Skip to main content
The Configuration module is where you set the rules, defaults, and structure that shape how Kuvera Arc works across your business. Use it to define company details, taxes, inventory behavior, branches, warehouses, invoice templates, user access, and reusable document terms.
Configuration settings can affect documents, transactions, inventory behavior, reporting, and user access across Kuvera Arc. Review each section carefully during setup.

​
What you can configure

The Configuration module gives centralized control over core system behavior.

Configuration module overview

Company identity

Set your company name, logo, VAT number, PAN, contact details, and legal information.

Tax and payments

Define tax rules, payment terms, and accepted payment methods.

Previous data import

Bulk-import existing products, customers, suppliers, banks, units, categories, attributes, stock, and balances.

Inventory rules

Initialize opening stock and configure inventory validation rules.

Branches and warehouses

Create and manage business branches and warehouse locations.

Document templates

Choose printable templates for invoices, orders, bills, credit notes, and debit notes.

Roles and permissions

Control user access with roles, module permissions, and branch assignments.

Terms and conditions

Create reusable terms for sales and purchase documents.

​
Access Configuration

Configuration in the left sidebar

1

Open the left navigation panel

Go to the left navigation panel in Kuvera Arc.
2

Select Configuration

Click Configuration to open the configuration workspace.
3

Choose a category

Select a configuration category from the left panel to load its settings on the right.

​
Page structure

The Configuration page is divided into two working areas.

Configuration page layout

Left panel — Category menu

Lists configuration categories. Click a category to load its settings.

Right panel — Settings workspace

Shows fields and controls for the selected category.
Only one configuration category is active at a time. If you do not see an expected option, scroll the left panel.

​
Configuration sections

Use these sections to set up and manage the system.

Company Configuration

Set official company name, logo, VAT number, PAN, contact details, and legal information used on system-generated documents.

Tax & Terms Configuration

Manage tax options, payment terms, and accepted payment methods used across sales, purchase, and finance workflows.

Import Previous Data

Bulk-import products, customers, suppliers, bank accounts, product units, categories, attributes, opening stock, and opening balances.

Inventory Configuration

Define opening stock quantities and rates, import stock in bulk, review initialization history, and configure validation rules.

Branches & Warehouses

Manage branches and warehouse locations used for stock storage, purchase receiving, sales fulfillment, and transfers.

Invoice Configuration

Select printable templates for sales invoices, sales orders, credit notes, purchase bills, purchase orders, and debit notes.

User Roles & Permissions

Create access roles, assign module-level permissions, add users, and control branch-level operational scope.

Terms & Conditions

Create reusable sales and purchase terms that appear on printed invoices, bills, and orders.

​
How settings apply

Configuration changes can affect workflows across Kuvera Arc.
These settings apply across sales invoices, purchase bills, payment records, and financial reports. Default values remain available, while custom entries can be added.
Opening stock values become the baseline for future stock movement and valuation. Finalize these before regular inventory transactions begin.
Role permissions apply to every user assigned to that role. Changes to a role affect assigned users immediately.
Changing a default print template affects new documents of that type generated after the change.
Active terms are available for document selection. Disabled terms are removed from future use but retained for history.
Review every configuration change before saving. Roles, opening stock, validation rules, and templates can affect workflows across multiple modules.
If you are configuring Kuvera Arc for the first time, follow this order to avoid dependency issues.
1

Set up company details

Complete Company Configuration so your business identity and legal information are ready before documents are generated.

Company Configuration section

2

Configure tax and payment settings

Add the tax rules, payment terms, and payment methods your business uses.

Tax & Terms Configuration section

3

Create branches and warehouses

Establish your location structure before assigning inventory or users to specific sites.

Branches & Warehouses section

4

Set up user roles and add users

Define access roles and create user accounts with appropriate permissions.

User Roles & Permissions section

5

Import existing data

Use Import Previous Data to bulk-load products, customers, suppliers, banks, units, categories, and attributes.

Import Previous Data section

6

Initialize opening stock

Set opening stock quantities and rates before regular inventory transactions begin.

Inventory Configuration section

7

Configure invoice templates and terms

Select print templates and create reusable terms and conditions for sales and purchase documents.

Invoice templates and terms

​
Best practices

Configure company details, taxes, branches, warehouses, users, and opening stock before processing sales, purchases, or inventory movements.
Keep names for branches, warehouses, payment methods, roles, and terms consistent so records remain easy to understand.
Confirm each role has only the access needed for that user’s responsibilities.
Check imported products, customers, suppliers, stock, and balances before relying on them in transactions.
Choose document templates that match your company’s print and compliance needs.
Access to configuration sections depends on your user role. If a section is unavailable, ask your system administrator to review your configuration permissions.
Last modified on July 17, 2026