Settings

Configuration in Localizebook allows you to do a complete set-up of your business from the Settings tab. Here, you will choose the functionality of the system, the default accounts for main functions, and the customization of form templates. You can do a complete set-up of your business as below:

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