsory on receipt voucher (Voucher) | A receipt needs a reference |
| Receipt mode (Voucher) | The mode a new receipt voucher starts with |
| Tax invoice print copies (Miscellaneous) | How many copies the first print of an invoice makes when IRD is on: one, two or three (Print and reprint invoices) |