In Nexved CRM, several country-specific configuration options are available to tailor the system to your business needs. These settings help customize the CRM for various regions and can be applied as per your requirements. Here’s an overview of the configuration options:
1. Date Format and Time Format
You can easily modify the date and time format used throughout the CRM. To do so:
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Navigate to Setup -> Settings -> Localization.
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Adjust the date and time format according to your regional preferences.
2. Company Information Format
The format for your company’s information, including details for invoices and other documents, can be customized.
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Go to Setup -> Settings -> Company Information.
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Scroll to the bottom and make changes in the Company Information Format (PDF and HTML) text area. You can use the available merge fields to format the company’s information as required.
3. Thousand and Decimal Separator
To change the separator used for thousands and decimals in numerical values, follow these steps:
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Navigate to Setup -> Settings -> Finance.
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Adjust the separators as needed for your region.
For currency-specific configurations starting from version 2.3.2:
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Navigate to Setup -> Finance -> Currencies and set these options per currency.
4. Taxes per Item in Transactions (Invoice, Estimate, etc.)
If you prefer not to display taxes per item in documents such as invoices, you can disable this option:
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Go to Setup -> Settings -> Finance.
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Find the option Show TAX per item and set it to No.
Note: Even with this option disabled, taxes will still be added in the item section of the transaction, but they will not be shown per item in the PDF or HTML version of the invoice.
5. Customers Address Format
The customer address format can be customized to fit the regional requirements. To modify the format:
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Go to Setup -> Settings -> Customers.
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Scroll to the bottom and edit the Customer Information Format (PDF and HTML) text area using the available merge fields.
6. PDF Document Formats
For different regions that require specific document formats, Nexved CRM allows you to change the format of your PDF documents:
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Navigate to Setup -> Settings -> PDF -> Document Formats.
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You can choose from various options such as:
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A4 Portrait
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A4 Landscape
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Letter Portrait
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Letter Landscape
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7. Invoice, Estimate, Credit Note Number Format
The format for invoice, estimate, and credit note numbers can be adjusted. To change the invoice number format:
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Go to Setup -> Settings -> Finance -> Invoices.
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Find the Invoice Number Format setting and choose from the following formats:
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Number Based (000001)
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Year Based (YYYY/000001)
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000001-YY
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000001/MM/YYYY
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8. VAT Number Field in Customer Profile
For businesses operating in Europe, the VAT number is essential. However, if you do not do business in Europe, you can easily remove this field from the customer profile:
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Navigate to Setup -> Settings -> Customers.
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Set Company requires the usage of the VAT Number field to No if your business does not require it.
Summary of Steps for Configuration:
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Date & Time Format: Adjust in Setup -> Settings -> Localization.
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Company Info Format: Modify in Setup -> Settings -> Company Information.
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Number Separators: Set in Setup -> Settings -> Finance.
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Tax per Item: Configure in Setup -> Settings -> Finance.
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Address Format: Update in Setup -> Settings -> Customers.
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PDF Document Formats: Customize in Setup -> Settings -> PDF -> Document Formats.
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Invoice Number Format: Change in Setup -> Settings -> Finance -> Invoices.
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VAT Field in Customer Profile: Disable in Setup -> Settings -> Customers.
By applying these country-specific configurations, Nexved CRM can be adapted to suit the needs of different regions, ensuring compliance and ease of use for your business.