Set the global settings (orders, printing, numbering, revenue, cash register)

Why it matters

Every business has its habits: selling or not without stock, printing on a thermal receipt or on A4, numbering invoices its own way, counting revenue at invoicing or at payment. The global settings set these choices once and for all. The whole team then applies the same rules, without thinking about it.

Summary

The global settings are in Settings › Company › Global Settings. The page is split into tabs: Orders, Customers, Customer badges, Products, Expenses/Purchases, Suppliers, Invoice link, Document number, Revenue, Cash Control and WhatsApp assistant. It opens on the Invoice link tab. Each tab has its own Save button: nothing takes effect until you click it.

Before you start

• company.* permission to view and edit all tabs. Administrators have it automatically.
• With only treasury_accounts.*, the page only shows the Cash Control tab.

The tabs

Orders

Customers, Products, Expenses/Purchases, Suppliers

Each of these tabs lets you add Custom fields to its records: a label, a type (Text, Number, List, Date, Date and time), a default value, and whether it is required. The Customers tab also has Automatically register new WhatsApp customers: when a new number writes to you on WhatsApp, Genuka creates the customer and the conversation. Turned off, only messages from existing customers are handled.

Customer badges

The Customer activity badges sort your customers into New, Active, At risk, Dormant or Bad payer, based on their orders. You set the length of each period in days, the "at risk" multiplier and the number of unpaid orders that makes a bad payer. The Loyalty levels set the number of paid orders needed to be Loyal or VIP.

Invoice link

The Default public note is added to all invoice links you send to your customers, for example a delivery time. You can replace it order by order. The tab also carries the custom fields for invoices.

Document number

One row per type of numbered document. For each one, you set the number pattern, the number of digits of the counter, the starting number and the current counter. The pattern accepts markers like {YEAR}, {MONTH} or {COUNTER}. Two boxes reset the counter every year or every month.

Revenue

Revenue basis: Invoiced (billed), counted when orders are invoiced, or Collected (cashed in), counted at payment. Four boxes then say whether revenue includes shipping, taxes, fees and tips. These settings change the figures in your reports and analytics.

Cash Control

Enable cash control requires users to open and close a cash session, with tracking of differences. It is turned off by default.

WhatsApp assistant

Allow this company to be managed from WhatsApp lets your team write to the Genuka assistant on WhatsApp. You then need to open the channel member by member. Only a number saved on a member's account gets an answer, and each person keeps their own rights.

Edge cases and common mistakes

• Orders disappear by themselves. The Duration before automatic deletion is filled in. It applies to any order that is not fully paid, including those entered at the counter or in the dashboard, not only online orders. Empty the field to turn deletion off.
• Stock goes negative. Allow negative stocks is ticked. Untick it to block sales without stock.
• Changing the revenue basis also changes past figures shown in reports, since the calculation is redone under the new basis.
• The counter reset does not happen. It only works if the pattern contains the year ({YEAR}, {YY}) or the month ({MONTH}, {MM}).
• The description of custom fields says "for your customers" in every tab. The field is in fact added to the object of the open tab (order, product, supplier...).
• "This channel is not open yet on your instance" in the WhatsApp assistant tab: you can prepare the setting, it takes effect when Genuka opens the channel.
• "You don't have permission to access global settings." Your role has neither company.* nor treasury_accounts.*.

FAQ

How do I stop a product that is out of stock from being sold? Orders tab, untick Allow negative stocks, then Save.

How do I make my invoices start at a specific number? Document number tab, set the starting number or the current counter for the document type you want, then Save.

Can the assistant change these settings for me? Yes, for most of them (orders, revenue, cash control, badges, invoice note), if your role allows it. It always asks you to confirm before applying. Custom fields and line statuses are set on this page.

See also

• Fill in your business information (parametres-entreprise)
• Order sources (sources-commande)
• Open and close a cash session (ouvrir-session-caisse)
• Run Genuka from WhatsApp with the assistant (piloter-depuis-whatsapp)
• Understand the dashboard (comprendre-tableau-de-bord)