Settings screen shows the multiple features as given below :

 

Step 1 : Go to Settings :



In 'Settings' screen 5 features are available :


1) Company Details 

2) Configuration 

3) Branding & Documents 

4) Plan and Billing 

5) Account 


1)  Company Details : Company Details screen consists of following fields:


  a) Company Details : Mention company name , address , city ,country ,state ,pin code, phone ,email and GST no. of the company.

  b) Members : Add member details with the help of this features.

  c) Bill to Party : This feature allows user to create and manage multiple billing parties which he can link to the channel at the time of channel creation.



a) Company Details : The following screen will show up. 


After add the details , Click on 'Save Changes' button.


b) Members : Click on 'Add New Member' 


Navigation : Settings →Members :  Follow the below given steps.

 Fill the member details in this pop up.

Click on 'Save' button . 


Check the list of members is successfully updated in the below given screen.


c) Bill to party :   Bill to party screen consists of following fields:


Bill Party Name:  It consists of the name of the Billing party. 

Address:  It consists of the address of the Billing Party. 

GSTIN:  It consists of the GSTIN number of the Billing Party.  

Date: It consists of the creation date of billing party.

Follow the following steps to create a Billing Party:


Step 1. Click on 'Add New' button :



Navigation : Settings →Bill to party : 



 ‘Add New’ button will open a pop up.




1. Company Name : Enter the registered company name.

2. Address: Enter the address of the Billing Party. 

3. City: City of the Billing Party. 

4. Country: Country of the Billing Party. 

5. State: State of the Billing Party. 

6. Phone No: Phone No of the Billing Party. 

7. Email: Email of the Billing Party.

8. Zip: Zip of the Billing Party. 

9. Tin No.: Enter the tin No of the Billing Party.


Once details are filled, click on save button to create a Bill to party.



2) Configurations : 


Navigation: Settings→Configurations : 



Click on the 'Save Changes' button.


Follow the following steps to set basic configurations of eRetail Express : 


Usage Preference: Select the particular management from the drop-down.

Language: Select the language from the drop-down.

Auto stock update: This feature automatically adds the inventory of the SKU when orders pull in the eRetail.  Select 'yes' or 'No'.

Auto pack: This feature automatically moves the order to the pack state. 

Manifest Mode: This features all users to set any of the following tabs in order processing: 

  •  Using Manifest
  •  Using RTS (Ready To Ship)
  •  Both 

Tax Type: This feature allows the user to set the tax configuration of the SKU code.



3) Branding & Documentation: Add the brand details. 


    

Step 1: 

Company Name: Company name.

Contact Email: Enter the registered email/contact email address.

Contact Phone: Enter the contact number.


Step 2: Do you prefer your own invoice series on the document (Optional Feature).


If Yes, Click on the "Yes" button.


You can enter the invoice prefix number, series start from, length, and preview in the below-given fields.

Click on the "Save Changes" button.


Step 3: Upload the Standard logo (for invoice) and Standard image (for authorized signature).


For Standard Invoice, click on the standard logo "checkbox" and upload the company logo with the max size -50 Kb.

For Standard Image of the Signature, click on the Standard image (for authorized signature) "checkbox" and upload the signature with the max size -20 Kb.


After uploading the details, click on the "Save Changes" button.