Overview

The Settings menu allows you to configure and manage your LocalizeBook business. From here, you can set up business information, manage users and roles, configure system preferences, assign default accounts, and customize form templates.

To access Settings, click the icon.

Business Profile

Set up information related to your business or company in Localizebook.

1. Business or Company Information

Users & Role

Create a workflow role to automate repetitive tasks, and add multiple users to collaborate with them in Localizebook.

1. Users
2. Invite and Role Setting Up
3. Editing Users
4. Removing Users

1. Role
2. Creating New Workflow Role
3. Editing Role
4. Deleting Role

Warehouse

Create a multi-warehouse in Localizebook that applies to your business.

1. Creating New Warehouse
2. Editing Warehouse
3. Deleting Warehouse

Sale Tax

Create the taxes in Localizebook that apply to your business.

1. Creating New Tax
2. Editing Tax
3. Deleting Tax

Discount

Set up a discount for your business or company in Localizebook.

1. Creating New Discount
2. Editing Discount
3. Deleting Discount

Exchange Rate

Set up the exchange rate for your business or company in Localizebook.

1. Exchange Rate Setting Up

Payment Method

Set up a payment method for your business or company in Localizebook.

1. Creating New Payment Method
2. Editing Payment Method
3. Deleting Payment Method

Preferences

Configure your Localizebook settings through the preferences section.

1. Default Setting Up
2. Numbering Setting Up
3. Templates Customization