Shop settings is the central setup screen for the entire Financial module. Here you define the basic defaults and parameters that are used automatically across sales orders, invoices, quotes, EAN import, time tracking, shipment labels, e-mail sending and much more. Changes here take effect throughout the shop — read the descriptions carefully before changing existing values.
The screen is divided into two columns. In the left column you find the main panel with the five basic product references and types, and below it the panels Task assignment settings and General tasks. In the right column you find Task type setup and Purchase setup. A large part of the advanced setting categories (Sales Order, Invoice, Purchase Order, EAN, Gift Card, ePay, etc.) are accessed via AppBuilder through the Settings icon in Financial — they are not directly on this Angular screen, but are part of the overall Shop settings configuration.
Note: all setting names are shown in English in the UI. In this article the English name is given in parentheses after the Danish term, so you can easily find the correct field.
Open Financial and click Settings in the menu. You land directly on Shop settings.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
Shop settings are organized into the following main areas:
Main panel (Angular screen) contains the direct fields that are saved with the Apply changes button.
Task assignment settings is a list of users with individual time tracking parameters.
General tasks is a list of fixed tasks that are automatically linked to the shop.
Task type setup specifies which task types are related to each other.
Purchase setup defines up to three fixed surcharge or discount lines that can be added to purchases.
AppBuilder setting categories are accessed via the Settings icon and cover: Sales Order, Invoice, Purchase Order, Purchase Delivery, Purchase Invoice, EAN Invoice, Gift Card, Loyalty Points, Outgoing Payments, Payment Links, Shipment Labels, Communication, Subscriptions, Tasks and My Day, Time Tracking, Reports and ePay.
The direct fields here are saved together with the Apply changes button. The Cancel button is not available for this panel.
Text Product Id: A product lookup (autocomplete). The selected product is automatically inserted as a text line on sales orders and invoices when a plain text line without an actual product is added. Set a suitable service or helper product here.
Worklog Product Id: A product lookup. The selected product is used by default when creating time tracking/worklog lines on sales orders. Can be overridden per user under Task assignment settings.
Unknown Product Id: A product lookup. Used in import scenarios — e.g. YAMAHA import — where an incoming product cannot be matched to an existing product in the assortment. The unknown product is inserted as a substitute, so the import does not fail.
Default Task Type Id: A dropdown of the task types created in the system. The selected type is preselected automatically when a new sales order task is created. Can be overridden manually at creation.
Incoming: Empty lines product id: A product lookup. When importing incoming EAN invoices, empty lines in the EAN file will be represented by this product, so the invoice can be processed without errors.
Auto save: Checkbox. When enabled, changes are saved automatically instead of requiring a manual save action.
Force select debtor/creditor category: Checkbox. Requires the user to select a category when a debtor or creditor is created or edited.
Contact person role (override): Text field. Used to override the default role for contact persons linked to financial entities.
Warn on discard: Checkbox. Shows a warning if the user tries to discard unsaved changes.
Expect phone number on customer creation: Checkbox. Makes phone number a required field when a new customer is created.
Support purchasing back with used VAT from customer organizations with CVR: Checkbox. Enables the buy-back flow with used-VAT handling for customers linked to an organization with a CVR number.
Disallow selling not available instance in other OU: Checkbox. Prevents a product from being sold if it is not available in the selected organizational unit.
Is YAMAHA integration supported: Checkbox (admin only). Enables YAMAHA import integration. Can only be changed by administrators.
Discount selection strategy: Dropdown. Determines which discount is selected if several discounts apply. Options: Best for customer, Best for shop, Ordered.
Support dispatches: Checkbox. Enables the dispatch module in Financial.
Show sold instances in sales entities lookup: Checkbox. Includes already sold product instances in the product lookups used on sales orders and invoices.
Show availability filter in sales entities lookup (only show products on stock): Checkbox. Adds a filter in the product lookup that allows showing only products that are in stock.
