FPO Setting

As every FPO is different and there are, certain prerequisites and customisation required to be done before system usage for day-to-day activity. These settings and customisation are available in the “FPO settings” and “Primary Setting” also some of the settings are available in “Banking”.

1 ) Side Navigation (Menu) > FPO Setting (Entry No 13)

Brand
System
FPO
Proposal Print ( Keep Default No change required )
Retainer Print ( Keep Default No change required )
Invoice Print ( Keep Default No change required )
Purchase Invoice Print ( Keep Default No change required )
Email Notification ( Keep Default No change required )

As shown in the Image (3) these settings can be accessed by clicking the available icons in the grid. After clicking these Icons, the system will take you the respective setting page, which is available for making required changes in the system for customised use.

(Image -3)

a. Brand (Sub-Setting Entry 1st)

Click on the FPO Setting, and then click on Brand Icon, then go to Theme customizer (As per Image 4), and then select the colour as available from the options (4 options of Colours) and then save the change and the colour will change for the dashboard. Rest other setting on this page should not be activated as they will result in errors in the system.

Image -4

b. System (Sub-Setting Entry 2nd)

Click on the FPO Setting, and then click on System, then go to respective fields and (As per Image 5,6), and then select the field as available from the form field options

Currency * > Change it to INR
Currency Symbol > Change it to Blank
Currency Symbol Position > Pre or Post radio button ( This allows you customise the currency symbol appearance in the dashboard )
Date Format > Don’t Change
Time Format > Don’t Change
Invoice Prefix > Customise as per your need but # tag should be there, Ideally don’t change
Invoice Starting Number > Don’t Change
Proposal Prefix > Don’t Change
Proposal Starting Number > Don’t Change
Purchase Invoice Prefix > Customise as per your need but # tag should be there, ideally Don’t Change.
Retainer Starting Number > Customise as per your need but # tag should be there, ideally Don’t Change.
Retainer Prefix > Customise as per your need but # tag should be there, ideally Don’t Change .
Purchase Invoice Starting Number > Don’t Change.
Customer Prefix > Customise as per your need but # tag should be there, ideally Don’t Change
Vendor Prefix > Customise as per your need but # tag should be there, ideally Don’t Change.
Invoice/Purchase Invoice Footer Title > Don’t Change
Decimal Number Format > Currently two decimal places Don’t Change
Journal Prefix > Customise as per your need but # tag should be there, ideally do not change.
Display Shipping in Proposal / Invoice / Purchase Invoice > Don’t Change
Invoice/Purchase Invoice Footer > Don’t Change

After making relevant customisations, save the changes and then system will show the notification of successful change.

(Image -5)

(Image -6)

c. FPO (Sub-Setting Entry 3rd)

Click on the FPO Setting, and then click on FPO , then go to respective fields and (As per Image 7), and then select the field as available from the form field options from the FPO Settings user can fill the or Edit your FPO details like

FPO Name > Enter the name of the FPO
Address > Enter the Address of the FPO
City > Enter the operating city of the FPO (Only One required)
State > Enter the operating state of the FPO (Only One required)
Pin code > Enter the Address Pin code of the FPO (6 Digits)
Country > Enter the Country as India for the FPO
Telephone > Enter the contact number as available for the FPO
System Email > Enter the mail as available for the FPO
Email (From Name) > Enter the mail as available for the FPO ( Same mail can be used for both options )
FPO Registration Number > Enter the mail as available for the FPO
GST/PAN Number > Enter the GST/PAN for the FPO