Settings

1 Shop Info — set up your business profile(s)

The Shop Info tab manages one or more business profiles (a parent company and any sub-companies), each with its own logo, GSTIN/tax ID, address and signature.

1. Pick a profile from the left list (Active/All filter at the top) — a green "Default" star marks the profile new sales default to.
2. Under Brand Identity, upload a Logo (under 500 KB) and set Business Name*, your country's tax ID (e.g. GSTIN in India, validated live against the official 15-character pattern), Business Type (Sole Proprietorship, Partnership, LLP, Pvt Ltd, etc.), Business Category (Retail, Restaurant, Pharmacy, etc.) and POS Layout (retail / restaurant / pharmacy / grocery / garment / electronics / mobile / bakery / hardware).
3. Under Contact & Location, fill Phone, Email, Website, Address, State (a dropdown when your country has a fixed state list) and Postal Code.
4. If your country has a second tax ID (e.g. PAN in India), a Tax & Compliance section appears with live format validation.
5. Under Signature, upload an image of your authorized signatory's signature — it prints on invoices and PDFs.
6. Admins can click New to add another business profile (optionally as a sub-company under a parent), Set Default to make a profile the default for new sales, and Deactivate/Reactivate a profile (deactivating the top-level parent shows an extra warning).
7. A separate Country / Region dropdown at the top of the tab changes the store-wide country, which in turn changes which tax ID labels, states and default tax system show up everywhere else in Settings.

2 Invoice — numbering, timezone, date format and printed text

Controls how invoices are numbered and formatted everywhere a bill or PDF is generated.

1. Set Invoice Prefix (e.g. "INV") and Starting Number — a live preview shows the exact next invoice number (e.g. INV-0001).
2. Choose Timezone and Date Format (DD/MM/YYYY, MM/DD/YYYY, etc.) — these affect every report, list and printed document app-wide.
3. Toggle whether the printed bill shows the business Logo, the Tax Breakdown line items, and Customer Details.
4. Enter free-text Invoice Footer and Terms & Conditions that print at the bottom of every bill, PDF invoice, quotation and delivery challan.

3 GST E-Invoice — IRP integration and e-Way Bill

Configures direct submission of invoices to the Government's Invoice Registration Portal (IRP) for GST e-invoicing, and the linked e-Way Bill workflow.

1. Set your Annual Turnover band — turnover of ₹5 Cr or more makes e-invoicing mandatory (shown with a warning banner); below that it is optional (shown with a success banner).
2. Toggle Enable E-Invoicing to switch on automatic IRN (Invoice Reference Number) generation on every new sale.
3. Enter your IRP Client ID, Client Secret, Username and Password (obtained from einvoice1.nic.in) — password/secret fields have a show/hide toggle. GSTIN itself is pulled from the Shop Info tax ID field, not re-entered here.
4. Toggle Enable e-Way Bill (only available once e-invoicing is on) and, if desired, Auto-prompt for e-Way Bill above a configurable bill-value Threshold (default ₹50,000).
5. A 5-step visual flow at the top (Setup → Create Sale → Auto IRN → Print/Share → E-Invoice Dashboard) explains how this connects to New Sale and the separate E-Invoice Dashboard page.

4 Tax — tax system, registration type, and GST rate master

The most complex tab: it sets your country's tax system, your dealer/registration type, and manages the actual GST/CESS rate slabs used everywhere in the app.

1. Pick a Tax System: Indian GST, European VAT, UK VAT, UAE VAT, Australian GST, Canadian GST/PST/HST, Singapore GST, US Sales Tax, or No Tax System.
2. Pick your Business Registration Type — for India: Regular Dealer (GSTR-1/GSTR-3B), Composition Scheme (CMP-08/GSTR-4), or Unregistered/Exempt. Choosing Composition reveals a Composition Rate % field (typically 1% traders, 2% manufacturers, 5% restaurants).
3. For Indian GST, set your registered State (drives CGST+SGST vs IGST splitting) and GST Filing Period (Monthly or Quarterly, only for Regular dealers).
4. Toggle Tax-Inclusive Pricing (MRP-style, tax already in the shown price) and, for India, Enable CESS for luxury/tobacco goods.
5. Set the Default Tax Rate applied to new products before you tag them individually.
6. Under GST Rate Master (Admin-only edit rights), add/edit/deactivate/delete the actual GST % slabs (0, 0.1, 0.25, 1, 1.5, 2, 3, 5, 7.5, 12, 18, 28%) and, if CESS is enabled, CESS rate slabs — each with an optional label. A collapsible reference table shows the standard CGST/SGST/IGST split and example product categories for each slab.