Prompt for location on purchase: Checkbox. Shows a dialog for selecting a stock location when goods are received via purchase.
Store financial addresses: Checkbox. Saves address details from financial documents for future use.
Is purchasing product instance with used vat supported: Checkbox. Enables the option to purchase product instances with used-VAT calculation.
Is returning product instance supported: Checkbox. Enables the return flow for product instances.
This panel shows a list of users with individual time tracking parameters. Columns in the list: User, Worklog product, Default start time, Default end time, Default minutes per day and Remind about unapproved time tracking.
Add new user setting (plus icon): Opens the dialog for creating a new Task assignment setting.
Edit selected (pencil icon): Opens the dialog for the selected setting. Can also be triggered by double-clicking the row.
Move up / Move down: Changes the order in the list. The buttons are only active when the selected row can be moved in the relevant direction.
Delete selected (cross icon): Deletes the selected setting. Only active when a row is selected.
Show work schedule/calendar (calendar icon): Opens a calendar view with the work schedule for the selected user. Only active when a user is selected.
Save changes: Only shown when changes have been made to the list. Saves all pending changes.
Reset changes: Only shown when there are pending changes. Undoes all unsaved changes.
User: Autocomplete lookup of the system's users. Required field — a setting is linked to exactly one user.
Worklog product: Autocomplete product lookup. Overrides the global Worklog product for this specific user during time tracking.
Overtime product: Autocomplete product lookup. Used as the product for overtime hours in worklog lines for this user.
Default start time: Time picker (weekdays). The user's normal start time for a working day.
Default end time: Time picker (weekdays). The user's normal end time for a working day.
Default start time on Saturday: Time picker. The user's normal start time on Saturdays.
Default end time on Saturday: Time picker. The user's normal end time on Saturdays.
Default start time on Sunday: Time picker. The user's normal start time on Sundays.
Default end time on Sunday: Time picker. The user's normal end time on Sundays.
Default minutes per day: Numeric input. Specifies the expected number of working minutes per day for this user — used in validation and reporting of time tracking.
Remind about unapproved time tracking: Checkbox. When this is checked, the user receives a reminder if there are time tracking entries that have not yet been approved.
This panel shows a list of general tasks that are linked to the shop by default. The list shows one column: Task.
Add task (plus icon): Opens a dialog for searching and selecting a task to link.
Move up / Move down: Changes the order of the task list.
Delete selected (cross icon): Removes the selected task from the list.
Save changes: Only shown when there are pending changes.
Reset changes: Undoes unsaved changes.
This panel in the right column shows a list of task types and the task types related to them. Columns: Task type and Related task type. The setup is used to control which task types can be shown or selected in connection with each other.
Add new setup (plus icon): Opens a dialog where you select a task type and link related types to it.
Edit selected (pencil icon): Opens the dialog for the selected setup. Only active when a row is selected.
Delete selected (cross icon): Deletes the selected setup. Only active when a row is selected.
In the dialog you can add and remove related task types via plus and cross buttons.
This panel defines up to three fixed surcharge or discount lines that can be linked to purchases. Changes are saved with the Apply changes button (only visible when there are changes), and can be undone with Cancel.
Each of the three lines has the following fields:
On/off: Checkbox. Enables or disables this surcharge/discount. The other fields on the line are read-only when the line is turned off.
Heading: Text field. The name of the surcharge or discount — shown on purchase documents.
Is discount: Checkbox. Check this if the line is a discount (negative adjustment). If the field is not checked, it is treated as a surcharge.
VAT: Checkbox. Specifies whether the surcharge/discount is subject to VAT.
These categories are accessed via the Settings icon in Financial and not via this Angular screen directly. They control behavior in the corresponding document screens and are divided per functional area.
Controls which fields and functions are visible and active on the sales order form.
Simple Invoice Flow: Checkbox. Enables a simplified invoice flow on sales orders that skips intermediate steps.
