Business Settings — Complete Guide
The Business Settings page is the control centre for your entire SVCP - BitorePOS Software system. This guide walks through every tab and every option, explaining what it does and when you should change it.
What You'll Learn
- How to access and update settings
- What every setting does (in plain language)
- Best practices for each configuration area
How to Access Business Settings
- Go to Settings → Business Settings from the left sidebar.
- You'll see multiple tabs across the top — click any tab to jump to that section.
- After making changes, click Update Settings at the bottom to save.
📸 [Screenshot: The Business Settings page showing the tab navigation]
⚠️ Important: Only users with Settings permissions can access this page.
Tab 1: Business
Your core business information.
| Setting | What It Does |
|---|---|
| Business Name | Your company or shop name — appears on invoices and receipts |
| Start Date | When your business started using SVCP - BitorePOS Software |
| Logo | Upload your business logo — shown on invoices and the login page |
| Currency | Your main business currency (e.g., USD, GBP, PKR) |
| Currency Symbol Placement | Show the currency symbol before (£100) or after (100£) the amount |
| Default Profit Percent | Automatically calculates selling price from purchase price |
| Financial Year Start Month | Which month your financial year begins (for reports) |
| Accounting Method | FIFO (First In First Out) or LIFO (Last In First Out) |
| Transaction Edit Days | How many days after creation a transaction can be edited |
| Date Format | How dates appear throughout the system (e.g., DD/MM/YYYY) |
| Time Format | 12-hour or 24-hour clock |
| Time Zone | Your business time zone |
| Currency Precision | Number of decimal places for money (usually 2) |
| Quantity Precision | Number of decimal places for quantities (usually 2) |
| Discount Precision | Number of decimal places for discounts |
📸 [Screenshot: The Business tab with key fields highlighted]
Tab 2: Tax
Tax configuration for your business.
| Setting | What It Does |
|---|---|
| Tax 1 Name & Number | Your primary tax label and registration number (e.g., VAT, GST) |
| Tax 2 Name & Number | A second tax label if needed |
| Default Sales Tax | Tax rate automatically applied to new sales |
| Default Purchase Tax | Tax rate automatically applied to new purchases |
📸 [Screenshot: The Tax settings tab]
💡 Tip: Set up your tax rates first under Settings → Tax Rates, then select them here as defaults.
Tab 3: Product
Controls how products behave in the system.
| Setting | What It Does | Default |
|---|---|---|
| SKU Prefix | Text added before auto-generated product codes | Empty |
| Default Unit | The unit selected by default for new products | Pieces |
| Enable Sub-Units | Allow units like "Box of 12" | Off |
| Enable Secondary Unit | Track products in a second unit of measurement | Off |
| Enable Product Expiry | Track expiry dates on products | Off |
| Expiry Type | How to enter expiry (date or manufacturing + period) | Date |
| On Product Expiry | What happens when a product expires (keep selling or stop) | Keep Selling |
| Stop Selling Before (days) | Block sales this many days before expiry | 0 |
| Enable Categories | Show product categories | On |
| Enable Sub-Categories | Allow categories within categories | Off |
| Enable Brands | Show product brands | On |
| Enable Warranty | Track warranty information per product | Off |
| Enable Lot Numbers | Track batch/lot numbers | Off |
| Enable Generic Names | For pharmacies — track generic drug names | Off |
| Enable Potency | For pharmacies — track medicine potency | Off |
| Enable Drug Classes | For pharmacies — classify medicines | Off |
📸 [Screenshot: The Product settings tab]
Tab 4: Contact
Settings related to customers and suppliers.
| Setting | What It Does |
|---|---|
| Contact ID Settings | How contact ID numbers are generated |
| Default Credit Limit | Maximum credit allowed for new customers |
| Default Pay Term | Payment terms for new contacts |
📸 [Screenshot: The Contact settings tab]
Tab 5: Sale
Controls how sales work.
