System Settings
Personal settings, staff management, print settings, etc.
On This Page
Settings Overview
System settings allow you to customize the system based on your business needs, including company info, staff accounts, permission control, print templates, etc.
Company Info
Set company name and information
Staff Management
Add and manage staff accounts
Permission Settings
Control staff operation permissions
Print Settings
Customize print templates
Company Info
Company information will be displayed on printed documents and reports. Please fill in accurate and complete information.
Enter Company Info
Click 'System Settings' → 'Company Info' in the left menu
Fill Basic Info
Enter company name, phone, address, etc.
Upload Company Logo
Upload company logo, will be displayed on printed documents
Save Settings
Click 'Save' to complete
Company Information You Can Set
- • Company Name: Displayed in document header
- • Contact Phone: Customers can contact you through this phone
- • Company Address: Used for delivery notes, etc.
- • Company Logo: Displayed on printed documents
Staff Management
Manage company staff accounts. Each staff member uses a separate account to log into the system.
Add Staff
Enter Staff Management
Click 'System Settings' → 'Staff Management'
Click 'Add New'
Click the 'Add New' button in the top right
Fill Staff Info
Enter name, phone number (used as login account), password
Set Role
Select staff role, determines their permission scope
Save
Click 'Save' to complete
Manage Staff
Edit Staff
Click 'Edit' to modify staff information and role
Disable/Delete Staff
Staff can be disabled or deleted after leaving
Tip
- Each staff uses a separate account for easy operation tracking
- It is recommended to disable rather than delete staff after leaving to preserve operation history
Permission Settings
Manage staff permissions through roles. Different roles can access different functional modules.
Enter Role Management
Click 'System Settings' → 'Role Permissions'
Create Role
Click 'Add New' to create a new role, e.g., 'Warehouse Manager', 'Salesperson'
Configure Permissions
Check the functional modules that this role can access
Save Role
Click 'Save' to complete role configuration
Common Role Configuration Examples
Print Settings
Customize print templates for various documents to meet different printing needs.
Enter Print Settings
Click 'System Settings' → 'Print Settings'
Select Document Type
Select the document type to set (sales order, purchase order, etc.)
Select Print Template
Choose system-provided template or custom template
Set Print Content
Configure fields to print and display format
Preview and Save
Preview print effect, save after confirmation
Supported Document Types
- • Sales Order / Outbound Order
- • Purchase Order / Inbound Order
- • Sales Return / Purchase Return
- • Stocktake Report
- • Quotation
Configurable Print Options
- • Paper size (A4/A5/Thermal paper, etc.)
- • Display fields (product name, specs, unit price, etc.)
- • Company info and logo
- • Header and footer content
Tip
- Please test print effect first to ensure printer compatibility
- Thermal printers need to select corresponding paper specifications
Change Password
Regularly changing passwords can improve account security.
Open Change Password
Click avatar in top right, select 'Change Password'
Enter Old Password
Enter current password
Enter New Password
Enter new password (recommend using letters + numbers)
Confirm New Password
Enter new password again to confirm
Save
Click 'Save' to complete password change
Password Security Suggestions
- • Use passwords with 8+ characters
- • Include letters and numbers
- • Don't use easily guessable passwords like birthday or phone
- • Change password regularly (recommended every 3 months)