Settings

Settings is where you maintain the reference data the rest of Vinosoft draws on. The lists you build here — VAT rates, currencies, countries, delivery times, shipping methods, payment terms — appear in the dropdowns you use every day when you create articles, invoices and orders. A few of the screens are single settings forms rather than lists (Finance, Layout, Report).

Open it from Configuration → Settings, then pick the sub-section you need from the tabs. Each list works the same way: Create adds a new entry, the pencil icon edits one, and the cross icon deletes it. Set these up once and keep them tidy, and the rest of your work stays consistent.

VAT info

VAT info holds the VAT (tax) rates your documents can apply. Each rate is reused across Vinosoft — you pick one when you set a shipping price, define a payment term, or price an article, and the Tax codes and rates screen in Finance uses the same codes to post the tax to the right accounts.

These rates are the tax codes shared with Finance, so the fields (rate, net rate, quota, digit, type and the accounts each one books against) are described in full on the Tax codes and rates page. Add or edit a rate there, and it becomes available everywhere VAT is selected.

Delivery time

Delivery time is a simple list of the delivery-time labels you can attach to articles and orders — for example "in stock", "3–5 days" or "on request". Each entry has just a Name.

Click Create to add a label, or the pencil icon to rename one. Deleting a label removes it from the selection lists; entries already using it keep the value they were saved with.

Currency

Currency lists the currencies you trade in. Each entry has a Name and a Code (the three-letter ISO code such as CHF, EUR or USD). The currencies here feed the currency dropdowns on invoices, price lists and bank accounts.

To add one, click Create, enter the name and code, and save. Use the pencil icon to edit an existing currency.

Terms of payment

Terms of payment define your payment conditions — how many days a customer or supplier has to pay. Each entry shows its Type (Payable or Receivable), Name, sort Order and Number of days, and links to a VAT rate from #Vat Info.

Use Create receivable terms for the conditions you give customers and Create payable terms for the ones your suppliers give you. The same screen also holds your warning levels (the dunning stages) — for each level you switch it on, set the number of days after which it triggers, and enter any overdue fine. Save the warning levels with their own Save button.

Country

Country lists the countries you use on addresses, price lists and shipping. Each entry has a Code, a Name, an Active and a Hidden flag, and a sort Order. Turn Active on for countries you actually use; turn Hidden on to keep a country out of everyday dropdowns without deleting it. Use the search box to find a country quickly.

Click Create to add a country, or the pencil icon to edit its flags and order.

Shipping method

Shipping method lists the ways you ship goods (for example pickup, post or courier). Each method has a Name and a sort Order, and — if you use the shop — a publish setting that controls whether it is offered online. Opening a method lets you set its shipping prices, each tied to a VAT rate from #Vat Info.

Click Create to add a method, then open it to configure its prices. If a logistics carrier integration is available for your account, this screen also lets you switch it on and enter its connection details (base address, user and password).

Finance

Finance is a settings form (not a list) that ties your bookkeeping together. From here you can:

• Maintain your bank finance accounts (currency, name, IBAN).
• Set the default VAT accounts — the sales-tax and pre-tax codes used when nothing more specific applies.
• Manage booking periods — see each period's VAT charge type and billing type, edit it, and close or carry a period forward.
• Set the business period date range.
• Map the collective accounts (debtors and creditors), bank accounts and invoice payment types to the finance accounts they post to.

For the tax codes these settings reference, see Tax codes and rates; for the accounts themselves, see the Finance area's account data.

Layout

Layout controls how your printed and emailed documents look. It is a single settings form covering:

• Logos — upload the logo used on documents, either one default set or a separate logo per country.
• Address and page options — where the address block sits (left or right), first-name/last-name order, return address, when to show the country, and page padding.
• Price display — whether prices print net, gross, or net for companies and gross for private customers, plus the font and number-grouping style.
• Article details — which fields appear on documents (manufacturer, size, country, area, SKU or lot number, and for wine, year and alcohol volume).
• Per-document toggles — what to show on delivery notes, packing slips, invoices and order confirmations, plus your delivery-note statuses.

Pick the language at the top to edit language-specific text such as the newsletter unsubscribe label, then Save.

Report

Report lets you customise the wording that appears on your printed documents and reports. The labels are grouped by document type; you edit each one for the language you select at the top of the screen, then Save.

Use this when you want a document heading or field label to read differently from the Vinosoft default — for example to match your own house style. Because the text is per language, switch languages and repeat for each one you print in.

Area

Area lists your sales areas or regions, each with a Name and a Country. Areas are used to group addresses and price lists so you can organise customers by region. Use the search box to find one, Create to add a new area, and the pencil icon to edit it.

Related: Configuration. See also Tax codes and rates for the VAT rates behind VAT info and Finance, and General configuration for the company-wide settings that sit alongside these lists.