5 Payment Methods — checkout options, UPI, bank details and store wallet

1. Toggle which payment types appear as buttons at checkout: Cash, Card, UPI, Wallet, Cheque, Credit, Layby (advance booking) and Split payment.
2. If UPI is enabled, enter your UPI ID — it is used to render a QR code on the printed bill.
3. Fill Bank Name, Account Number and IFSC Code — these print on bills, quotations and purchase orders so customers can pay via NEFT/IMPS.
4. Payment gateways (Razorpay, PhonePe, Paytm, Cashfree, etc.) are no longer configured here — a card links out to the separate Integrations page.
5. Toggle Customer Display (a second screen showing the running bill to the customer at checkout).
6. Toggle Store Wallet and set a Cashback % so customers automatically earn store credit on every sale, redeemable on future purchases.

6 Stock Settings — alerts, valuation, costing method and licenses

1. Toggle Low Stock Alert and set a Low Stock Threshold quantity — drives the low-stock badge on Products and the Dashboard alerts panel.
2. Toggle Allow Negative Stock (lets you sell past zero quantity) and Auto Reorder.
3. Choose a Stock Valuation Method — FIFO, LIFO or Average — used in inventory reports and P&L stock value.
4. Separately choose a Costing Method (FIFO, LIFO or Weighted Average) — used specifically for Cost of Goods Sold (COGS) on the P&L and inventory valuation reports; an info box explains the difference between the three.
5. Enter regulatory numbers: Drug License Number and FSSAI License Number — both print on invoice footers for pharmacy/food businesses.

7 Loyalty Points — earn/redeem rates, membership tiers and referrals

Loyalty rewards work in three layers: base points, optional membership tiers with bonus multipliers, and optional referral rewards.

1. Toggle Enable Loyalty Program — everything else on this tab only appears once this is on.
2. Set Points earned per ₹ spent, ₹ value per point redeemed and Minimum points to redeem — a live example shows how many points and how much value a ₹1,000 sale would earn.
3. Toggle Membership Tiers and set lifetime spend Thresholds for Silver/Gold/Platinum, plus an Earn Rate Multiplier for each tier (e.g. Gold customers earn 1.5× points).
4. Toggle Referral Rewards and set bonus Points for the referrer and Points for the new customer, both awarded automatically on the referred customer's first completed sale.

8 Notifications — email alerts and on-screen warnings

1. Toggle Email Notifications and enter a Notification Email address to receive system alerts.
2. Toggle Low Stock Emails (sent when stock drops below your Low Stock Threshold) and Daily Report Email (a nightly sales summary).
3. Toggle Show Low Stock Alert Badge (on the Products page) and Show Customer Display (the checkout-facing second screen) — these are display toggles, separate from the email ones above.

9 Email Settings — SMTP server and sender identity

This is the mail server BazaarPOS uses to actually send emails — for Scheduled Reports, low-stock alerts, and customer invoice emails.

1. Fill in SMTP Host (e.g. smtp.gmail.com), SMTP Port (default 587) and toggle Use Secure Connection (TLS/SSL).
2. Enter SMTP Username and SMTP Password (an app password, not your regular email password, for providers like Gmail).
3. Set the From Name and From Address shown to recipients on every outgoing email, and a default comma-separated Report Recipients list for Scheduled Reports.
4. Click Send Test Email to confirm the SMTP configuration actually works before relying on it.

10 Receipt / Print — paper size, copies and thermal receipt text

1. Choose Paper Size — A4, A5, 80mm or 58mm thermal — and how many Copies print per sale (1–5).
2. Toggle Use Thermal Printer for receipt-style output instead of a full-page invoice.
3. Set free-text Receipt Header and Receipt Footer that print at the very top and bottom of the thermal receipt.
4. Design custom thermal layouts on the linked Thermal Print Themes screen: create a theme from a blank slate or a preset, drag-and-drop sections (company details, items table, payment summary) using the Theme Builder, preview it against sample sale data, and mark one theme as the default used by every print.

11 Online Store — digital catalog and WhatsApp

1. Toggle Enable Digital Catalog — a public, shareable product catalog page is generated at a fixed /catalog URL (copy or open it directly from this tab).
2. Set a Catalog Tagline and a Banner Image URL (with a live image preview) shown at the top of the public catalog.
3. Enter your WhatsApp Business Number — generates a wa.me deep link with a "Test" button, and enables sharing invoices directly to customers over WhatsApp from the billing screen.

12 Features — turn app-wide capabilities on or off, per role

A master switchboard for optional app capabilities (GST, Loyalty, Inventory, Reports, Barcode, Purchase Orders, Multi-Payment, Thermal Print, Expense Tracking, Multi-Store and more), grouped by Finance / Customer / Operations / Analytics.

