System Settings
Configure your system - Customize settings to match your business needs.
Overview
System Settings allow you to configure your ERP system according to your business requirements. These settings affect how the system operates and how data is displayed.
Accessing Settings
- From main menu, click Settings
- Or click your profile icon → Settings
General Settings
Company Information
Update your business details:
- Company name
- Address
- Contact information
- Tax ID / Registration number
- Logo
Currency Information
Currency configuration:
- Default currency
- Currency symbol position
- Number of decimal places
Code Generation Settings
Customize how system generates codes for:
- Customers
- Suppliers
- Invoices
- Purchase Orders
Configuring Auto-Numbering
1
Access Code Settings
Go to Settings → Code Generation
2
Select Type
Choose what type of code to configure
3
Set Format
Define prefix, starting number, and format
4
Save Settings
Click "Save" to apply changes
Date Filter Settings
Configure default date ranges for reports and filters:
- Default report period
- Financial year start date
- Date format preferences
Security Settings
Control system security:
- Session timeout
- Password requirements
- Two-factor authentication (if enabled)
- Login restrictions
Localization
Set up languages and formats:
- Default language
- Date format
- Time zone
- Number format
Backup & Data
Manage your data:
- Backup settings
- Data export
- Import data
Tips & Best Practices
Backup First: Always backup before making major setting changes.
Test Changes: Test code generation settings before using in production.
Related Documentation
- Users & Roles - Manage user access
- Dashboard - System overview