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Default Setting Up

The section will help you choose the default accounts for the main functions of your business in Localizebook. It lets you enable certain functions of your business and consists of other generic functions.

Let’s take a look at the function’s different settings in Localizebook:

  1. General
  2. Branch
  3. Vendor
  4. Item
  5. Customer
  6. Accounting
  7. Active Class
  8. Default Account
  9. POS
  10. Delete

General

In the general section, once you enable them, they will be shown in your template.

Go to Setting Up Defaults in General:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “General”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in General:

Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown in your template and when you make the transaction.

Branch

In the branch section, once you enable them, they will be shown in your template.

Go to Setting Up Defaults in Branch:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Branch”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Branch:

Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown when you make a transaction and in your report, template, etc.

Vendor

You’ll be able to access and configure these functions only when you enable them on this page. Let’s have a look at the various settings you can configure for the “Vendor” in Localizebooks.

Go to Setting Up Defaults in Vendor:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Vendor”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Vendor:

Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown when you make a transaction and in your report, template, etc.

Note:

  1. Draft: When you make a transaction in the Purchase Order function, you can’t convert your purchase order transaction to a purchase receive transaction in the Purchase Receive function.
  2. Issued: When you make a transaction in the Purchase Order, you can convert your purchase order transaction to a purchase receive transaction in the Purchase Receive function.

Item

You’ll be able to access and configure these functions only when you enable them on this page. Let’s have a look at the various settings you can configure for “Item” in Localizebooks.

Go to Setting Up Defaults in Item:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Item”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Item:

Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown when you make a transaction and in your report, template, etc.

Customer

You’ll be able to access and configure these functions only when you enable them on this page. Let’s have a look at the various settings you can configure for the “Customer” in Localizebooks.

Go to Setting Up Defaults in Customer:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Customer”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Customer:

Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown when you make a transaction and in your report, template, etc.

Note:

  1. Draft: When you make a transaction in the Sale Order function, you can’t convert your sale order transaction to a sale delivery transaction in the Sale Delivery function.
  2. Issued: When you make a transaction in the Sale Order function, you can convert your sale order transaction to a sale delivery transaction in the Sale Delivery function.

Accounting

You’ll be able to access and configure these functions only when you enable them on this page. Let’s have a look at the various settings you can configure for the functions in Accounting.

Normally, the function that you activated will show these functions in the Accounting menu for use. And for reports to be viewed, they normally show up in the Report menu under the Company & Finance Report function.

Go to Setting Up Defaults in Accounting:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on “Accounting”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Accounting:

  1. Accounting – Select the functions you want to enable in Localizebooks. Once you enable them, they will be shown this function for you to make the transaction, and you can set up your closing transaction here.
  1. Format – Select the format date that you want to enable in the LocalizeBooks system. Once you enable them, they will be shown when you make the transaction.

Active Class Tracking for Transaction

Go to Setting Active Class Tracking:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Accounting”
  4. Tick on Active Class Tracking for Transaction

Then Input your Class Name Then Click Yes,

After setting up Active Class already, click on the “Save” button.

Note: If you tick ‘Prompt to Assign Class,’ the system will always ask you to choose a class ,

Default Account

The Default Account preferences allow you to pre-set the standard accounts used for various transactions, such as purchases, payments, and inventory management. Configuring these defaults helps streamline your workflow, reduce manual data entry, and maintain consistency in your accounting records.

Go to Setting Up Defaults in Default Account:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “Default Account”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in Default Account:

Once you have configured these settings, the selected accounts will be automatically populated when you create the corresponding transactions, saving you time and reducing the risk of errors.

POS

Let’s have a look at the various settings you can configure for the POS function in Localizebooks.

Go to Setting Up Defaults in POS:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “POS”
  4. After setting up your default, click on the “Save” button.

Setting Up Defaults in POS:

You can select the default account for use in the POS function. Once you enable them, they will be shown when you make the sale in the POS function.

Delete

In Locaizebook, this function is only available for Localize Partners with the admin role of this business, “LOCALIZE CO., LTD.” Once you delete it, it won’t be coming back. You can contact the Localize team to backup your data.

Go to the delete function in Localizebook:

  1. Click on the Settings icon.
  2. Click on the “Preference”
  3. Click on the “POS”
  4. After setting up your default, click on the “Save” button.

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