Choose which features are switched on
Check the industry and the optional features your company uses, such as credit sales, batches and expiry, IMEI numbers or installments.
Sign-up switched on the features usually needed for your industry. Check them now, before you add products: a feature such as batches or IMEI numbers adds fields to the product form that you want to fill in from the start.

Before you begin
- You need a role that can edit Features & Add-ons.
- Your plan and paid add-ons, such as Manufacturing or HR & Payroll, come from your service provider. They are not changed on this page.
Where to find it
Open Settings → Configuration → Features & Add-ons. The page is called Features.
Check your industry and features
- Check the Industry. Change it if you picked the wrong one at sign-up.
- Click Auto-check recommended features to tick what that industry usually needs.
- Under Optional Features, tick each feature you use and untick the ones you do not.
- Click Save changes. ✓ Saved appears and the menus refresh.
A few you will meet early:
| Feature | Switch it on when |
|---|---|
| Credit | You sell to customers or buy from suppliers on credit. |
| Batch / Expiry | You sell medicines, food or anything with a batch and an expiry date. |
| IMEI Number System | You sell phones or devices tracked by IMEI number. |
| Installment | You sell on monthly installments. |
| Dine In | You serve tables in a restaurant. |
See Features & Add-ons for more of them and what each one adds.
Other switches worth a look
How documents behave is set per module, on these pages under Settings:
- Sales Preferences: defaults for sales documents.
- Purchase Preferences: defaults for purchase documents.
- Accounting Preferences: how documents post to your accounts.
- POS Settings: how the POS terminal and its receipts work.
Common questions
I ticked a feature but nothing changed. Check that you clicked Save changes, then open the form it belongs to, for example the product form for Batch / Expiry.
A module I need is not in my menu. Modules and paid add-ons come with your plan. Ask your service provider; see Billing.
Does switching a feature off delete data? No. It hides the fields and options. Records already saved keep their data.
Are features the same in every branch? They are saved for the branch your user belongs to, so each branch can have its own.
Obrigado. Se ainda precisar de ajuda, escreva para info@eloerp.net.