Entity Settings
Entity Settings is where you set the defaults and rules for each thing you work with — your items, your inventory, your suppliers, and each sales and purchase document. Configure it once, and every new record or document of that type follows the rules you set.
This is the group the app calls Configuration: it holds a page for each entity — Items, Inventory, Suppliers, and the sales and purchase documents.
Availability depends on your plan and your role.
What you can configure, and where
Each entity has its own page. Open the one you want to set up:
| Entity | What you set there |
|---|---|
| Items | Defaults and required information for your product and service records |
| Inventory | How stock is valued and tracked |
| Suppliers | Defaults and required information for supplier records |
| Purchase Orders | Numbering, defaults and rules for purchase orders |
| Quotation | Defaults and print options for quotations |
| Sales Order | Numbering, defaults and rules for sales orders |
| Delivery Challan | Defaults and print options for delivery challans |
| Invoice | Numbering, defaults and print options for invoices |
| Pricing | Defaults for your pricing rules |
How Entity settings relate to other settings
Some controls are shared across all documents and live in their own settings groups, so you set them in one place:
- Automatic numbering for each document type — see Documents ▸ Auto Id.
- Required supporting documents (a checklist per document type) — see Documents ▸ Docs Check List.
- A signature or stamp on printed documents — see Documents ▸ Digital Signature.
- Who approves a document, and above what value — see Access Control ▸ Approval Workflows.
The entity pages above cover the settings specific to each document; these shared pages cover the settings common to all of them.
Related guides
- Document settings — numbering, checklists and signatures
- Accounting settings — formats, chart of accounts and payment terms
- Taxes & Compliance — GST configuration
- Approval Workflows — who signs off, and when
Need help? Contact support at support@bizconnekt.com