Business Settings Centre

Legal details, contacts, KRA PIN, address, logo, stamp, signature and customer-facing messages.

Select one primary activity and optional secondary activities for future activity-level reporting.

Apply reusable feature flags for distributors, retailers, fish suppliers, hardware shops and service teams.

Create operating locations, assign capabilities and choose the default branch.

Configure stock locations such as main warehouse, branch store, shop floor, cold store or vehicle stock.

Configure vehicles, drivers, routes, operating days and returnable packaging foundations.

Manage standard and custom units, decimal precision and future unit conversions.

Build hierarchical product categories with circular-reference protection.

Create brand records without seeding trademarks as production data.

Configure retail, wholesale, distributor and customer-specific price levels.

Enable cash, M-Pesa, bank transfer, cheque, card, credit and account foundations.

Set customer credit defaults, payment terms, approval thresholds and reminders.

Configure sequence prefixes, branch codes, financial year, month and document template previews.

Configure VAT, zero-rated, exempt, no-tax and eTIMS or ETR document settings.

Set purchase defaults, goods receipt requirements, tax-document rules and supplier performance tracking.

Configure approval rules for purchases, discounts, below-cost sales, stock adjustments and exports.

Control stock, pricing, proof of delivery, batches, expiry dates, branch reporting and visibility rules.

Export configuration lists, prepare import templates and review sensitive-account masking rules.