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ConfigurationApp PreferencesOverview

App Preferences

App Preferences are the module-level settings that control how SevenLedger behaves before users start creating day-to-day transactions. This is where you define defaults, enable optional features, add reusable master data, and configure document-specific settings that apply across the app.

These settings are especially important because users often search for them by the field name rather than by the module name. For example, someone may be looking for:

  • soft credit limit
  • default invoice terms and conditions
  • shipping charge account
  • transaction charge account
  • multiple units
  • Google Tag ID
  • Meta Pixel ID
  • cash over account

What You Can Configure

  • Inventory: stock behavior, multiple units, multiple warehouses, HSN code, item categories, units, attributes, and inventory custom fields
  • Financials: taxes, payment terms, payment modes, reminders, shipping and transaction charges, document defaults, customer credit behavior, and accounting custom fields
  • Manufacturing: custom fields for BOMs and production orders
  • Ecommerce: online store domain settings and analytics integrations
  • POS: store setup, cashier assignment, over/short reconciliation accounts, and payment-to-account mapping

How to Use These Pages

Each page in this section explains:

  • where the setting appears in the product,
  • what each field or toggle does,
  • when to enable or avoid it,
  • and what part of the workflow it affects afterward.

Use these guides when you are setting up a new organization, standardizing behavior across teams, or troubleshooting why documents behave a certain way.

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