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How do I change core branch or company settings?

Open General Settings, confirm the active branch first, update the core business values carefully, save them, then test a dependent workflow such as billing or printing.

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Help Center › Categories › Settings, Security & Platform Control › Update General Settings
Answer

Open General Settings, confirm the active branch first, update the core business values carefully, save them, then test a dependent workflow such as billing or printing.

Before you start

  • Know which branch the setting change should affect.
  • List the exact values you are changing before you open the page.
  • Plan one quick workflow test after saving so you can catch side effects immediately.

Step-by-step guide

  1. Open General Settings and confirm the current branch or system scope.
  2. Update the required settings carefully and avoid changing unrelated fields at the same time.
  3. Save the changes and re-open the page if needed to confirm the values persisted.
  4. Test a dependent workflow such as POS, invoice output or printing right after the change.

How to confirm it worked

  • The saved settings match the values you intended to change.
  • The change appears under the correct branch or scope.
  • A real workflow test still behaves correctly after the update.

Common mistakes

  • Changing settings under the wrong branch.
  • Editing too many unrelated values in one pass.
  • Saving the setting without testing the workflow it affects.

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