Business Suite

Documentation / Customization / Built-in Customization Options

Built-in Customization Options

CloudOnex Business Suite offers extensive customization options to tailor the system to your business needs. This guide covers the built-in customization features available through the administrative interface.

Visual Customization

Company Branding

  1. Logo Customization
    • Navigate to Appearance → Customize
    • Upload your company logo
    • Click "Submit" to save changes
    • Note: If you see the old logo, clear your browser cache

Theme Settings

  1. Theme Selection
    • Go to Appearance → Themes
    • Choose your preferred theme
    • Select the desired style variation
    • Changes apply immediately across the system

Invoice Customization

  1. Enable Signature Feature

    • Navigate to Appearance → Customize
    • Check the "Enable signature" checkbox
    • Save changes

  2. Dynamic Invoice Prefix

    • Go to Settings → General Settings
    • In the invoice prefix field, use placeholders
    • Example: INV-{date('Y-m-d')}-
    • You can modify the date format within the date function

Language and Localization

Time Zone and Date Format

  1. Time Zone Settings
    • Navigate to Settings → Localization
    • Select your preferred timezone
    • Choose your desired date format
    • Save changes

Language Settings

  1. System Language

    • Go to Settings → Localization Settings
    • Select your default system language

  2. Per-User Language

    • Users can set their preferred language
    • Navigate to Edit Profile in the top right corner
    • Select desired language
    • Changes apply only to that user's interface

Business Information

Company Details

  1. Basic Information
    • Navigate to Settings → General Settings
    • Update company name, address, and contact details
    • Modify business registration numbers (VAT/ABN)
    • Set default payment terms

Tax Configuration

  1. GST Configuration (India)
    • Go to Settings → General Settings
    • Set Tax System to "India"
    • Select your default business location
    • System will automatically format invoices for GST compliance

Customer-Related Customization

Custom Fields

  1. Adding Custom Contact Fields
    • Navigate to Settings → Custom Contact Fields
    • Add new fields as needed
    • Fields appear on customer forms

Customer Code Format

  1. Configure Customer Numbering
    • Go to Settings → General Settings
    • Set customer code prefix
    • Configure auto-increment settings
    • Example: CUS-000001 will automatically increment to CUS-000002

Landing Page Configuration

Default Page Selection

  1. Set Default Landing Page
    • Navigate to Settings → General Settings
    • Choose between admin login or client login as default
    • Alternative access URLs:
      • Admin login: your_installation_url/admin
      • Client login: your_installation_url/client

Advanced Customization

PDF Invoice Template

  1. Custom Template
    • Locate system/overrides/invoice_pdf.sample.php
    • Rename to invoice_pdf.php
    • Modify the template as needed
    • Changes persist through system updates

Additional Display Options

  1. Contact Display Name
    • Go to Settings → General Settings
    • Modify the "Extra Field Name" setting
    • Changes apply to all contact forms