Worklog Product Id: Product reference. The product used by default when time tracking is linked to a sales order.
Allow modifying sales order in progress state: Checkbox. Allows a sales order to be changed even if it is set to in progress.
Default Task Type Id: Task type reference. The type preselected when a new sales order task is created.
Show state column in items grid: Checkbox. Shows an extra column with line state in the sales order lines.
Show action codes: Checkbox. Shows the action codes field on sales order lines.
Automatically make in progress on save: Checkbox. Changes the sales order's status to In progress automatically when it is saved for the first time.
Show Account: Checkbox. Shows the account field on sales order lines.
Round logged time to nearest XX minutes at adding to sales order: Numeric value. Specifies the interval in minutes that logged time is rounded to before it is added as a line on a sales order.
Support description field: Checkbox. Enables a free-text description field on the sales order.
Ask about operator at invoicing: Checkbox. Shows a dialog for selecting an operator when the sales order is invoiced.
Show organizational unit selection: Checkbox. Shows the option to select an organizational unit on the sales order.
Use previous item stock location mode: Dropdown. Controls whether the system reuses the stock location from the previous line. Options: Never, Always, When conditions met.
Show parent sales order selection: Checkbox. Allows linking a sales order to a parent sales order.
Complete days before Promised completion date: Numeric value. Number of days before the promised completion date when the sales order is marked as being ready for completion.
Deadline days before Promised completion date: Numeric value. Number of days before the promised date that is used as an internal deadline.
Use stock location behaviour if out of stock: Dropdown. Determines the behavior when selecting a stock location if the item is out of stock. Options depend on configuration.
Support purchase back flow: Checkbox. Enables the option to buy back goods via a sales order.
Support 'abort' action: Checkbox. Enables the button to abort an in-progress sales order.
Support 'mark completed' action: Checkbox. Enables the button to manually mark a sales order as completed.
Auto fill invoice date: Checkbox. Automatically fills in the invoice date when a sales order is invoiced.
Show operator selection at creation: Checkbox. Shows an operator selector when a new sales order is created.
Force operator selection at creation (if shown): Checkbox. Makes the operator selection mandatory at creation if the operator display is active.
Support invoicing: Checkbox. Enables the invoicing flow directly from the sales order.
Reserve stock in collect OU (if selected): Checkbox. Reserves stock in the unit selected as the collection point.
Include Product instance related reports on export: Checkbox. Includes reports linked to specific product instances when the sales order is exported.
Support signature feature: Checkbox (admin only). Enables the signature invitation feature for sales orders. Can only be changed by administrators.
Subcategory under Sales Order. Contains templates and settings for signature invitations sent from sales orders.
Signature invitation SMS text: Memo field. The text content of the SMS sent to the customer with a link to the signature. Supports placeholders such as {Url}.
Signature invitation email subject: Text field. The subject line of the invitation e-mail. Supports placeholders such as {SalesOrderIdentifier}.
Signature invitation email body: Memo field. The body text of the invitation e-mail. Supports placeholders such as {CustomerFullName}, {Url}.
Signature link expiration (days): Numeric value. Number of days the signature link is valid before it expires.
Auto-approve on expiry: Checkbox. When enabled, the signature is automatically approved if the link expires without the customer having signed.
Confirmation email subject: Text field. The subject line of the e-mail sent to the customer after the signature is received.
Confirmation email body: Memo field. The body text of the confirmation e-mail.
Receipt of signature email subject: Text field. The subject line of the receipt e-mail sent as documentation for the signature.
Receipt of signature email body: Memo field. The body text of the receipt e-mail.
Controls booking and display on sales invoices.
Due Payment Days: Numeric value. Default number of days from invoice date to due date, which is set automatically on new invoices.
Show Account: Checkbox. Shows the account field on invoice lines.
Show action codes: Checkbox. Shows the action codes field on invoice lines.
Show export popup after booking: Checkbox. Opens an export dialog automatically, immediately after an invoice is booked.
