Admin / Settings and AI
Admin preferences and branch menus
Set Admin pricing and customer defaults, barcode labels, premium criteria and branch menu visibility.
Admin settings requires the shop-dashboard settings permission and a business-owner account. Branch menus requires system-settings update permission. If a page is missing, ask the owner to review access.
Save Admin preferences
Open Settings → Admin settings, review the relevant cards, then select Save changes.
- Fast-selling dashboard categories: choose categories to compare on the dashboard.
- Goods receiving: set Default pricing rule for a new selling price. New stock only leaves older stock prices unchanged; all unsold stock changes the existing unsold batches too. Review the selected scope on each receipt.
- Repair parts: when shown, choose parts categories, whether technicians can price parts, and whether parts can be issued with no stock.
- Customers across branches: Let branches keep their customers apart enables branch-level sharing choices. Review each branch’s sharing setting; balances, payments and premium calculations can be separated for non-sharing branches. Do not assume turning it on shares everyone.
- Premium customers: enable it, choose the measurement period, any/all qualifying rule, and the enabled minimum criteria. Custom periods need both dates, with Until on or after From.
The day-end bulk invoicing, stock-transfer, received-by and single-to-case cards configure behaviour in other applications. Review the source, backdate limit and switches as business preferences; this manual does not teach those applications’ operations.
Barcode label defaults
In Barcode labels, choose How labels are printed, label stock/dimensions, columns/gaps, barcode height and visible text. Browser printing and a configured Zebra printer have different setup needs. Use Print test row where available to check alignment before saving defaults and printing real labels. Check that the barcode and text fit inside the label.
Branch menus
- Open Settings → Branch menus and find the branch.
- Show or hide the listed modules and review Showcase button / Save showcase photos where offered.
- Review Create product codes automatically if available. The starting number accepts 1–8 digits; leading zeros determine width. Check the displayed next code.
- Select that branch’s Save. Other branches need their own save.
Branch menu choices hide navigation; they do not activate a globally disabled feature or grant a person permissions. Automatic numbering affects new product codes; it does not rename existing products.
