Preference

The Preference module allows users to configure key system-level options that control document numbering, rounding rules, terms & conditions, and report design layouts.These preferences ensure consistency, compliance, and flexibility across sales operations.

To access the Perference, go to: > Home > Application > Administration > Setup > Preference

How can I get Benefit ?

• Maintain Consistency : Define standard templates for document numbers and report layouts.
• Improve Efficiency: Automatically apply predefined terms, numbering, and rounding methods.
• Enhance Accuracy: Ensure price tags and reports follow your organization’s preferred format.
• Save Time: Set once and reuse across multiple transactions and modules.

Properties

Property	Description
Enter Text to Drag	You can enter the text in this field
Target Last Digit	Define the desired ending digit for all rounded prices
Replace Only	Replace only the last digit of the value
Closest (Up or Down)	Round the value to the nearest target digit
Always Round Up	Always round up value to the target digit
Always Round Down	Always round down value to the target digit
Try Price	Enter a sample price to preview how rounding rules apply

Preferences

The Preference module contains three main tabs:

• General
• Terms & Conditions
• Report Designs

General

This section allows you to configure general operational preferences such as document numbering formats and rounding methods.

Sale Custom Document No Template

• Type your text in the Enter text to drag field and click Add.
• Use drag-and-drop to include pre-defined fields (e.g., Branch Code, Long Year, Short Year, etc.) to create your desired format.
• Preview the generated Sale Custom Document No Template.
• Click Apply to save the template.

Sale Return Custom Document No Template

• Type your text in the Enter text to drag field and click Add.
• Use drag-and-drop to include pre-defined fields (e.g., Branch Code, Long Year, Short Year, etc.) to create your desired format.
• Preview the generated Sale Return Custom Document No Template.
• Click Apply to save the template.

UCU Tag Sale Price Rounding Method

• You can define rules for rounding the Tag sale prices that appear on UCU price tags.
• Enter the value in the Target Last digit field.
• Select the one of the rounding options below.
• Check by entering a sample price to preview how rounding rules apply.
• Click Apply.

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The General Section lets users configure document numbering formats and rounding rules to maintain consistency across transactions.

Terms & Conditions

This section allows you to define and manage the terms and conditions that appear on sales documents, invoices, and other transaction records. Standardizing terms ensures clarity, compliance, and professional communication with customers.

• Go to the Terms & Condition section.
• Enter the terms or edit existing ones for the respective module (e.g., Purchase Order, Sales, etc.).
• Once you have entered or updated the terms, click Apply to save your changes.

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Terms & Conditions automatically appear in their respective modules

Report Designs

This section allows you to manage and customize the report templates used across various modules such as Sales, Purchase, Inventory, Accounts, and Promotions etc.

• Go to Report Designs section.
• The screen displays multiple report categories such as Sale, Purchase, Accounts etc.
• Under each report type, click Edit icon.
• Choose your preferred design template (e.g., Modern-Common-A4, Thermal, Common-50×25) and click Apply button in the Report design screen.
• Once all desired report templates are selected, click the Apply button at the bottom to save your changes.
• If modifications are made to the design, click the Update Report Designs button to update the report accordingly.

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The Report Designs tab allows users to customize and apply consistent report templates across all business modules.