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Category - Configuration

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How to configure my account in Jewely HBJO
Introducing My Account The My Account section in Jewely HBJO allows you to manage the personal information of the logged-in administrator as well as the application's general preferences. Access it via the menu in the upper right corner of the interface by clicking on your initials. Account Information In this section, you can modify: Name and...
How to manage collaborators in Jewely HBJO
Introducing your team: The Team Members section of Jewely HBJO allows you to manage all users of your jewelry ERP: account creation, role assignment, and access management per point of sale. Adding a team member: Go to My Account > Team Members. Click the + Add a team member button. Enter the information...
How to configure points of sale in Jewely HBJO
Point of Sale Overview In Jewely HBJO, a point of sale represents a physical store or shop. Each point of sale has its own inventory, staff, and point-of-sale settings. Multi-store management is built into the Jewely Retail jewelry ERP. Create a new point of sale...
How to configure roles and permissions in Jewely HBJO
Roles and Permissions Overview: Role/Permission management in Jewely HBJO allows you to precisely control what each employee can see and do within the jewelry ERP system. A role is a set of access rights assigned to one or more employees. Predefined Roles: Jewely HBJO offers predefined roles tailored to different business functions...
How to configure email management in Jewely HBJO
Introduction to Email Management The Email Management section of Jewely HBJO allows you to configure the automated emails sent by your jewelry ERP: order confirmations, quotes, after-sales service notifications, and customer communications. You can customize email templates and sending settings. Configuring the outgoing mail server (SMTP) Access My Account...
How to manage modules in Jewely HBJO
Introduction to Module Management: Jewely HBJO's Module Management allows you to activate or deactivate various features of your jewelry ERP system as needed. Each module corresponds to a set of business functionalities that you can enable or hide depending on your activity. Modules available in Jewely HBJO: Here are the main modules...
How to set up a payment method
Introduction Jewely Retail allows you to configure the different accepted payment methods: cash, credit card, check, bank transfer, gift certificate, etc. Accessing settings Access the Jewely Retail Configuration. Click on Payment Methods. Adding or modifying a payment method Click on Add a payment method or select an existing one....
How to use the activity log in Jewely HBJO
Introduction to the Activity Log: The Jewely HBJO Activity Log records all actions performed by employees within the jewelry ERP system: sales, stock adjustments, configuration changes, logins, etc. It is an essential tool for traceability, internal control, and security in your jewelry store. Access the Activity Log: Click on your initials...
Introducing the Jewely Retail Configuration module
The Jewely Retail Configuration module allows you to customize the entire ERP system to suit your jewelry store's specific needs: points of sale, users, payment methods, taxes, sales types, and much more. Jewely Retail's multi-store management is designed for jewelry store chains. Manage multiple points of sale from a single interface, with...
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