Setup Your Business Details
- 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. - Setup your business by adding below mentioned details:
- Brand: Add all the brands.
- Tax Rates: Setup taxes and tax groups.
Tax Rates
- To add new tax go to Settings -> Tax Rates -> Add
- 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.
- To add a Tax Group – Click on Add Button, Give a meaningful name, select the tax you want to use in this tax group.
- The tax rate of tax group will be the sum of tax rates of Sub-taxes added.
- If sub-tax is edited the corresponding tax group’s tax rate will also get updated accordingly.
- You cannot delete a Tax if it is used in a Tax Group.
Disable Tax
- Don’t add Tax Rates in settings
- Go to Settings – Business Settings.
- Uncheck “Enable inline tax in purchase and sell“
- Uncheck “Enable Price & Tax info“
- 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.
- Units: Add product units (pieces, meters, Litre etc)
- Categories: Add categories & Sub-Categories
- Business Settings: Add some more details about your business. The more information you provide the better it will for you.
- Business Location: (Only available in UltimatePOS-ADVANCE) Add Multiple business locations/ storefront/warehouse
- Barcode Settings: Setup the barcode sticker details for printing labels.
- Invoice Settings: Customise invoice number as per your need.