Configuration

Approval routing, general rules, preferences, online store, SMS, mail, WhatsApp, fuel allowance, and beat settings.

11 articles

Find your way around Configuration, and send cheque receipts dated after the invoice due date for verification and approval.

Set the rules for delivery and payment OTPs, GPS checks, store visits, credit basis, tax round-off, numbering, and increments.

Choose how discounts and extra charges work on transactions, and set round-off, discount, and courier charges on payment vouchers.

Set up your online store address — a subdomain or your own domain — and turn the storefront on or off.

Connect the SMS gateway each location sends messages through, and test it before saving.

Set the outgoing mail server and sender each location sends email from, and test it before saving.

Manage WhatsApp credits and billing, customer consent, your WhatsApp Business connection, and message templates.

Hold sales to customers over their credit limit or with overdue invoices until they are verified and approved.

Hold defects sent to a vendor from your own stock until they are verified and approved.

Turn on daily automatic fuel allowances, set the default mileage, and set the formula and rate for each role.

Set the rules that build each salesman's daily shop list — style, shop groups, visit frequency, flags, and route planning.