Configuration
Approval routing, general rules, preferences, online store, SMS, mail, WhatsApp, fuel allowance, and beat settings.
11 लेख
Payment Approvalअंग्रेज़ी
Find your way around Configuration, and send cheque receipts dated after the invoice due date for verification and approval.
General Configअंग्रेज़ी
Set the rules for delivery and payment OTPs, GPS checks, store visits, credit basis, tax round-off, numbering, and increments.
Preferencesअंग्रेज़ी
Choose how discounts and extra charges work on transactions, and set round-off, discount, and courier charges on payment vouchers.
Ecom Configअंग्रेज़ी
Set up your online store address — a subdomain or your own domain — and turn the storefront on or off.
SMS Settingsअंग्रेज़ी
Connect the SMS gateway each location sends messages through, and test it before saving.
Mail Settingsअंग्रेज़ी
Set the outgoing mail server and sender each location sends email from, and test it before saving.
WhatsApp Settingsअंग्रेज़ी
Manage WhatsApp credits and billing, customer consent, your WhatsApp Business connection, and message templates.
Credit Enforcementअंग्रेज़ी
Hold sales to customers over their credit limit or with overdue invoices until they are verified and approved.
Inventory Defect Approvalअंग्रेज़ी
Hold defects sent to a vendor from your own stock until they are verified and approved.
Fuel Allowance Settingsअंग्रेज़ी
Turn on daily automatic fuel allowances, set the default mileage, and set the formula and rate for each role.
Beat & Coverageअंग्रेज़ी
Set the rules that build each salesman's daily shop list — style, shop groups, visit frequency, flags, and route planning.