Auto close invoice after booking: Checkbox. Closes the invoice screen automatically when booking is completed.
Show profit by default: Checkbox. Shows the profit column by default in the invoice line view.
Is product instance required: Checkbox. Makes it mandatory to specify a product instance on invoice lines.
Credit note appendix mode: Dropdown. Controls the behavior for appendices when creating credit notes.
Payment identifier mode: Dropdown. Determines how the payment identifier is calculated on invoices.
Payment date calculation mode: Dropdown. Selects the calculation method for the invoice's due date.
Use previous item stock location mode: Dropdown. Reuse of stock location from the previous invoice line. Options: Never, Always, When conditions met.
Auto fill invoice date: Checkbox. Fills in the invoice's date automatically when the invoice is opened.
Auto fill invoice date at booking: Checkbox. Sets today's date automatically as the invoice date at the time of booking if the field is empty.
Wait for booking completion: Checkbox. Keeps the UI blocked until booking is completed, before the user can continue.
Use stock location behaviour if out of stock: Dropdown. Determines the behavior when selecting a stock location if the item is out of stock.
Support purchase back flow: Checkbox. Enables the option to buy back goods from an invoice.
Skip locations repair on re-booking: Checkbox. Skips recalculating stock locations when an invoice is re-booked.
Include Product instance related reports on export: Checkbox. Attaches reports linked to product instances when exporting the invoice.
Credit note invoice date behavior: Dropdown. Determines which date is used on credit notes — e.g. the original invoice date or today's date.
Contains a key setting for controlling automatic status changes on purchase orders.
Automatically make ordered on save: Checkbox. Changes a new purchase order's status to Ordered automatically when it is saved for the first time.
Contains the setting for automatic stock addition when saving deliveries.
Auto add to stock on save: Checkbox. Automatically adds the received goods to stock when a delivery record is saved.
Controls the handling of incoming supplier invoices.
Show Account: Checkbox. Shows the account field on supplier invoice lines.
Skip processing invoice before booking: Checkbox. Allows a supplier invoice to be booked directly without going through the processed status.
Create new invoice after booking: Checkbox. Automatically creates a new empty supplier invoice immediately after the current one is booked.
Auto update std. cost price on product: Checkbox. Automatically updates the product's standard cost price based on the amounts registered on the supplier invoice.
Is supplier invoicenumber required: Checkbox. Requires the supplier's invoice number to be filled in before the invoice can be booked.
Update product on purchase invoices changes: Checkbox. Automatically updates product master data when changes are made on the supplier invoice.
Allow invoice date in future: Checkbox. Allows a supplier invoice to have an invoice date in the future.
Skip booking stock: Checkbox. Books the invoice without updating the stock quantity.
Prevent manual adding to stock: Checkbox. Prevents the user from manually adding goods to stock from the supplier invoice.
Prevent delivery date changing: Checkbox. Locks the delivery date field so it cannot be changed manually.
Add to stock at processing: Checkbox. Adds the goods to stock already at processing, instead of at final booking.
Credit note appendix mode: Dropdown. Controls the behavior for appendices when creating credit notes on supplier invoices.
Payment date calculation mode: Dropdown. Selects the calculation method for the supplier invoice's due date.
Book without attachment(s): Dropdown. Determines the behavior if the invoice is booked without attached documents. Options: Allow, Disallow, Show Warning.
Rounding threshold (in cent): Numeric value. Maximum allowed rounding difference in cents before the system warns or fails.
Configures EAN integration with outgoing and incoming FTP folders.
Outgoing: FTP folder path: Text field. Path to the FTP folder to which outgoing EAN invoices are uploaded.
Outgoing: User Name: Text field. User name for the FTP connection for outgoing EAN invoices.
Outgoing: Password: Text field. Password for the FTP connection for outgoing EAN invoices.
Outgoing: Send EAN invoice automatically: Checkbox. Automatically sends the EAN invoice via FTP when it is ready.
