Learn how to configure system-wide settings in ServX Pro.
Settings Categories
Company Settings
- Company name and logo
- Address and contact info
- Tax registration numbers
- Default currency
Financial Settings
- Fiscal year dates
- Tax rates
- Payment terms defaults
- Number formats
Inventory Settings
- Costing method (FIFO, Average)
- Low stock thresholds
- Barcode format
- Unit of measure
POS Settings
- Receipt format
- Cash rounding rules
- Printer configuration
- Payment methods
Document Numbering
Configure automatic numbering for documents:
| Document | Prefix | Example |
|---|---|---|
| Sales Invoice | INV- | INV-2025-00001 |
| Purchase Order | PO- | PO-2025-00001 |
| Quotation | QT- | QT-2025-00001 |
| Sales Order | SO- | SO-2025-00001 |
Email Settings
Configure email for sending documents and notifications:
- SMTP Server - Mail server address
- Authentication - Username and password
- From Address - Sender email address
- Templates - Email body templates
Backup & Data
Automatic Backups
- • Daily backup schedule
- • Retention period
- • Backup location
Data Export
- • Export to Excel/CSV
- • Report scheduling
- • Archive old data
Important
- Test email settings before relying on them
- Some settings require system restart to take effect
- Changes to financial settings may affect reporting