Settings & Configuration ⚙️

The Settings module is where you configure ShopkeeperPOS Desktop to work exactly how you need it. From business information to printer setup, everything can be customized to fit your business.

General Settings

Business Profile

Set up your business information:

  • Business Name: Your company or store name
  • Address: Physical business address
  • Contact Information: Phone, email, website
  • Tax Information: Tax ID, registration numbers
  • Logo: Upload your business logo (appears on invoices)

Navigation: Settings → General → Business Profile

💡 Tip

Tip: Your business logo will appear on invoices and receipts, so make sure it's clear and professional-looking!

My Profile

Manage your user account:

  • Update your name and email
  • Change your password
  • Set your profile picture
  • Configure notification preferences

Preferences

Customize application preferences:

  • Language and regional settings
  • Date and time formats
  • Currency settings
  • Default views and layouts

Business Settings

Staff Management

Add and manage staff members:

  • Add Staff: Create accounts for your team members
  • Permissions: Set what each staff member can access
  • Locations: Assign staff to specific locations
  • Roles: Define roles (Manager, Cashier, etc.)

Navigation: Settings → Business Settings → Staff Management

Security: Each staff member has their own login credentials. You can control what they can access and what actions they can perform.

Location Management

Manage multiple business locations:

  • Add new locations
  • Edit location details
  • Set location-specific settings
  • Archive inactive locations

Learn more in our Multi-Location Management guide.

Billing & Plans

Manage your subscription:

  • View your current plan
  • Upgrade or downgrade your plan
  • View billing history
  • Update payment method
  • Manage subscription renewal

App & Location Settings

General Settings

Application-wide settings:

  • Auto-update preferences
  • Data sync settings
  • Cache management
  • Performance settings

Notification Preferences

Configure how you receive notifications:

  • Low stock alerts
  • Sales notifications
  • System updates
  • Email notifications
  • Desktop notifications

Invoice Templates

Customize your invoice appearance:

  • Choose invoice layout
  • Add your business logo
  • Customize fields and information
  • Set default terms and conditions
  • Configure footer text

💡 Tip

Tip: Customize your invoice template to match your brand. A professional-looking invoice helps build trust with your customers!

Printer Settings

Configure your USB printer:

  • Select your printer
  • Set paper size
  • Configure print quality
  • Enable auto-print
  • Test printer connection

For detailed printer setup instructions, see our USB Printer Setup guide.

Best Practices

  • Complete Setup: Fill out your business profile completely—this information appears on invoices and receipts
  • Regular Updates: Keep your business information up-to-date
  • Staff Permissions: Only give staff the permissions they need for their role
  • Backup Settings: Export your settings periodically as a backup
  • Test Changes: Test printer and template changes before using them in production

Quick Settings Checklist

When setting up ShopkeeperPOS for the first time, make sure to:

  1. ✅ Complete your business profile
  2. ✅ Upload your business logo
  3. ✅ Configure tax settings
  4. ✅ Set up your printer (if using USB printer)
  5. ✅ Customize invoice templates
  6. ✅ Add staff members
  7. ✅ Configure locations (if multiple)
  8. ✅ Set notification preferences

💡 Need Help?

Settings can seem overwhelming at first, but don't worry! You can always come back and adjust things later. If you need help with any settings, contact our support team—we're happy to help you get everything configured just right!