Incoming: FTP folder path: Text field. Path to the FTP folder from which incoming EAN invoices are retrieved.
Incoming: User Name: Text field. User name for the FTP connection for incoming EAN invoices.
Incoming: Password: Text field. Password for the FTP connection for incoming EAN invoices.
Incoming: Use phone number as identifier for new supplier: Checkbox. Identifies the supplier by phone number rather than EAN number when new suppliers are created during import.
Incoming: Empty lines product id: Product reference. The product used as a substitute for empty lines in imported incoming EAN invoices.
Controls the creation and handling of gift cards.
Create new Gift Card on sale: Checkbox. Automatically creates a new gift card when a gift card product is sold.
Create Gift Cards only in Cash Register: Checkbox. Restricts the creation of gift cards to cash register operations — gift cards cannot be created from the Financial screen.
Generate Gift Card Web codes: Checkbox. Automatically generates unique web codes for gift cards at creation.
Defines the conversion rates for loyalty points.
Default money amount to points earned conversion rate: Numeric value. Specifies how many kroner (or other currency unit) must be spent to earn one loyalty point. Used at the cash register and on sales orders.
Points to money amount conversion rate: Numeric value. Specifies how many loyalty points correspond to one krone of discount at redemption.
Settings for generating outgoing bank payment files.
Generate CSV file immediately: Checkbox. Generates the payment file in CSV format instantly when the outgoing payment is created.
Group export lines: Checkbox. Combines payment lines to the same recipient into one line in the export file.
Configures integration for payment links sent from invoices.
Tenant base url (like https://mycustomer.cloudretailsystems.dk/): Text field. The base URL of the tenant used when payment links are generated. Must match the customer's production URL.
Merchant number in E-Pay payment system: Text field. The merchant number linked to the ePay account and used in payment links.
All configuration for integration with Shipmondo shipment labels.
Shipmondo API user: Text field. User name for Shipmondo API access.
Shipmondo API key: Text field. The API key for authentication against Shipmondo.
Shipmondo API Gateway URL: Text field. URL of the gateway endpoint that forwards calls to Shipmondo.
Shipmondo sender company name: Text field. The company name shown as the sender on labels.
Shipmondo sender address: Text field. Street name and house number for the sender address on labels.
Shipmondo sender postal code: Text field. Postal code for the sender address.
Shipmondo sender city: Text field. City name for the sender address.
Shipmondo sender country code (DK for Denmark): Text field. Two-letter ISO country code for the sender country, e.g. DK.
Shipmondo sender email: Text field. E-mail address registered as the sender contact at Shipmondo.
Shipmondo sender mobile: Text field. Mobile number registered as the sender contact.
Use Shipmondo in test mode: Checkbox. Enables test mode, so shipments are created without generating real labels or settlements.
Value of own_agreement to send to Shipmondo: Checkbox. Sends the own_agreement parameter to Shipmondo, which activates the customer's own freight agreements.
Physical printer system name: Text field. The system name of the physical printer used for direct printing of shipment labels.
Contains basic settings for communication with customers on financial documents.
Preferred Communication: Dropdown. Specifies the communication channel preferred when contacting customers linked to sales orders and invoices.
Default Phone Type: Dropdown. Specifies which type of phone number is used by default when calling or sending SMS from financial documents.
Two admin settings that enable or disable subscription and rental contract functionality globally.
Support subscriptions: Checkbox (admin only). Enables the subscription feature in Financial. Can only be changed by administrators.
Support rental contracts: Checkbox (admin only). Enables the rental contract feature in Financial. Can only be changed by administrators.
Contains settings for tasks and the My Day approval flow.
Remind to request My Day approval at startup: Checkbox. Shows a reminder dialog at login if there is a My Day approval pending.
Contains settings for the automatic behavior of time tracking.