1. Flip the toggle next to any feature to enable/disable it store-wide — this hides or shows the related sidebar menu items and billing-screen options for everyone.
2. Click Roles next to a feature to expand a per-role override panel, and individually allow or block that feature for Cashiers and Managers even while it stays on for Admins (Admins are always "Always On" and cannot be blocked).
3. An override shows as Blocked (red), Allowed (green), or Inherited (grey, meaning it just follows the master toggle).

13 Custom Fields — add extra data fields to Products, Customers, Sales or Invoices

1. Switch the entity tab at the top: Product, Customer, Sale or Invoice.
2. Click Add Field and choose a Field Type — Text, Number, Date, Yes/No, Single Select or Multi Select (Select types require newline-separated Options).
3. Set the Label (auto-generates a machine-readable Key, editable only at creation), an optional Placeholder, Default Value, and whether the field is Required.
4. Use the table's row actions to Edit, Enable/Disable, or (Admin-only) Delete a field.

14 AI Features — store your own AI provider API keys

1. Enter an OpenAI API key and/or Claude (Anthropic) API key to use your own account's AI credits for AI-assisted features elsewhere in the app.
2. Click Save — keys are written to this browser's local storage only.

15 Staff / Users — add staff, assign roles and branch access

1. Click Add User (shows a live count against your plan's user limit, e.g. "3/5") and fill Name, Mobile Number (used as the login ID, with a country-code picker), optional Email, a starting Password, and a Role.
2. For non-Admin roles, tick each Branch the user should access from the branch-access list, choosing a per-branch role (or "No Access"), then pick their Default Branch to log into automatically.
3. Use row actions to Edit a user, Reset Password (Admin sets a new password directly), or Deactivate/Activate their account.
4. A "Login ID" column shows the mobile number staff actually sign in with; a status badge flags accounts that are "Awaiting first login" (must change their password on first sign-in).

16 Security — password, security questions and interface language

1. Admins can toggle Allow staff to reset their own password with security questions — a business-wide setting (stored on the Business, not the Branch).
2. Every user (this matters most for the Admin, who has nobody else to reset their password) can set up Your Security Questions: pick 3 different questions from a list of 10 and answer them, so they can self-serve a forgotten-password reset later.
3. Use Change Password to update your own password (current password, new password, confirm — minimum 6 characters).
4. A read-only Session Info card shows who you are logged in as and your role.
5. Pick your Interface Language from a country-aware dropdown of supported languages (11 languages app-wide).

17 Roles — manage system roles and create custom job titles

BazaarPOS ships with 3 base permission tiers (Admin, Manager, Cashier); this tab lets you rename their badges and, more importantly, create additional named roles (e.g. "Floor Manager", "Senior Cashier") that map onto one of those 3 tiers.

1. The System Roles section lists the built-in Admin/Manager/Cashier roles with their current user counts — click Edit to change a system role's display label or badge color (its underlying permission tier is locked).
2. Click Add Custom Role to create a new role: type a Role Name (auto-generates a machine key), pick a Permission Tier it inherits from (Admin/Manager/Cashier), and pick a Badge Color from presets or a custom color picker.
3. Custom roles show their tier and a delete action (with a confirm step) in the Custom Roles section — you cannot delete a role while staff are still assigned to it.

18 Staff Permissions — fine-grained per-role access matrix

The most powerful tab: two big matrices (one for Settings tabs, one for the entire sidebar menu) where every role gets a permission level for every item.

1. For the Settings Tabs matrix and the Navigation Menu matrix, pick a permission level per role per row: No Access, Read Only, Create, Edit, Delete, Approve, Export, or Full Control.
2. Use the Set all… dropdown in a role's column header to apply one permission level to every row at once for that role.
3. Locked rows (Reset App, Staff Permissions, Roles) always show Admin = Full Control and everyone else = No Access and cannot be changed — a padlock icon marks this section.
4. Click Save Permissions to apply the whole matrix at once, or Reset to discard unsaved changes and reload the last saved configuration.

19 Reset App — wipe transactional data (irreversible)

A destructive, one-way operation for starting a shop fresh — for example after finishing a trial with test data.

1. Tick which data categories to delete: Sales/Transactions, Ledger entries, Audit Logs, Customers, Products, and/or reset Settings back to defaults — each option shows exactly what it removes.
2. Type RESET (all caps) into the confirmation box to unlock the delete button.
3. Click Reset Now — a native browser confirm dialog asks one more time before anything is deleted.
4. A result summary shows how many records were deleted per category once the operation finishes.