Steps
- Open Business Settings. In the sidebar, open Settings and click Setting. The page opens on the Details tab.
- Search for an option. Type a word such as expiry or rounding in Search Settings at the top. Pick a result to jump to that tab and field.
- Set your business details. On Details, check business name, start date, currency, time zone, logo, financial year start and stock accounting method.
- Work through the tabs you need. Click a tab on the left to open it. Tax, Product, Sale, POS and Purchases change how screens behave; Prefixes sets reference numbers; Email Settings and SMS Settings control outgoing messages.
- Turn features on or off. Open Modules and tick the parts of the back office you use, such as Purchases, Stock Transfers, Expenses, Tables or Enable Bookings. Unticked modules leave the sidebar.
- Save. Click Update Settings at the bottom. Changes on every tab are saved together.
- Sync your tills. Run Sync Database on each SeroPOS till so the app picks up the new settings.
What each tab covers
Each tab has its own help article. In short:
- Details: name, currency, time zone, logo, financial year, FIFO or LIFO
- Demo data: add or remove sample data
- Tax: tax names and numbers, inline tax
- Product: SKU prefix, expiry, brands, categories, sub-units, racks, warranty
- Contact: default credit limit
- Sale: default discount and tax, commission agent, rounding, overselling
- POS: keyboard shortcuts, POS buttons, weighing scale barcodes
- Purchases: other currency, price updates from purchases, purchase status, lot numbers
- Dashboard: stock expiry alert window
- System: theme, table page size, help text
- Prefixes, Email Settings, SMS Settings, Reward Point, Modules, Custom Labels, Stripe Setting
Who can open it
Business Settings needs the Access business settings permission on the user's role. Give it to owners and managers only, because these options affect every location and every till.
Frequently asked questions
Where are business settings in SeroPOS?
In the web back office, open Settings › Setting in the sidebar, or go to /business/settings. The SeroPOS app has its own Admin screens for store details, receipts and payment methods, but business-wide options such as tax names, prefixes and modules are set here.
Why is a menu missing from my sidebar?
It may be turned off on the Modules tab, or your role may not have permission for it. Tick the module in Settings › Setting › Modules and click Update Settings, then check the user's role under User Management › Roles.
Do I have to click Update Settings on every tab?
No. The tabs are one form, so a single Update Settings saves everything you changed across all tabs. Leave the page without clicking it and your changes are lost.