Settings

Settings is where you shape Svalog around your business — company details and logo, regional formats and tax, email and document templates, modules, and backups. Most of it you set once during setup and rarely touch again.

Company Information

Go to Settings in the sidebar (manager/admin only). Under Company Information:

  • Company Name (required) — Appears on all PDFs and in the browser title.
  • Legal Name — Your registered legal entity name if different from your trading name.
  • Tax ID — Your VAT or company registration number. Printed on all PDFs.
  • Email, Phone, Website — Company contact details.
  • Address — Full company address. Printed on all PDFs.

Upload a logo (PNG, JPG, GIF, or WebP). The image is resized to 400×120 px and printed at the top of all PDF documents.

Regional Settings

  • Currency — Sets the currency symbol on all documents.
  • Language — English or Slovenian. Changes all UI labels and formatting immediately.
  • Date Format — YYYY-MM-DD (ISO), DD/MM/YYYY (European), or MM/DD/YYYY (US).
  • Number Format — 1,234.56 (comma as thousands separator) or 1.234,56 (period as thousands separator).
  • Default Tax Rate — Pre-fills the tax rate % on new line items.
  • Default Payment Terms — Pre-fills payment terms (days) on new invoices and orders.
  • Default Quote Validity — Pre-fills the Valid Until date on new quotes.

Modules

Enable or disable functional modules for your company under Settings → Modules. Disabled modules are completely hidden from the sidebar, dashboard, and drop-downs for all users. Enabling or disabling a module takes effect after the server restarts.

  • General — Always on (cannot be disabled). Products and Inventory.
  • Sales — Customers, Quotes, Sales Orders, Delivery Notes, Invoices, Credit Notes, Payments.
  • Purchasing — Suppliers, Purchase Orders, Goods Receipts.
  • Accounting — Accounting export, Expenses, Profit & Loss, Period Locking, XML Archive.
  • Manufacturing (paid) — Bills of Materials, Production Orders, Units of Measure.
  • Analytics (paid) — Reports and Demand Forecast.
Users and Settings are part of the core application and are always available, regardless of which modules are enabled. Manufacturing and Analytics are paid modules — see Marketplace & Modules for installing and licensing them.

Email / SMTP

Configure email sending under Settings → Email / SMTP:

  • Enable SMTP — Toggle email sending on or off.
  • SMTP Host — Your email server address (e.g., smtp.gmail.com).
  • SMTP Port — Usually 587 for TLS/STARTTLS or 465 for SSL.
  • Username — Your email account login (usually your email address).
  • Password — Your email account password or app-specific password.
  • Use TLS — Enable for most modern SMTP servers. Recommended.
  • Sender Name — The "From" name recipients see.
For Gmail: use an App Password rather than your Google account password. You must have 2-Factor Authentication enabled on your Google account first.

Email Templates

Customise the subject and body for each document type. Tabs: Quote, Sales Order, Delivery Note, Invoice, Credit Note. Each tab has a Subject field and a Body field. Changes apply to all future emails of that type.

Backup & Data (Admin Only)

Configure automatic database backups:

  • Data Directory — Where the SQLite database is stored.
  • Backup Directory — Where automatic backup files are saved.
  • Auto-Backup Enabled — Toggle automatic backups on or off.
  • Backup Interval — How often automatic backups run, in hours.
  • Keep Last N Backups — Older backups are deleted automatically once this limit is reached. Default: 30.
  • Back Up Now — Creates a backup immediately.
  • Restore — Restores the database from a previous backup file. This replaces all current data, so a fresh backup is taken first.
Reset Data (admin only) deletes all transactional data — quotes, orders, deliveries, invoices, credit notes, payments, purchase orders, goods receipts, production orders, and stock movements — while keeping master data (customers, products, suppliers, inventory, BOMs, units, users, and settings). A backup is taken automatically before the reset.

E-Invoicing

Set the default e-invoice standard used when exporting invoice and credit-note XML:

  • Auto (based on country) — Uses e-SLOG 2.0 when both parties are in Slovenia, otherwise EN 16931 CII. This is the default.
  • EN 16931 CII — Always use the base European standard.
  • e-SLOG 2.0 — Always use the Slovenian standard.
This setting only affects the XML export; it has no effect on PDFs.

Software Updates (Admin Only)

Set an Update URL pointing to a published update manifest, then click Check for Updates. If a newer version is available, the release notes are shown.

On the packaged Windows app, Apply Update downloads and installs the new version, then restarts the server automatically. In development mode you download and run the installer manually.