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V3 - Settings Menu

Updated over a month ago

Index

General

To access the settings, click on the wheel located in the upper right corner of the screen. By clicking, you can see the configurations of the following modules:

System

  • For more information go to this link

  • General: Basic system configuration, company, location, language and culture, address, account, API, email, security, clients and system.

  • Custom fields: Add and manage custom fields.

  • Holidays: Define holidays, you can assign and delete.

  • Calendars: System calendar management.

  • Icons: Selection and customization of icons.

  • Users: User management, you can add new ones, export, import and edit users.

  • Profiles: User profile configuration.

  • App Market: Access to additional applications and modules.

  • Templates: Management of templates for different uses such as emails, cancellations, invoices, accesses.

  • Keyboard Shortcuts: Define keyboard shortcuts for quick actions.

  • Home Pages: Home page settings.

  • Countries: Country list management.

  • Regions: Settings for specific regions.

  • Menu: Customization of the navigation menu.

  • SIMEC Configuration: Specific settings for SIMEC.

Bookings

  • For more information go to this link .

  • Settings: General settings for reservations, email, alerts and information in the customer area.

  • Debugger: Debugging tools for reservations.

  • Areas: Management of areas (golf, restaurant, tennis, academy, simulator) available for reservations.

  • Resource types: List of resource types.

  • Resources: Management of individual resources.

  • Booking types: Different types of reservations available.

  • Reservation rules:

  • Views: Configuration of reservation views.

  • Packages: Management of reservation packages.

  • Origins: Sources of reserves.

  • Automatic extras: Setting up extras that are automatically added to reservations.

CRM

  • For more information go to this link.

  • Settings

  • Registration fields: Definition of customer registration fields.

  • Birthdays: Management of clients' birthdays.

  • Profile fields: Configuration of the customer profile fields.

  • Links of the bottom of the page: Link management in the footer.

  • Home page buttons: Customization of cards on the home page.

  • Home page widgets: Add and configure widgets on the home page.

  • Customer area menu:

  • Customer tags:

POS

  • For more information go to this link .

  • Settings: General settings of the Point of Sale Terminal.

  • POSs List: List and management of POS terminals.

  • Printers: Configuration and management of printers.

  • Types of cash: Definition of accepted types of cash.

Ecommerce

  • Configuration: General ecommerce settings.

  • Shipping costs: Setting shipping costs.

Invoicing

  • For more information go to this link .

  • Settings: General billing settings, such as deposits, invoices, and sales.

  • Taxes: Management of tax types, including VAT and other applicable taxes.

  • Families: Definition of product families for better categorization.

  • Subfamilies: Management of product subfamilies within each family.

  • Products: Administration of the list of products, their prices, descriptions and all their characteristics.

  • Payment methods: Definition and configuration of accepted payment methods, such as credit cards, bank transfers, etc.

  • Dynamic prices: Setting up rules for variable pricing based on specific criteria.

  • Companies: Management of business customer information, including tax and contact data.

  • Invoice types: Creation and management of different types of invoices, such as proforma invoices, global invoices, etc.

  • Invoice series: Management of numerical series of invoices to maintain order and control.

  • Discount reason: Configuration and management of different reasons to offer discounts on invoices, for example for employees, management.

Blog

  • For more information go to this link .

  • Settings: General blog settings, including themes, appearance, and posting permissions.

Vouchers

  • Settings: General bonus settings, compensation product, billing mode and wallet bonus for returns. For more information go to this link .

  • Voucher types: Definition of different types of bonuses and their application in sales. For more information go to this link .

Subscriptions

  • Settings: General fee settings, automatic issuance and generate invoices. For more information go to this link .

  • Types of memberships: Management of periodic quotas for services or products. For more information go to this link .

  • Addons: Administration of additional complements for products or services.

School

  • For more information go to this link .

  • Settings: General settings of the school platform, such as course registration email from admin.

  • Course types: Definition and categorization of different types of courses offered.

  • Periods: Management and creation of practical exercises for the courses.

  • Planning: Configuration of schedules, dates and course content.

Warehouse

  • For more information go to this link .

  • Warehouses: Management of multiple warehouses, including name, average cost, valuation and stock.

  • Settings: General warehouse settings, such as stock, allow selling out of stock.

  • Variants: Management of product variants, such as sizes, colors, etc.

  • Suppliers: Management of information and relationships with product suppliers.

  • Payment conditions:

Restaurant

  • For more information go to this link .

  • Product Tags: Setting up tags for products, useful for quick identification and promotions.

Tools

  • For more information go to this link .

  • Translations: Translation management for the platform, ensuring multilingual support.

  • Data translations:

  • Contract Templates: Administration and customization of contract templates for different business uses.

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