Stop pending trackers at night automatically: Checkbox. Automatically stops all active time tracking entries at midnight, so no hours run overnight unintentionally.
Configures the sender name and e-mail addresses used when automatically sending invoices, sales orders and quotes by e-mail.
Use creators email as sender: Checkbox. Uses the logged-in user's e-mail address as the sender on outgoing documents.
General Sender Email: Text field. The e-mail address used as the default sender when no document-specific sender is configured.
General Sender Display Name: Text field. The name shown as the sender in the e-mail client when the general sender e-mail is used.
Invoice Sender Email: Text field. The e-mail address used as the sender when invoices are sent by e-mail.
Invoice Sender Display Name: Text field. The display name shown as the sender on invoice e-mails.
Sales Order Quote Sender Email: Text field. Sender e-mail address specifically for quote reports sent from Financial.
Sales Order Quote Sender Display Name: Text field. Display name shown as the sender on quote e-mails.
Sales Order Sender Email: Text field. Sender e-mail address for sales order reports sent by e-mail.
Sales Order Sender Display Name: Text field. Display name shown as the sender on sales order e-mails.
BCC Recipient: Text field. E-mail address that always receives a copy (BCC) of outgoing documents.
Invoice Report Subject Template: Text field. Template for the subject line on invoice e-mails. Supports placeholders such as {Identifier}, {Customer.FullName}, {Operator.OperatorName}.
Invoice Report Body Template: Memo field. Template for the body text on invoice e-mails. Supports the same placeholders as the subject.
Sales Order Report Subject Template: Text field. Template for the subject line on sales order e-mails.
Sales Order Report Body Template: Memo field. Template for the body text on sales order e-mails. Supports placeholders.
Quote Report Subject Template: Text field. Template for the subject line on quote e-mails. Supports placeholders.
Quote Report Body Template: Memo field. Template for the body text on quote e-mails.
Printer Name: Text field. The system name of the printer used for printing reports directly from Financial.
Contains credentials for the ePay payment integration.
EPay Member Number: Numeric value. The member number that identifies the shop at ePay. Required for payment links via ePay to work.
EPay Password: Text field. Password for the ePay account.
EPay Md5 Key: Text field. The MD5 signature key used to validate transactions from ePay.
The settings in Shop settings are actively used across all of Financial:
Text Product Id is automatically inserted as a text line on sales orders and invoices when the user adds a line without a product.
Worklog Product Id is used as the default product when registering working time on sales order lines. Per-user override is done via Task assignment settings.
Unknown Product Id is used in import scenarios — e.g. YAMAHA import — where an incoming product cannot be recognized.
Default Task Type Id is preselected automatically when a new sales order task is created.
Incoming: Empty lines product id is used when processing incoming EAN invoices: empty lines in the EAN file are replaced by this product, so the import can be completed without errors.
AppBuilder settings under Sales Order directly control which fields, buttons and automations are shown and function on the sales order form — including action codes, account, in-progress logic and the signature feature.
AppBuilder settings under Invoice control booking functions, invoice date handling, credit note behavior and whether the export popup is shown after booking.
Gift Card settings determine when and how gift cards are created at the cash register and in the web shop.
Loyalty Points settings are used for point earning and redemption at the cash register and on sales orders.
Shipment Labels settings are activated when the user generates a shipment label directly from a sales order or invoice.
ePay and Payment Links settings are used when creating and sending payment links from invoices.
EAN Invoice settings are used when sending outgoing EAN invoices and when receiving and importing incoming EAN invoices.
Reports settings (sender e-mails and templates) are used automatically when the system sends invoices, sales orders and quotes by e-mail.
Subscriptions settings enable or disable subscription and rental contract functionality globally.
Time Tracking and Tasks settings control, among other things, the nightly stopper automation and My Day warnings.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Web shop settings
Overview of the settings for Sapera's web shop integration and how to access them.
Web shop categories
Create and manage categories in your web shop, and link them with inventory categories and products from Sapera.
