Settings

Workspace setup and control.

General

Workspace defaults, company details, locations, and numbering.

Needs setup
StatusNeeds setup
Sections4
Configured1
Authority0

Workspace

Operating defaults for inventory, purchasing, and orders.

Ready for setup

Shown across the workspace.

Used for dates and schedules.

Used for dates, numbers, and units.

Used for reporting totals.

Default unit before item overrides.

Used by reports and recurring work.

Save
Unavailable until workspace preference storage is connected.

Company profile

Business identity and contact details.

Needs setup

Shown across the workspace.

Required for documents.

Main support inbox.

Shown in support details.

Shown on company links.

Reference URL only.

Primary business address.

Used on documents.

State or region.

Postal or ZIP.

Required for documents.

Save
Unavailable until company profile storage is connected.

Locations

Locations, receiving defaults, and count cadence.

Needs setup

Main Warehouse

Location code MAIN
Default receiving

Retail Frontroom

Location code RETAIL
Active

Quarantine

Location code QUAR
Restricted

Preselects receiving destination; it does not post stock.

Used as a default for count session planning and review.

Actions
Adding locations and saving defaults is unavailable until location storage is connected.

Identifiers and labels

SKUs, codes, labels, and document numbering.

Needs setup

Used when a SKU is not entered.

Prefix before the SKU sequence.

Allow manual codes or generate one.

How QR codes are attached.

Default for printing and reprints.

Document numbering

Prefix for sales order numbers.

Next sales order number.

Prefix for purchase order numbers.

Next purchase order number.

Actions
Saving is unavailable until identifier and label storage is connected.