Organisation Settings

Configure your company identity, registration details, GST numbers, fiscal year, base currency, valuation method, and default tax rates. These settings appear on printed reports and invoices.

Module: Settings · 6 steps · all roles (view) · admin (edit)

Company Identity
1 Open Company Profile

Navigate to Settings → Company Profile or go directly to /settings/company. The form shows your organisation’s current configuration.

Company Profile form showing company name, registration number, GST, PAN, and contact fields
2 Fill Identity Fields
FieldDescription
Company NameLegal name shown on reports, invoices, and printed documents.
Registration NoBusiness registration or CIN number.
GST NoGSTIN for tax compliance.
PAN NoPermanent Account Number for income tax.
PhonePrimary contact phone number.
EmailCompany email for correspondence.
WebsiteCompany website URL.
AddressFull registered address with city, state, country, and ZIP code.
The company name and address appear in the header of all CAMO reports and printed documents. Keep these accurate and up to date.
Financial Settings
3 Fiscal Year & Currency
FieldDescription
Fiscal Year StartMonth when your financial year begins (e.g. April for Indian fiscal year).
Base CurrencyDefault currency for pricing, POs, and invoices (e.g. INR).
Financial settings section with fiscal year start, base currency, GST rate, and valuation method
4 GST & Valuation
FieldDescription
Default GST RateStandard GST percentage applied to new transactions (e.g. 18%).
Valuation MethodInventory costing method — FIFO (first in, first out) or Weighted Average.
Changing the valuation method affects how stock values are calculated across all stores. Consult your finance team before switching methods on a live system.
Save & Related
5 Save Changes

Click Save at the bottom of the form to persist changes. A success toast confirms the update. All changes are recorded in the Audit Log.

6 Text Series & Audit Log

Two additional settings pages complement the Company Profile:

PageRoutePurpose
Text Series/settings/text-seriesConfigure auto-numbering prefixes and formats for POs, invoices, GRNs, work orders, etc.
Audit Log/settings/audit-logView a chronological log of all create, update, and delete actions across the system.
Text Series settings table with prefix, suffix, padding, and active status for each document type
The Text Series page lets you control how document numbers are generated. For example, set the PO prefix to PO- with 5-digit padding to get numbers like PO-00001.