Settings for each app
Under Apps in the Settings sidebar, every app your company uses has its own section. This page lists them and links to the guide that explains each one.
An app's section only appears in Settings when the app is switched on for your company. Each app's guide explains its settings step by step.
| Settings section | What it holds | Guide |
|---|---|---|
| Point of Sale | Terminals, payment methods, POS modes, assignments and sales employees. | Setting up the Point of Sale |
| Inventory | Price lists, warehouses, units of measure, attributes and inventory documents. | Setting up Inventory |
| Batches & serials | Picking, expired stock, warehouses and printing for batch and serial numbers. | - |
| Purchasing | Approvals and numbering for purchase orders, goods receipts and AP invoices. | Setting up Purchasing |
| Sales | Sales profiles, approvals, credit control, deliveries and returns. | Setting up Sales |
| CRM | Pipeline stages, tags, lost reasons, sources and quotation sync. | Setting up CRM |
| Rental | Rental periods, late fees, padding and order numbering. | - |
| Employees | Departments, positions, contracts, plans and skills. | Employees |
| Projects | Task numbering, default stages, tags and optional behaviours. | Project settings |
| Timesheets | What time can be logged against and weekly approval. | Setting up Timesheets |
| Banking | Reconciliation defaults and the bank charges account. | Setting up Banking |
| Finance | Entry numbering, lock date, chart of accounts, posting periods and account determination. | Setting up Finance |
| Helpdesk | Ticket numbering and the Helpdesk features in use. | Setting up Helpdesk |
Some apps keep their settings inside the app itself rather than here:
- Subscriptions: plans and invoice templates. See Subscriptions.
- Websites: each site's theme, address and shop settings. See Websites.
- Automations: printers and rules. See Set up a printer and its rules.
Tip. If an app's section is missing, the app is not switched on for your company. Ask your Voltix contact.