Global Settings

Mailchimp Settings

In order to send the bulk of emails to contacts, the MailChimp provides a platform to run campaigns by customizing its settings.

Enable MailChimp: By select Yes, it will enable.

MailChimp API key: This is a Unique key to maintain the Mailchimp activity.

By selecting these fields in the below screenshot, addition of contacts of respective contact types makes to run directly in the Mailchimp campaign.

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Site Themes

Site Themes are of two types.

  • Default
  • BSB

Site Themes List page:

The following image shows the Default type of the system.

Title : Name/title of your site theme.

Theme title key :  You can give name of your site theme.

Is active : If yes, the site theme will be set as your default theme to your site.

Settings : You can manage the Theme colours.

This image is shown for BSB type of the system.

Title : Name/title of your site theme.

Theme title key :  You can give name of your site theme.

Is active : If yes, the site theme will be set as your default theme to your site.

Settings : You can manage the Theme colours.

User Profile Placement: The Admin profile will be shown on Topbar/Sidebar of which we have selected.

We can manage the Theme colours for both Default and BSB Themes by clicking on Settings –> Site Themes page.

The Admin can have access to manage all the Users themes.

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Database & Files Backups

We can manage the database by going to Global Settings –> Database Backup.

To take backup, click on Take Backup button then backup will be started.

Then backup Database is shown on Database Backup field.

Backup Files are shown in Files Backup field.

Database & Files Backups: Combination of both Database and Files Backups which are shown in this field.

Name : Name of your files/database.

Storage location : Location/path of your files/database.

Size : Size of your files/database.

Created : Created date of your files/database.

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Translations

We can translate the default language into various languages which we want to use the system in particular language by using the API key in Translations Settings.

We can manage the Importing and Exporting the languages by using these translations. We can translate the default language to any language you required which is only available in the Languages module.

For some languages, all the keywords are not translated, in that case, we manually translate the keywords as per our need.

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Discounts

These discounts will be reflected in the Sales module while purchasing a product, making an invoice etc.

Go to Global Settings–> Discounts–> Add New

Discounts List page:

Create a New Discount on this page where the fields to be filled are:

Name Name of the Discount.

Rate: Discount rate value.

Rate Type: Rate type like Percentage/Value.

Description: Brief description of Discount.

View button allows seeing all the Discount details.

By clicking on view, we can monitor the respective Discount detailed history on various modules like Invoices, Quotes, Recurring Invoices, and Purchase Orders.

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