Configuration

Configuration is the setup module. You do almost everything in it once, at the start, and then leave it alone. Take your time here. Mistakes made during setup show up later as wrong figures in your reports.

The module shows a list on the left and the selected settings on the right. Work down the list in roughly this order.

Company configuration holds your business details: name, logo, address, phone, email, PAN and VAT number. Every printed invoice, bill, credit note and report takes these details from here, so check them before you issue your first document. Tax and terms configuration holds the tax rates, the payment terms and the payment methods used across the system. The default tax entries and the standard payment methods are already loaded and protected. You can add your own terms and methods next to them.

Import previous data links to every bulk import in Kuver Books. Use it to load your existing products, customer list, supplier list, opening stock and opening balances from spreadsheets instead of typing them. Inventory configuration sets the opening stock that every later stock movement is calculated from. It also holds the validation settings. These decide whether each document type must wait in Pending until someone approves it.

Branch and warehouse defines where stock is kept. You create warehouses here and attach each one to a branch. User roles and permissions sets who can do what, for each action in each module. It is also where you create user accounts, and each account takes its permissions from a role. Invoice config chooses the print layout for each document type. Terms and conditions stores the reusable text that prints on those documents. Opening balance sets the starting financial position and holds the cash adjustment tool used to correct differences later.

Sections in this chapter:

• Company configuration
• Tax, payment terms and payment methods
• Import previous data
• Opening stock
• Branches and warehouses
• Invoice config and print templates
• User roles and permissions
• Terms and conditions
• Opening balance and cash adjustment