Settings

20 guides

• Business profile and logoSee what the Business Profile tab and the phone Business Profile screen do today, and where to set your business name, address and logo.
• Switch modules on or offTurn the optional parts of Vistaar360 on or off, and ask for a module that needs approval.
• Business locationsAdd your warehouses, shops, vehicle stores and milk collection centres once, then use them everywhere.
• Tax registrationsAdd your GST registrations, set the tax scheme, the return type and e-invoicing, and choose which warehouse sells under which registration.
• Staff and rolesAdd staff, give each person a role, stop a person from signing in, and make your own roles with chosen permissions. This is done on the web.
• Procurement approval limitsSet the most each staff role may approve on a purchase request, and switch the limits on or off.
• Stock rules and rack locationsChoose whether stock is tracked, whether selling below zero is allowed, which details stock receipts must have, and set up rack locations.
• Barcode and QR settingsChoose the barcode type, what a scan does, what the QR on an invoice holds, and what shows on labels and invoices.
• Custom fieldsAdd your own extra boxes to product, customer and supplier forms, such as a shop licence number or a delivery slot.
• Price groupsMake groups of customers, such as retailers or hotels, give each a default discount and see the prices set for it.
• Salespeople and commissionChoose who earns commission and when, add the people who sell, and set each person's commission rate.
• Receipts and invoicesSet the logo and the words printed on receipts and invoices on the web, and choose what the phone prints on receipts.
• Label templatesSee the shipped label sizes, make your own label template with the fields and barcode you want, and choose a default. Not yet checked on real label printers.
• ECR counter setupAdd a billing counter for ECR billing with its warehouse, walk-in customer, paper size and quick cash buttons, and set the quantity keypad.
• Audit trailSee a list of recorded changes in your business, who made each one and when, and filter it by date, person, record and action.
• Licences and weighing scalesRecord your FSSAI and market licences and your weighing scale certificates, and see what is expired or ending soon.
• Text and WhatsApp messagesChoose which texts go out, change their wording and read the message log. Beta, and sandbox only until a provider is set up.
• Notification settingsThe Notifications tab in Settings is not available yet. This page says what you see and what to use instead.
• Security tabThe Security tab in Settings is not available yet. This page says what you see and where staff access is controlled today.
• Set up a printer on the phoneChoose a receipt printer on the phone, set the paper size and cash drawer, and print a test page. Not yet checked on real printers.