This article is also available in:

General | Settings

Welcome to the guide on the general settings of Robaws. In this article we take you step by step through the general settings of Robaws. These settings form the basis of the software. Whether you are a new user or an existing one, they let you set up your environment exactly the way you want it.

You go to Settings > General to open the page with the general settings.

Once you have changed something in the settings, it is important to click 'Activate settings' at the bottom right so that the changes are actually applied within your Robaws environment.

Master data

Financial

Section	Explanation
VAT tariffs	Set up the VAT tariffs that are used within Robaws.
Payment conditions	Set up the payment conditions that are used for invoicing.
Pricegroup	You can add a customer to a pricegroup so that you can give that customer a discount.
Gl-account	The GL accounts can be used in Robaws for accounting purposes.
Currency	You can work with other currencies. You create the currency you want to use here.
Journals	The journals that are used for invoicing.
Amount Formulas	Amount formulas are used to determine the quantity on a quotation based on the parameters of a formula.
Discount and surcharge rules	Add a general discount or surcharge rule to the invoice.
Planning

Section	Explanation
Leave periods	You can enter default leave periods so that they are carried through to the dayplanning.
Planning type	The planning types are used in the dayplanning, among other things to give colours to the dayplanning overview.
Planning resource	Planning resources are useful if you work with fixed teams of employees or workers.
Employee

Section	Explanation
Deduction or allowance	You can link an allowance or deduction to a presence or an absence.
Employee roles	You can link hour codes to an employee role, and then assign that role to a particular employee.
Others

Section	Explanation
Company	You can create one or multiple companies to use within the environment.
Unit types	Create the unit types you want to work with.
Type	Create types that you can use on posts, quotations and progress claims (for example: SOG, VH).
Recurring periods	With this setting you can set up default recurring periods that are used for a recurring planning item.
Mobility	Different kinds of mobility can be created and applied to the kilometre compensation of the employee.
Loontype	The wage types are used to set up the mobility.
Cash register	Create the different cash registers that can be used in the cash register module.
Activities	Activities can be used throughout the whole of Robaws with a view to the recalculation.
Forms	Create forms so that they can be filled in via Wappy .
Maintenance service templates	Templates that you use for service and maintenance.

Settings

Setting	Explanation
Default VAT country	The default country code that is filled in for customers and suppliers in the field for the VAT number.
Time zone	The time zone you are in.
Language	The default language that is used.
Themecolor & Accentcolor	These colours are used for the appearance of your Robaws environment.
Custom Dashboard URL	If you work with Power BI, you can enter its URL in this field. You then see it under the 'dashboard' module.
Number of rows in overview	This lets you decide for yourself how many rows you see on one page in Robaws.
Barcode	Here you choose between a barcode and a QR code.
Endcustomer	You activate the use of the endcustomer here. As soon as this is active, you can work with the endcustomer.
Restrict post to offers	If you activate this function, posts can only be selected within a quotation and not in other modules.
Discount	If you activate this, you can work with discounts that you add to the lines.
Tier prices	Via the item card you can set up tier prices that are used in sales.
Hide materials in use	When this function is active, you can no longer select equipment that is in use on a planning item. This only applies when something has been assigned under 'use details' on the equipment card.
Stockreservations	When this function is active, you can put items in a stock reservation for a period of time. This affects the stock of those items.

Amount #decimals

These functions let you set the number of #decimals you want to work with.

Setting	Explanation
Amount #decimals	The number of decimals across the whole environment.
Purchaseprice #decimals	The number of decimals used to display the purchase price across the whole environment.
Sale price #decimals	The number of decimals used to display the sales price across the whole environment.
Amountformula amount #decimals	The number of decimals used for the amount formulas.

PDF

The settings relating to PDF let you make a number of general settings that apply to every PDF within Robaws. There are also specific settings per module. You set those up when you create the dynamic PDF .

Setting	Explanation
Hide 0 on pdf	When this function is active, zeros are hidden on the PDF.
1 tableheader per page	When this function is active, the header row of the table columns appears only once on each page.
Inverted header on PDF	The text in the header of the PDF is swapped around.
Hide lines with 0 amount on PDF	When this function is active, all lines with quantity 0 are left off the PDF.
Enable Markdown support	You can use Markdown to add formatting to the lines. In that case the styling styles no longer apply.
Styling	This function determines what the default setting is when you create a new PDF template.
Show total per vattarif	On the PDF you see a breakdown per VAT tariff instead of only the total VAT amount.
Absolute address positioning	The address is placed in the position it needs to be in for correspondence in an envelope with a window.
Client info on PDF	Here you choose whether the customer or the endcustomer is shown on the PDF.
Margin postnumber & Margin linenumber	These 2 settings let you set the width of the 'post number' and 'line number' columns yourself.
Photo settings	These settings let you adjust the format of your photo. You can do this for the quotation and for the form.
Grouping

If a document refers to data from another module, you can decide for yourself which data from that module is shown in the headers on the PDF. You set this up yourself using replacement codes .

Styling

This setting lets you create different styling styles and also make specific settings for the line types we have within Robaws.

PDF Fonts

Within Robaws we use a standard font. If you have a specific corporate identity with a specific font, you can upload that font here to use it on the PDF documents.

Title & Legalforms

This setting lets you create titles and legal forms that you then add to the customer or supplier card.
They matter mainly for correspondence or e-mail traffic with the customer or supplier.

Documents

Under the documents you can upload a PDF document that can then be added to an e-mail template sent to the customer or supplier.
Here you can add your general terms and conditions of sale, for example, which you then add later as a standard attachment to the mail to the customer.

Updated on: 09/09/2026

Was this article helpful?

Thank you!