Organization Settings

Manage your organization profile, business details, tax configuration, team members, roles, notifications, and subscription billing.

Overview

Organization settings control how Stogly works for your business:

• Profile & business details — company name, type, address, currency
• Tax & fiscal settings — tax rates, fiscal device configuration
• Team members & roles — invite staff with specific access levels
• Notification preferences — control what alerts you receive
• Price alert settings — configure thresholds for supplier price change alerts
• eFaktura settings — connect to Serbia's electronic invoicing system
• Subscription & billing — manage your plan and payment method

Profile Settings

Updating Your Profile

1. Click your avatar in the top-right corner
2. Select Profile Settings
3. Update your personal details:
   - Full Name
   - Email Address
   - Phone Number
   - Language Preference — English or Serbian
4. Click Save

Organization Settings

Business Details

1. Navigate to Settings > Organization
2. Fill in your company information:

1. Click Save

Changing Business Type

Your business type (Restaurant or Retail) determines which features are visible in the sidebar. Switching business type does not delete data — it changes the available menu items and default workflows.

Tax & Fiscal Settings

Configuring Tax Rates

1. Navigate to Settings > Organization > Tax Settings
2. View or edit your tax rates:

1. Set the default tax rate applied to new products
2. Click Save

Fiscal Device Settings

If you use a fiscal printer or eFiscal device:

1. Navigate to Settings > Organization > Fiscal Settings
2. Configure your device connection details
3. Test the connection to verify it works
4. Fiscal receipts are generated automatically at the POS

Notification Preferences

Configuring Notifications

1. Navigate to Settings > Notifications
2. Toggle notifications on or off for each category:

1. Choose delivery method: In-app, Email, or both
2. Click Save

Price Alert Settings

Setting Price Change Thresholds

1. Navigate to Settings > Organization > Price Alerts
2. Configure the alert threshold — the percentage change in supplier price that triggers a notification
3. Set a default threshold (e.g., 5%) or override per category:

1. Click Save

eFaktura Settings

Connect to Serbia's SEF system for electronic invoicing.

1. Navigate to Settings > Organization > eFaktura & eOtpremnica
2. Enter your SEF API key and company details
3. Configure preferences:
   - Auto-accept incoming invoices or review manually
   - Default cost accounts for invoice line items
4. Test the connection
5. Click Save & Activate

For detailed eFaktura instructions, see the eFaktura guide.

Team Members & Roles

Inviting Team Members

1. Navigate to Settings > Team
2. Click + Invite Member
3. Enter the team member's email address
4. Assign a role:

1. Click Send Invite
2. The team member receives an email to create their account and join your organization

Managing Existing Members

1. Go to Settings > Team
2. Click on a team member to:
   - Change their role
   - Deactivate their account (revokes access without deleting)
   - Remove them from the organization

Subscription & Billing

Viewing Your Plan

1. Navigate to Settings > Subscription
2. View your current plan details:

Changing Your Plan

1. Click Change Plan
2. Select the plan you want to switch to
3. Review the price difference and billing cycle
4. Confirm the change — upgrades take effect immediately, downgrades at the end of the billing cycle

Updating Payment Method

1. Navigate to Settings > Subscription > Billing
2. Click Update Payment Method
3. Enter your new card details
4. Click Save

Tips & Best Practices

• Set up roles early — assign appropriate access levels before giving team members login credentials
• Configure notifications — enable only the alerts that matter to avoid notification fatigue
• Review team access quarterly — remove inactive members and update roles as responsibilities change
• Keep tax settings accurate — incorrect tax rates affect invoices, receipts, and fiscal compliance
• Monitor your plan usage — upgrade before you hit store or feature limits

Need help? Contact support at support@stogly.com