Settings

Business Profile

Go to Settings → Business Profile to configure:

• Business name, legal name, address, state, pincode
• Phone, email, website
• Business logo (displayed on invoices and the app header)
• GSTIN, PAN, registration details
• UPI ID and bank account details (for invoices and scan-to-pay QR)

Invoice Customization

Go to Settings → Invoice Configuration.

Template Selection

Choose from 12 templates: Modern, Classic, Minimal, Royal, Simple, Formal GST, MARG Style, Pharmacy, Restaurant, Electronics, Jewelry, Wholesale.

Column Toggles

• Serial Number, HSN Code, Rate, Discount, GST Analysis — show or hide each column.

Content Toggles

• Logo, UPI QR Code, Amount in Words, Previous/Current Balance
• Declaration, Authorized Signatory, Customer Signature, Receiver Signature, Verified By
• Bank/Payment Details, Payment Due Date
• Vehicle No, Transport Mode, Transporter Name, Place of Supply, E-Way Bill No
• Custom header text, footer text, and terms & conditions

Invoice Numbering

Auto-incrementing with a configurable prefix (e.g., "INV-", "SA-", your brand abbreviation).

Tax Configuration

• Manage GST tax rates: 0%, 5%, 12%, 18%, 28% (and custom rates).
• HSN/SAC code master for product classification.
• Cess rates for applicable products.
• Tax-inclusive vs tax-exclusive pricing default.
• Reverse Charge Mechanism (RCM) settings.
• E-Invoice GSP credentials (for NIC portal integration).

Roles & Permissions

Control who can do what in your business.

Roles

Create custom roles or use defaults: Owner, Manager, Cashier, Accountant, Salesperson.

Permission Matrix

For each module (POS, Inventory, Finance, CRM, HR, etc.), toggle:

• View — can see the data
• Create — can add new records
• Edit — can modify existing records
• Delete — can remove records

Module Access per Role

Control which modules each role can access.

Staff Access (Sidebar Visibility)

Go to Settings → Staff Access to control which sidebar items are visible to each role. Owner can toggle any section on/off per role.

Role Scopes

• System: Platform-wide roles (super admin).
• Tenant: Business-wide roles (owner, manager, accountant).
• Branch: Branch-specific roles (branch manager, cashier at a specific branch).

Security & MFA

• MFA / Two-Factor Authentication: Enable TOTP-based 2FA using Google Authenticator or Authy. Scan a QR code to set up. Required at every login.
• Password Change: Change your password anytime from Settings → Security.
• Device Management: View all devices logged into your account. Revoke access to any device.
• Auto Logout: Configure idle timeout — automatically logs out after a period of inactivity.
• Audit Logs: View a log of all important actions taken in the system — who did what and when.
• App Lock (Mobile): Enable PIN lock on the mobile app. Every app open requires a PIN.

Printer Setup

Thermal Printer (Mobile)

1. Go to Settings → Thermal Printer on the mobile app.
2. Turn on Bluetooth on your phone and the printer.
3. Click Scan for Printers.
4. Select your printer from the list and click Connect.
5. Print a test receipt to verify.
6. The app remembers this printer and auto-connects on future launches.

Desktop/Web Printing

• USB and network thermal printers are supported via the Desktop app's native print bridge.
• A4/Letter printing uses the browser's standard print dialog.

Notifications

• Invoice Sharing: Share invoices via WhatsApp or email — templates are pre-built.
• Dues Reminders: Send payment reminders via WhatsApp/SMS to customers with outstanding balances.
• Inventory Alerts: Low-stock and expiry alerts sent via WhatsApp/SMS.
• Milk Bill Sharing: (Dairy) Share milk bills to farmers via WhatsApp.
• Web Push Notifications: Real-time browser notifications for online orders, low stock, etc.

Data Import & Export

Import

• CSV/Excel Import: Import products, customers, suppliers from CSV/Excel. Download a template, fill in data, upload, preview, execute.
• Tally Import: Import your Tally data — accounts, products, customers, suppliers, and transactions.
• BUSY Import: Import from BUSY Accounting software.
• Marg Import: Import from Marg ERP.

Export

• Full Data Export: Download all your data as a ZIP file (Settings → Export All Data).
• Tally Export: Export as Tally-compatible XML for import into Tally Prime / ERP 9.
• Marg Export: Export as Marg ERP-compatible Excel.
• Report Export: Every report screen has a one-click Excel/CSV export button.

Backup & Restore

• Cloud Backup: Your data is automatically backed up to the cloud.
• Manual Restore: Owner can restore from a previous backup (owner-only permission).
• Factory Reset: Complete data reset with two modes — Full Reset (deletes everything) or Keep Masters (keeps products, customers, suppliers but deletes transactions). Requires owner approval.

Subscription

• View your current plan, usage, and billing cycle from Settings → Subscription.
• Upgrade, downgrade, or cancel your plan.
• Payments via Razorpay — UPI, cards, net banking, wallets.
• Enable Autopay for automatic renewals.

API Keys & Webhooks

For developers and integrations.

Public REST API (v1)

• Generate scoped API keys with specific permissions: read:inventory, read:crm, write:crm, read:pos.
• Endpoints for: Products, Customers, Sales.
• Use for custom integrations, e-commerce sync, or data pipelines.

Webhooks

• Razorpay subscription webhooks for payment processing.
• WhatsApp inbound webhooks for chatbot interactions.

Feature Configuration

Enable or disable specific features across your account from Settings → Feature Config.

• Toggle modules on/off: POS, Inventory, Finance, CRM, HR, GST, Reports, Quotations, Documents, Assets, etc.
• Enable industry-specific features: batch tracking, shade management (tiles), IMEI tracking (mobiles), etc.
• Disabled modules are hidden from the sidebar and are not accessible by any user.
• Changes take effect immediately — no restart needed.

Industry Settings

Configure industry-specific behaviour from Settings → Industry Settings.

• Industry Type: Your primary industry (selected during registration). Changing this reconfigures available features.
• Industry-Specific Options: Each industry has its own settings — e.g., Pharmacy has drug schedule tracking; Restaurant has KOT/table management; Tiles has shade/grade management.
• Enable secondary industry modules if your business spans multiple verticals (e.g., a general store that also does mobile repairs).

Branding & White Label

Customise the look and feel of your CoreAxis instance.

• Logo & Favicon: Upload your business logo. It appears on the sidebar, invoices, receipts, and the customer portal.
• Invoice Header/Footer: Custom text, terms, and images on invoices.
• White Label: Available on Enterprise plans — custom domain, custom branding, remove CoreAxis branding from all customer-facing pages.
• Theme Colors: Adjust primary accent color for the web app and customer portal.

Sidebar Customization

Reorder and hide sidebar menu items to match your workflow.

1. Go to Settings → Sidebar Order.
2. Drag and drop menu items to reorder them — put your most-used modules at the top.
3. Toggle visibility of individual items — hide modules your team doesn't use.
4. Changes apply to all users with the same role, or create role-specific sidebar layouts.