Setting up preferences

The Daylite Sales Assistant preferences are located in the Plugin Menu.

!Set up the preferences from top to bottom. Some of the preferences require other preferences to be set up. For example currencies are needed before setting tax rates as each tax rates has a default currency.

General Preferences

Used to set up Daylite Sales Assistant and manage application settings

Editing Products

Used to add new products or services as well as to edit existing products and services

Importing Products

Importing new products from another system via CSV file or updating existing products from a spreadsheet.
For example,iIf prices need to be updated it is quicker to update their values from a spreadsheet than update them manually through the product editor.

Stocktakes

Use to start a new stocktake or continue an existing stocktake.

Relates Topics

Products and Inventory Section
Supplier Orders — managing incoming inventory