Tulindo
All help articles

Help / Your business and staff

Settings

Change how Tulindo works for your whole business, one branch or one store, and switch modules on or off.

What this page is for

Settings holds the choices that shape how Tulindo behaves: your business name and receipt message, sign-in rules, till behaviour, approval limits, stock alerts, loyalty points and which modules are switched on.

Settings are split into tabs across the top: General, Selling & till, Stock, Payments, Messaging and Modules. The tab is part of the page address, so /settings/stock opens the Stock tab. Messaging shows only while messaging or an SMS add-on is on.

Inside a tab, settings are grouped under headings such as Business identity, Selling and the till or Pricing. Each row shows the setting's name, a sentence on what it does, its current value, and where that value comes from:

  • Default: nobody has changed it.
  • Set here: changed at the level you are looking at.
  • From Business (or From Branch): inherited from the level above.

A row you cannot change says why, such as Set by your plan or Your roles cannot change this.

Everyone whose role can view settings sees this page. Changing a setting needs a role that can manage settings.

The Currencies & rates button at the top right opens the currencies your business accepts.

How to…

How to choose the level you are changing

Use Showing settings for under the tabs. Messaging and Modules are for the whole business only, so they do not offer it.

  • Business: values apply to every branch and store unless one sets its own.
  • Branch: choose the branch; values apply to that branch and its stores, overriding the business-wide value.
  • Store: choose the store; values apply to that store only.

Some settings can be set only for the whole business, and their rows say so at branch or store level.

How to change a setting

  1. Choose the level.
  2. Change the value in its row: a tick box for on and off, a box for a number or text, a list for a choice.
  3. Save and Discard appear as soon as you change something. Press Save to keep it, or Discard to undo it.

A row whose value was set at the level you are looking at offers a way back: Clear override at branch or store level makes it follow the level above again, and Reset to default at business level returns it to Tulindo's default.

How to switch a module on or off

Only the business owner can do this. Everyone else sees the Modules tab without switches, and a line saying only the owner can change modules.

  1. Open the Modules tab. Modules are grouped: Selling, Restaurant, Stock and buying, Payments, Customers, Reports, Messaging and Other.
  2. Each row names the module, says in one line what it does, and says where it comes from: Included in your plan, Bought add-on, Granted by Tulindo, Free or Not bought.
  3. Use the switch. Switching on saves at once. Switching off asks first.

What switching off does. The module's screens and menus disappear for everyone straight away. Its history stays in reports. Work already open can still be finished: an open bill keeps the modifiers already chosen and can be paid, an open purchase order can still be closed or cancelled, and a kitchen ticket already sent can still be bumped. Switching off never cancels or refunds a bought add-on, and billing does not change.

A Not bought module has no switch. It names the way up instead: the add-on that adds it, with its monthly price, and the plan that includes it — for example Add Loyalty for KES 500 a month and Business includes this. Where no add-on sells it, See add-ons opens the add-ons you can buy. Without access to billing, ask the owner.

Worked examples

Restaurant and bar

The Acacia Grill & Bar adds a 10% service charge. The manager creates a Service charge item of kind Charge (New item), then here, at Business level under Selling and the till, sets Service charge to 10 and Service charge item to that item's code, and saves each row. On the Modules tab, the owner checks that Restaurant service and Kitchen display are on.

Butchery that also roasts meat

Mama Njeri's Butchery has a shop and a grill as two stores. On the Stock tab, at Business level, Stocktake every is 7 days. For the grill store only, she chooses Store, picks Grill, and sets it to 1, so the meat at the grill is counted daily.

The shop counter has a scale on its till, so she wants every kilo of meat weighed, never guessed. On the Selling & till tab she chooses Store, picks Shop, unticks Type weights by hand and saves. At the shop till, an item sold by weight now takes its weight from the scale or a weight label only; the grill till can still type one in. A waiter taking an order in the shop adds the meat without a weight: it shows Awaiting weight until the cashier weighs it on the shop till's scale, and the bill cannot be printed or paid before then. Had the shop had no scale, the row would say This store has no scale, so typed weights stay allowed., and weights would still be typed there.

Supermarket

Tumaini Supermarket wants every discount over KES 500 (Kenyan shillings) approved. At Business level under Selling and the till, the manager sets Discount limit to 500. Its Nakuru branch, which has a supervisor on every shift, keeps the same value by inheriting it: the row there reads From Business.

Salon or car wash

Sparkle Car Wash & Salon wants its customers to earn points. On the Modules tab the owner switches on Loyalty, then on the Selling & till tab, under Customers and loyalty, the manager sets Points earned per unit of currency to 0.01 (one point for every KES 100) and Value of one point to 1.