Foundation Setup
The configuration layer every other module depends on. Get this right once and the rest of the system inherits the values.
What You'll Configure
Branches
A branch is a physical business location. You can have as many as you need. Mark one as headquarters.
- Each branch carries its own code, name, address, contact details, and optional logo
- Users are assigned to a branch — their operational data is filtered to that branch
- Each branch can have one or more warehouses
Warehouses
Warehouses are storage locations belonging to a branch. All stock is tracked at the warehouse level — never just at the branch.
- Goods are received into a warehouse
- Sold from a warehouse
- Transferred between warehouses
- Counted at the warehouse
Currencies & Exchange Rates
Set up every currency the business uses. One is marked as the base currency — the one the books are kept in.
Exchange rates are entered with an effective date. When you create a transaction, the system uses the rate that was effective on that date.
Payment Methods
Define every way the business accepts or pays money — Cash, Card, Mobile Money, Bank Transfer, Cheque, etc.
- Each method is linked to a chart-of-accounts entry — that's how the system knows which account to debit / credit when it is used
- Methods can require a reference (e.g. cheque number) and/or approval
- Methods can be activated / deactivated without deleting them
Document Numbering
Configure how each document type's numbers are generated — invoices, quotations, POs, GRVs, payments, journals, etc.
For each document type pick:
- Prefix (e.g.
INV,QTN,PO) - Number length (zero-padded), separator (
-,/) - Include year? Include month?
- Reset counter yearly / monthly?
- Optional suffix
A live preview shows what the next number will look like, e.g. INV-2026-000123 or QTN/2026/05/0001.
Units of Measure
Pieces, kilograms, litres, boxes, cartons — whatever the business sells in. Used on products, invoices, POs, and POS receipts.
Tax Codes
Define VAT and any other applicable tax codes (rate, name, account it posts to). Tax codes are then chosen per invoice line, PO line, and POS transaction. The system calculates the tax and posts it automatically.
Company Bank Accounts
Store the bank accounts the business banks into. These print on customer invoices so customers can pay you. Mark one as the default.
Suggested Order
- Currencies (set the base currency)
- Exchange rates
- Branches
- Warehouses
- Units of measure
- Tax codes
- Chart of accounts (Accounting module) — payment methods need this
- Payment methods
- Document numbering
- Company bank accounts