Setup Your Business Details | casjer.com

Setup Your Business Details

  1. After login, you will be redirected to the homepage.
    The first thing you should do it setup your business details so that the system works according to you.
  2. Setup your business by adding below mentioned details:
    1. Brand: Add all the brands.
    2. Tax Rates: Setup taxes and tax groups. 

      Tax Rates

      1. To add new tax go to Settings -> Tax Rates -> Add   
      2. Add a descriptive name (eg: “VAT@5%”) and specify the “Tax Rate%” 

      Tax Groups

        1. Sometime you will need to apply multiple taxes to an invoice or purchase. So you   

            should create tax groups by combining multiple taxes.

      1. To add a Tax Group – Click on Add Button, Give a meaningful name, select the tax you want to use in this tax group.
      2. The tax rate of tax group will be the sum of tax rates of Sub-taxes added.
      3. If sub-tax is edited the corresponding tax group’s tax rate will also get updated accordingly.
      4. You cannot delete a Tax if it is used in a Tax Group.

      Disable Tax

      1. Don’t add Tax Rates in settings
      2. Go to Settings – Business Settings.
        1. Uncheck “Enable inline tax in purchase and sell
        2. Uncheck “Enable Price & Tax info
        3. Select “Default Sale Tax” as None

       

      NOTE: If you disable the inline tax in the purchase and sell, the Price Inc tax column will not be shown in the POS screen.

    3. Units: Add product units (pieces, meters, Litre etc) 
    4. Categories: Add categories & Sub-Categories 
    5. Business Settings: Add some more details about your business. The more information you provide the better it will for you.
    6. Business Location: (Only available in UltimatePOS-ADVANCE) Add Multiple business locations/ storefront/warehouse 
    7. Barcode Settings: Setup the barcode sticker details for printing labels. 
    8. Invoice Settings: Customise invoice number as per your need. 

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