| Setting | What It Does | Default |
|---|---|---|
| Default Sale Status | Whether new sales start as Final or Draft | Final |
| Sell Price Tax | Are your selling prices inclusive or exclusive of tax? | Exclusive |
| Sales Item Addition Method | How products are added to a sale (add row or increase qty) | Add Row |
| Allow Currency Change | Let users make sales in different currencies | Off |
| Enable Sales Orders | Show the Sales Orders feature | Off |
| Enable Quotations | Show the Quotations feature | Off |
| Enable Shipping Details | Show shipping fields on sales | Off |
| Commission Agent | How commission agents are selected | Disabled |
| Pay Term Required | Force users to enter payment terms on sales | Off |
| Min Sale Price (MSP) | Prevent selling below the minimum price | Off |
| Allow Overselling | Allow selling products with zero stock | On |
📸 [Screenshot: The Sale settings tab]
Tab 6: POS Sale
Settings specific to the POS (Point of Sale) screen.
| Setting | What It Does | Default |
|---|---|---|
| POS Interface | Screen layout — Simple, Product Suggestion, or Quick Buttons | Simple |
| Auto-Focus on Search Bar | Automatically put the cursor in the search bar | On |
| Tax Inclusive POS | Whether POS prices include tax | Off |
| Enable Transaction Date on POS | Show date field on POS screen | Off |
| Require Customer Always | Make customer selection mandatory for every sale | Off |
| Show Pricing on Suggestions | Display prices on the product suggestion grid | On |
| Service Staff Required | Make service staff selection mandatory | Off |
| Show Change/Return Modal | Show change amount after cash payment | On |
| Keyboard Shortcuts | Customise shortcut keys for POS actions | Default |
📸 [Screenshot: The POS Sale settings tab]
Tab 7: Payment
Payment method configuration and settings.
📸 [Screenshot: The Payment settings tab]
Tab 8: Purchases
Settings for purchasing operations.
| Setting | What It Does |
|---|---|
| Allow Currency Change | Make purchases in different currencies |
| Enable Purchase Orders | Show the Purchase Orders feature |
| Enable Purchase Requisitions | Show the Purchase Requisitions feature |
📸 [Screenshot: The Purchases settings tab]
Tab 9: Expenses
Expense tracking settings.
📸 [Screenshot: The Expenses settings tab]
Tab 10: Dashboard
Control what appears on the home dashboard.
| Setting | What It Does |
|---|---|
| Dashboard Sections | Choose which sections to show/hide |
| Default Date Range | The time period shown when Dashboard loads |
📸 [Screenshot: The Dashboard settings tab]
Tab 11: System
General system behaviour settings.
| Setting | What It Does | Default |
|---|---|---|
| Default Table Page Entries | How many rows to show per page in lists/tables | 25 |
| Enable Tooltip | Show helpful popup tips when hovering over icons | On |
| Enable Urdu Typing | Allow Urdu language input in text fields | Off |
📸 [Screenshot: The System settings tab]
Tab 12: Date Range
Set the default date range for different parts of the system.
This lets you control what time period is shown by default when a user opens:
- Dashboard, Reports, Sales, Purchases, Expenses, and more
For each section, choose from: Today, This Week, This Month, This Quarter, This Year, etc.
📸 [Screenshot: The Date Range settings tab]
Tab 13: Prefixes
Customise the reference number prefixes for all transaction types.
| Transaction | Example Prefix | Result |
|---|---|---|
| Sale | INV | INV-0001 |
| Purchase | PUR | PUR-0001 |
| Expense | EXP | EXP-0001 |
| Stock Transfer | ST | ST-0001 |
| Customer Payment | RV | RV-0001 |
| Supplier Payment | PV | PV-0001 |
| Sales Order | SO | SO-0001 |
| Quotation | QT | QT-0001 |
📸 [Screenshot: The Prefixes settings tab with all prefix fields]
💡 Tip: Set meaningful prefixes that match your existing numbering system. This makes it easier to identify transaction types at a glance.
Tab 14: Email Settings
Configure how SVCP - BitorePOS Software sends emails (invoices, notifications, etc.).
| Setting | What It Does |
|---|---|
| Mail Driver | How emails are sent (SMTP, Sendmail, etc.) |
| Host | Your email server address |
| Port | The email server port (usually 587 or 465) |
| Username | Your email login |
| Password | Your email password |
| Encryption | Security type (TLS or SSL) |
| From Address | The email address that appears as the sender |
| From Name | The name that appears as the sender |
Click Send Test Email to verify your settings are working.
