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  5. Chapter 12 — System settings (System)

Chapter 12 — System settings (System)

In this chapter: the tabbed settings page (Einstellungen), the document template designer, tax and MCP access. This chapter is specifically for the manager — most items are set once during setup.

12-1. Settings (Einstellungen) — tab by tab

General (Allgemein)

The shop's official identity: name, company, address, contact, tax numbers, commercial registration, bank details (IBAN/BIC), currency, time zone, default language and supported languages, first day of the week. This information is printed on invoices and receipts — fill it in accurately and completely.

Catalogue (Katalog)

Product-creation defaults, default unit and sorting, image settings, out-of-stock display, stock options (stock management, deduction on order, basket stock control), maximum quantity per basket, search suggestions, allow guest reviews, SKU display and set items (Set Items).

Sales (Verkauf)

  • Site checkout mode and layout
  • Document templates: choosing a template for the order, invoice, refund, proforma invoice, shipment, signature, kitchen ticket and shift report (template design is in section 12-2)
  • Printing: automatic printing, paper width, cash drawer
  • Automatic shift close and its time
  • Deposit (Pfand), delivery scheduling (preparation lead time, maximum days ahead, allowed days, blocked dates), digital receipt, late-payment penalty (Dunning)
  • Checkout rules: checkout mode, allow guests, minimum order amount, accepting terms and conditions, allow reorder by the customer.
  • Sales emails: turning the automatic email on/off for each document (order, invoice, shipment, refund).
  • Proforma invoice/quote (Angebote): the PDF and email template for the quote, plus the "attach PDF to the quote email" option — a standalone document type whose output is configured here.
  • Platform pricing: the automatic percentage markup on food prices for each online ordering platform, plus automatic approval and default time (specific to food services).

Tax (Steuer)

The calculation method and basis, the default tax classes (product/customer/shipping), showing prices with/without tax in the catalogue and basket, the tax summary on the print-out. Defining the classes/rules/rates themselves is in section 12-4.

Customer (Kunde)

Registration and login rules, email verification, welcome email, the default customer group, guest newsletter sign-up.

Attributes (Attribut)

  • Attributes: product characteristics (colour, size, material, etc.) with options and labels.
  • Attribute sets: bundling several attributes for a product type (for example "Clothing"). When creating a product, you select the set and the form brings up those same fields.

Payment (Zahlung)

  • Enabling/disabling and configuring payment methods.
  • Card reader devices: adding and managing terminals (SumUp, Global Payments/GP Tom, Payone) — pairing the device, setting the default device, and whether the terminal or the app prints the payment receipt.

Shipping (Versand)

  • Shipping methods: price, allowed countries, minimum/maximum order amount, estimated delivery time, multilingual name.
  • In-store pickup locations for the site's Pickup option.

Theme (Thema)

The online shop's appearance: logo, header, footer, menu, notification bar, default light/dark mode, cookie consent settings, copyright text.

Certificate (Zertifikat) — RKSV

The centre for compliance with the Austrian point-of-sale law and purchasing a digital signature certificate.

⛳ The certificate is per location, not per individual register: one active certificate serves all the registers at that same location, and each location can only have one active certificate. The only thing specific to each register is its internal turnover-counter key.

Purchasing a certificate — a 4-step form:

  1. Tax/VAT + location selection: select the location you want to buy a certificate for (the location must be active and have at least one active register).
  2. FinanzOnline mode: online (with username/password/participant ID) or offline.
  3. Provider + plan: A-Trust (active) — PrimeSign is currently disabled; plan basic/advanced/premium.
  4. Review + accept terms → "Confirm and buy".
  • The payment happens on the central service (not in this form): the certificate is purchased as an annual subscription and creates a central order + invoice + subscription. The summary panel shows the status of the order/invoice/subscription/payment and the payment link.
  • Activation: a purchased certificate is first "pending" and only becomes active on a register after the start receipt (Start Receipt).

Legal receipts (under the certificate of that same location):

  • Start receipt (Start Receipt): registers the certificate and the registers with FON (online or with offline XML) and activates the certificate.
  • Control receipt (Control Receipt): periodic; its QR code can be scanned by the BMF control app.
  • Close receipt (Close Receipt): when taking a register out of service.
  • FinanzOnline: XML export for FON, FON sync and marking as "uploaded".
⚠️ This section is a legal obligation: without an active certificate and a start receipt, the register must not make an official sale. Coordinate the steps with your tax adviser. Full code-verified details: RKSV certificate reference.

Reservations (Reservierung)

Automatic guest emails: branded HTML templates, reminder messages, expiry, follow-up and document re-upload request.

Bridge (Brücke)

Local hardware connected via the Bridge app: receipt printer (IP or system printer), scale (connection settings and weight units), customer display (display layout and activation), a device search button.

Documentation (Documentation)

Configuring the shop documentation section (Content → Documentation; Chapter 7). Without write permission, it is displayed read-only.

Integration (Integration)

The tab for managing third-party add-ons; ⚠️ it is currently disabled (greyed out and not clickable).

12-2. Document templates (Vorlagen)

  • A list of all print/email templates: receipt, invoice, kitchen ticket, shift report and so on.
  • Visual template designer: change each template's layout with the block editor (logo, texts, columns). The output is exactly what is printed or emailed.
  • After each change, print a test document.

12-3. MCP — AI agent access

  • Issuing an access token with a scope and expiry date for connecting AI assistants to the shop's data; view the server status and revoke tokens.
  • An issued token is shown only once — save it somewhere safe at that moment.

12-4. Tax (Steuer) — defining the fundamentals

  • Classes (Klassen): tax groups for goods/customers (standard rate, reduced rate, etc.).
  • Rates (Sätze): the tax percentages broken down by country/region.
  • Rules (Regeln): linking classes to rates — this determines what tax each sale is charged.
⚠️ Changing the tax structure affects all prices and receipts; only do it in coordination with your accountant and preferably outside working hours.