Mastering Empress: Customizing Business Operations with Settings Feature

Welcome to the Empress guide for the Settings Feature. This guide will guide you to understand and utilize the Settings feature to customize and control various aspects of your Empress business operations.

Introduction

In business operations, control and customization are key. The Settings Feature in Empress offers just that. It allows you to customize system settings, account settings, stock settings, selling settings, and many more, according to your business needs. The Settings feature also manages email notifications, website settings, printing formats and workflows.

Primary Functions and Benefits

The Settings Feature is your one-stop shop for customizing and controlling your Empress business operations:

  • System Settings: Customize system-wide settings like date and time format, number format, and more.
  • Accounts Settings: Control your business financial settings like default currency, default income and expense accounts, etc.
  • Stock Settings: Govern your stock and inventory settings like default warehouse, item naming by, etc.
  • Selling Settings: Customize various sales related settings like default selling terms, default customers, etc.
  • Email Notifications: Manage your email accounts, email templates, and notifications.
  • Website Settings: Control the look and feel of your business website.
  • Printing Settings: Customize your printing formats and styles.
  • Workflow Settings: Control the workflow states and actions.

How to Use

  1. From your Empress dashboard, click on ‘Settings’.
  2. You will see different sections like System, Accounts, Stock, Selling settings, etc.
  3. Click on the section that you want to customize or control.
  4. You will see a list of settings related to that section.
  5. Click on a setting to view or edit it.
  6. After editing, click on the ‘Save’ button to save your changes.

Roles and Permissions

The settings feature is usually accessible to users with administrative roles. However, permissions can be customized based on user roles. For example, a user in a ‘Sales Manager’ role might have access to ‘Selling Settings’ but not ‘Account Settings’.

Conclusion

The Settings Feature in Empress helps you tailor your business operations to your unique needs. It offers a high level of customization and control over various aspects of your operations. Whether you want to change the look of your website, control your stock settings, or manage your workflows, the Settings feature has you covered.

For additional help, refer to our Empress User Guide or contact our support team at [email protected]. Happy customizing!