Presentation of Settings
The Settings tool on your Hsabati platform allows you to adjust all the features of your account according to your goals and preferences. Each setting has been designed to help streamline your processes and ensure smoother and more efficient management.
Here is an overview of some available settings, grouped by categories, with details about their functions and the impact they can have on your daily activities.
Business and Information Management
The settings in this category allow you to configure your business’s basic information and ensure proper data management. For example, the section “How to update/change your company information” allows you to update your company’s contact details, activities, or legal information. These details are essential to ensure that your documents (quotes, invoices, contracts) are generated correctly and always reflect the most current information.
It is also possible to modify an employee’s hourly wage or block negative stock, which helps manage human and material resources more precisely and controlled.
Product and Stock Management
Settings related to products, stocks, and their management are crucial to maintaining an accurate and up-to-date inventory. For example, the mandatory integration of barcodes in product sheets ensures quick and reliable identification of items, while the option to display stock in whole numbers simplifies management and avoids calculation errors.
You can also enable features like the automatic barcode generator or batch management to improve product traceability and streamline the sales and supply process.
Client and Prospect Management
In this category, the Settings tool allows you to customize client and prospect management. Options like allowing the conversion of prospects to clients or preventing duplicates in client records ensure a clear and consistent database, reducing the risk of confusion and data loss. You can also add a client category to better segment your users or personalize the naming of PDF files for quotes and invoices, making your documents more professional and tailored to your needs.
Order and Payment Management
Orders and payments are integral to managing your business. Several settings allow you to configure payment and order methods, such as the option to enable payment on customer and supplier purchase orders. This feature helps track payments and improves transparency in your business transactions.
Other settings like enabling supplier and client advances or allowing credit notes on delivery notes offer more flexibility in managing the financial aspects of your transactions.
Document and Quote Management
The Settings tool also allows you to adjust document numbering for items like quotes, invoices, or purchase orders. These features give you the option to manage automatic numbering or reset numbering based on your specific needs, providing better control over your administrative documents.
You can also customize the naming of PDF files for quotes and invoices, so they are better suited to your business and improve the professionalism of your exchanges with clients.
Advanced Customization
If you want to further tailor the tool to your needs, the option to create a custom module or custom field can be activated. This feature is ideal for adding specific options to your processes, whether for products, clients, or even information specific to your business.
Role and Security Management
It is also crucial to manage access to certain features based on team members’ roles. With the “Add Roles” option, you can define specific permissions, ensuring that each user only has access to the information and tools necessary for their work. At the same time, the option to configure a password for a team member strengthens data security and preserves confidentiality.
General Settings
Finally, general settings like changing the platform language or adjusting the time zone are important to ensure the tool works correctly, regardless of your location or that of your teams.
To learn more about the settings, visit our help center: https://help.hsabati.com/