Settings
System configuration · Admin/Owner access only
Users & Roles
Manage who has access and what they can do
| Name | Role | Status | Last Login | ||
|---|---|---|---|---|---|
|
|
Role Permissions Matrix
Locations
Warehouse and channel locations for stock tracking
| ID | Name | Type | Channel | |
|---|---|---|---|---|
Units of Measure
Global UoM definitions and default conversions (FR-SET-3)
Units
| Name | Symbol | Type |
|---|---|---|
Global Conversion Defaults
| From | To | Factor | Label |
|---|---|---|---|
Changing a global conversion does not retroactively alter posted movements — history is preserved (FR-SET-7).
Alert Thresholds
Configure per-product thresholds and delivery channels (FR-SET-4)
Delivery Channels
In-app notifications
Always on — bell badge + alerts list
Email notifications
Sent to admin/manager roles
Discord / Webhook
Optional — paste webhook URL below
Per-product Alert Thresholds
| Product | Reorder Point | Expiry Window (days) | |
|---|---|---|---|
| No expiry |
Catalog Defaults
Global defaults for new products (FR-SET-5)
Allow Negative Stock
Permits transfers/checkouts that drive on-hand below zero
Batch Tracking Default
Enable batch/lot tracking by default for new products
Applied to new batch-tracked products unless overridden
Integrations
CSV export templates, QuickBooks reconciliation, and label printing (FR-SET-6)
QuickBooks Reconciliation
Export completed checkouts for QuickBooks import
CSV Import / Export Templates
Bulk import products, stock counts, and supplier lists
Products import template
Stock count template
Supplier list template
Label Printing
Configure barcode/label printer for received items (FR-INB-7)
System Settings
Business identity, currency, timezone, and data retention (FR-SET-7)
Business Identity
Data Retention & Audit
Immutable movements cannot be deleted — only archived
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Data Protection Compliance
Supplier and user personal data is handled in line with the Turks & Caicos Islands Data Protection Ordinance.
Data subjects may request access, correction, or erasure via the Data Protection Officer.