📸 [Screenshot: The Email settings tab with the test button]
Tab 15: SMS Settings
Set up SMS (text message) notifications.
| Setting | What It Does |
|---|---|
| SMS Gateway URL | The web address of your SMS service provider |
| Parameters | Key-value pairs required by your SMS provider |
| Send To Parameter | Which parameter carries the phone number |
| Message Parameter | Which parameter carries the message text |
| Request Method | GET or POST |
You can also configure Zekli SMS integration with separate username/password fields.
Click Send Test SMS to verify your settings.
📸 [Screenshot: The SMS settings tab]
Tab 16: Reward Points
Set up a loyalty programme for your customers.
| Setting | What It Does | Default |
|---|---|---|
| Enable Reward Points | Turn the loyalty system on or off | Off |
| Reward Point Name | What to call your points (e.g., "Stars", "Points") | Points |
| Amount Per Unit RP | How much a customer spends to earn 1 point | 1 |
| Min Order Total | Minimum sale amount to earn points | 0 |
| Max RP Per Order | Maximum points earnable in one transaction | Unlimited |
| Redeem Amount Per Unit RP | How much each point is worth when redeemed | 1 |
| Min/Max Redeem Points | Limits on how many points can be redeemed at once | None |
| Expiry Period | How long points last before expiring | Never |
📸 [Screenshot: The Reward Points settings tab]
Tab 17: Modules
Enable or disable major features of SVCP - BitorePOS Software.
| Module | What It Does |
|---|---|
| POS Sale | The point-of-sale screen for quick sales |
| Add Sale | Direct sale/invoice creation |
| Products | Product management features |
| Purchases | Purchase and supplier management |
| Stock Adjustment | Stock level corrections |
| Stock Transfers | Move stock between locations |
| Expenses | Expense tracking |
| Reports | Business reports |
| Accounts | Payment account management |
| Tables | Restaurant table management |
| Quick Menu | Quick menu/order board |
| Kitchen | Kitchen display screen |
| Service Staff | Service staff assignment |
| Booking | Table/appointment bookings |
| Subscription | Recurring invoice management |
| Notification Templates | Email/SMS notification setup |
Toggle each module on or off. Disabled modules won't appear in the sidebar.
📸 [Screenshot: The Modules tab with toggle switches]
💡 Tip: Disable modules you don't use to keep the sidebar clean and simple for your staff.
Tab 18: Custom Labels
Rename default field labels throughout the system to match your business terminology.
For example:
- Rename "Brand" to "Manufacturer"
- Rename "Category" to "Department"
- Change custom field labels to track industry-specific info
📸 [Screenshot: The Custom Labels settings tab]
Other Settings Pages
Business Locations
Go to Settings → Business Locations to manage your physical locations (shops, warehouses, etc.).
Invoice Settings
Go to Settings → Invoice Settings to configure invoice numbering schemes and layouts.
Barcode Settings
Go to Settings → Barcode Settings to configure how barcode labels are printed.
Tax Rates
Go to Settings → Tax Rates to create and manage tax rates.
Receipt Printers
Go to Settings → Receipt Printers to set up thermal or network printers.
Common Questions
Q: I changed a setting but it doesn't seem to work. What should I do? A: Make sure you clicked Update Settings at the bottom of the page. Some settings may also require you to refresh the page or log out and back in.
Q: Will changing settings affect my past transactions? A: No. Settings only affect new transactions created after the change. Past records stay as they were.
Q: Can different locations have different settings? A: Yes! Many POS and sale settings can be configured per location under Settings → Business Locations → [Location] → Settings.
Tips & Best Practices
- 📌 Review all settings when you first set up the system — getting them right from the start saves time later
- 📌 Disable unused modules to keep the interface clean
- 📌 Set meaningful prefixes for all transaction types
- 📌 Test your email and SMS settings before relying on them
- 📌 Keep your financial year start month accurate for correct reports