# Business settings for your first-time setup

> The Business Settings to fill in on day one - name, logo, currency, time zone, financial year, tax numbers, product options and which modules are switched on.

Source: https://docs.smartposhub.com/start/business-settings/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

This guide covers the Business Settings you should fill in before your first sale: name and logo, currency and time zone, financial year, tax numbers, product options and the modules you need. It is for the owner or manager doing the first setup and takes about ten minutes. For every option on every tab, see the [Business settings reference](https://docs.smartposhub.com/settings/business-settings-overview/).

## Before you start

- Sign in as the account owner (or a user whose role has the business settings permission).
- Have your logo ready (PNG or JPG) and your tax registration numbers, if you have any.

## Open Business Settings

1. In the left menu click **Settings › Business Settings**.
2. The tabs are listed on the left: **Business**, **Tax**, **Product**, **Contact**, **Sale**, **POS**, **Display Screen**, **Purchases**, **Payment**, **Dashboard**, **System**, **Prefixes**, **Email Settings**, **SMS Settings**, **Reward Point Settings**, **Modules** and **Custom Labels**. On a phone they become a scrollable row of chips.
3. Use the **Search** box at the top right to jump to any setting by name.

![Business Settings page on the Business tab with Business Name, Start Date, Currency, Time zone, Upload Logo and Financial year start month fields](https://docs.smartposhub.com/_astro/business-settings-business-tab.Dl3vkmw3.png) (web app page: `/business/settings`)
*Settings › Business Settings, Business tab.*

## Step 1: Business tab

Fill in or check:

| Field | What to enter |
|---|---|
| **Business Name** | The name printed on receipts and shown to customers |
| **Currency** and **Currency Symbol Placement** | Your selling currency and whether the symbol goes before or after the amount |
| **Time zone** | Your local time zone; sales times and "today" in reports follow it |
| **Upload Logo** | Your logo for receipts, invoices and the top of the menu |
| **Financial year start month** | The month your accounting year starts (reports use it) |
| **Stock Accounting Method** | How stock cost is counted, for example FIFO (first in, first out) |
| **Default profit percent** | The markup used to suggest a selling price from the purchase price |
| **Date Format**, **Time Format** | How dates and times appear everywhere |
| **Currency precision**, **Quantity precision** | Decimal places for money and quantities (use 3 for weighed goods) |
| **Transaction Edit Days** | How many days after a sale or purchase it can still be edited |

## Step 2: Tax tab

Enter **Tax 1 Name** and **Tax 1 No.** (for example "VAT" and your VAT number) so they print on invoices. The tax **rates** themselves are added under **Settings › Tax Rates**; see [Tax rates and tax groups](https://docs.smartposhub.com/settings/tax-rates/).

## Step 3: Product tab

Switch on only what you use:

- **Enable Brands**, **Enable Categories**, **Enable Sub-Categories** to organise products.
- **Enable Sub Units** if you buy in cartons and sell in pieces (pharmacies: boxes, strips and tablets).
- **Enable Product Expiry** for food and medicine with expiry dates. See [Expiry and batches](https://docs.smartposhub.com/inventory/expiry-and-batches/).
- **Enable Racks** (plus **Enable Row**, **Enable Position**) to note where a product sits in the store.
- **Enable Warranty** for electronics and appliances.
- **SKU prefix** if you want automatic product codes to start with letters, and **Default Unit** for new products.

## Step 4: Sale, POS and Payment tabs

- **Sale**: **Default Sale Discount**, **Default Sale Tax**, **Allow Overselling** (sell even when stock shows zero), **Enable Sales Order**.
- **POS**: keyboard shortcuts and which POS buttons to hide (**Disable Multiple Pay**, **Disable Express Checkout**, **Disable Draft**, **Disable Suspend Sale**).
- **Payment**: your **Cash Denominations** (for example 10, 20, 50, 100) so the POS can suggest change and count the drawer.
- **Custom Labels** (last tab): rename **Custom Payment 1** to **7** to add your own payment methods, such as a mobile wallet or bank transfer.

## Step 5: Purchases tab

Turn on **Enable Purchase Status**, **Enable purchase order** and **Enable Lot number** if you need them. See [Purchases](https://docs.smartposhub.com/inventory/purchases/) and [Serial, IMEI and lot numbers](https://docs.smartposhub.com/inventory/serial-imei-and-lots/).

## Step 6: Modules tab

The **Modules** tab lists every feature you can switch on, grouped (for example **Sales & stock** and **Restaurant, bar & bookings**). Each card says what the module does.

1. Click **Modules** in the tab list.
2. Switch on what your business uses, for example **Stock Transfers** for several shops, **Product Library** to import ready-made products, **Kitchen** and **Tables** for a restaurant.
3. Click **Update Settings** at the bottom.

![Modules tab with switches for Purchases, Add Sale, POS, Stock Transfers, Stock Adjustment, Expenses, Account, Recurring invoices, Types of service, Tables, Modifiers and Service staff](https://docs.smartposhub.com/_astro/settings-modules-tab.CDrkgj8y.png) (web app page: `/business/settings`)
*Modules tab: switch on only what your business uses.*

**Note:** 
Turning a module off hides its menus for everyone in the business. Your data is kept and comes back when you switch it on again. A module that is not in your plan shows a greyed-out card marked **Not in your plan** with a **See plans** link; see **Settings › Package Subscription**.

## Step 7: Save

Click **Update Settings** in the bar at the bottom. The bar says **Make your changes, then save.** and warns you about unsaved changes. You should see "Settings updated successfully".

## Tips and mistakes to avoid

- **Save once, at the end.** One button saves every tab; leaving the page without saving loses your changes.
- **Do not switch on everything.** Extra modules add menus and fields your staff do not need.
- **Set Quantity precision before importing products** if you sell by weight.
- **Per-shop details belong on the location.** Address, phone, invoice numbering and receipt layout are per location. See [Add and manage multiple locations](https://docs.smartposhub.com/start/locations/).

## Related pages

  - [Business settings reference](https://docs.smartposhub.com/settings/business-settings-overview/)
  - [Multiple locations](https://docs.smartposhub.com/start/locations/)
  - [Tax rates](https://docs.smartposhub.com/settings/tax-rates/)
  - [All modules](https://docs.smartposhub.com/modules/)

## Frequently asked questions

### Where are the business settings?

In the left menu open Settings, then Business Settings. You can also press Ctrl + K and type a setting name, or use the Search box at the top of the Business Settings page.

### Why did my change not save?

Business Settings has one save button for all tabs, Update Settings, in the bar at the bottom. Changes on any tab are kept only after you click it.

### Can I change the currency later?

You can, but old sales, purchases and reports keep their amounts without conversion. Set the right currency before you start selling.

### Where do I upload my logo?

On the Business tab, use Upload Logo, then click Update Settings. The logo prints on receipts and invoices that show a logo.

### How do I turn on a module like Restaurant or Repair?

Open the Modules tab, switch on the module and click Update Settings. If the card is greyed out with Not in your plan, your plan does not include it.

### Who can change business settings?

The account owner and any role with the business settings permission. Cashiers normally cannot open this page.

### What is the difference between this page and Business Locations?

Business Settings applies to the whole business. Address, invoice numbering, receipt layout, price group and payment methods per shop are set on each location under Settings, Business Locations.