Overview
General Settings centralize your company setup and platform defaults in ianaiERP. From this single administrative workspace, you can configure corporate entities, location profiles, accounting ledger flows, operational unit defaults, print templates, and automated shipping carriers. This is also where you manage user profile personalization and team-wide roles and seat authorizations.
Where to Access
All administrative configuration is nested under your personal profile menu in the upper-right corner of the top navigation bar.
| Area | Path | Covers |
|---|
| Global System Preferences | Avatar ▸ Settings | Company, General, Connections, Shipping, Print, Device, Email, Shortcut/Barcode tabs |
| Personal Theme & Localization | Avatar ▸ Profile | User profile info, display language, dashboard styling |
| Seat & Access Management | Avatar ▸ User & Permission | Employee seat rosters, system invitations, administrative overrides |
Key Attributes and System Hubs
🏢 Company ▸ Companies & Locations
Build out your corporate legal framework and manage warehouse storage schemas.
| Feature | Details |
|---|
| Branding | Upload Logo / Upload Signature — appended automatically onto outgoing bills, client quotes, and purchase orders |
| Companies Registry | Tracks Name, Country, Currency, and which company is marked Primary |
| Locations Registry | Tracks Name, Associated Company, City, Address (Line 1), Bin Tracking (on/off), and Edit/Delete |
| Consolidation Utilities | Merge Locations to consolidate inventory history, or Create a new location for expanded facilities |
⚙️ General Preferences
| Category | Settings |
|---|
| Date & Time | Default time format (12/24h), timezone, date format |
| Units | Default Weight Unit and Dimension Unit |
| Default Accounts | Income, Asset, Cost of Goods Sold, Expense, Adjustment, Deposit Bank |
| Global options | Allow Negative Quantity, Enable Barcode / Barcode Sound, Enable Multicurrency, Display Decimal Zeros, Display Address in Ascending Order |
| Tracking Settings | Enable Location Tracking, Department, Lot Tracking, Project Code, Serial Tracking, Class (auto lot/serial numbering formats are set per item on the Item page, not here) |
| User Defaults | User Default Department, User Default Location |
🔌 Connections
| Feature | Details |
|---|
| Connections | Add external app connections via Create a Connection |
| Webhooks | Manage callbacks via Active, Name, Events, URL, Test Mode, and Actions, or Create a Webhook |
| API Keys | Generate secure development keys (shown once upon creation) for external API access |
🚚 Shipping
| Feature | Details |
|---|
| Carriers | Connect third-party shipping providers via Manage Carriers |
| Custom Packages | Define standard box types, dimensions, and weight limitations |
| Automation | Configure automated rule-based shipment processes via Setup |
| International Settings / Notifications | Preferences for cross-border customs and notification routing |
🖨️ Print
Set global print formatting defaults, then design and manage per-document templates.
Click through the walkthrough below to see it in action.
| Feature | Details |
|---|
| Print Format Defaults | Time Format for Print PDF (12hr/24hr), Date Format for Print PDF, Timezone for Print PDF — applied globally to every printed document |
| Document Type Table | Every printable document (Packing Slips, Pick Lists, Order Summary, Commercial Invoice, Tracking, Purchase Order, Blanket PO, Receiving, Estimate, Invoice, Sales Receipt, Sales Order, Blanket SO, Credit Memo, and more), each with its own row of settings |
| Print To | Per document type — set to Always Ask, or default to a specific printer |
| Default Size | Paper size for that document (e.g., Letter) |
| Options | Additional document-specific print settings |
| Template Column | Add a new template for that document type, or Edit / Copy an existing one |
| Multiple Templates per Document | A single document type isn't limited to one template — create several (e.g., a distinct layout for a specific customer's branding requirements, another for a vendor's required format, plus a default) and choose the right one at print time |
| Show archived templates | Toggle to reveal templates that have been archived instead of deleted |
Template Editor
Opened via Add or via Edit on any existing template — a full visual design canvas for that document.
| Feature | Details |
|---|
| Template Type / Name / Size | Identifies which document type this template is for, its name, and paper size |
| Design Toolbar | Text, table, grid, line, box, image, QR code, barcode, and signature elements |
| Drag-and-Drop Layout | Every element (header, bill-to block, line-item table, totals) can be repositioned freely on the canvas, with a ruler for precise alignment |
| Field List | Right-hand panel listing every available data field (e.g., due_date, shipping_addr, sub_total_head, customer_po_number) — drag onto the canvas to add, or remove fields you don't need |
| Styling | Adjust font, size, and color per selected element |
| Custom Table Mappers | Add custom table mappings for non-standard line-item data |
| Generate Sample PDF | Renders the template with sample data so you can preview the exact output before saving |
| Use as company default template for all users | Toggle to roll this specific template out as the standard for the whole company |
| Archive | Retire a template without deleting it outright |
👤 Profile (Personalization)
| Feature | Details |
|---|
| User Info | First/Last name, email registration, access to Set New Password |
| Design (early feature) | Personalize UI color themes (Primary, White, Black) and adjust the Border Radius slider |
| Display Settings | Toggle Color Mode (Light/Dark) and active dashboard Language |
👥 User & Permission
| Feature | Details |
|---|
| Team Ledger Grid | Monitor accounts via Email, First/Last Name, Last Login, Type (one of several role types, e.g. Owner, Administrator, General User, and more), Status (Active/Inactive/Invited) |
| Controls | Invite a User, Show Inactive Users |
Key Functions & Workflows
Companies & Locations Setup
- Add a company/location: Settings ▸ Company ▸ Create a new location… (or company).
- Set defaults: Mark a company as Default; toggle Bin Tracking per location if you use bins.
- Branding: Upload Logo/Signature for documents.
General Defaults & Tracking Alignment
- Navigate Settings ▸ General.
- Lock in your localization settings — date/time formats, operational timezone, and units of measure.
- Map your ledger connections under Default Accounts (Income, Asset, COGS, Expense, Adjustment, Deposit Bank) to drive automatic bookkeeping.
- Toggle required tracking features (e.g., Lot Tracking, Serial Tracking, Project Code).
- Assign User Default Department/Location to speed up data entry across other tabs.
Connections, Webhooks & API Credentials
- Establish links with third-party tools in the Connections panel.
- Select Create a Webhook to specify listener URLs, map trigger events, and toggle Test Mode to safely audit live JSON payloads.
- Select API Keys to generate unique access tokens.
⚠️ Important: API keys are shown only once upon generation. Copy and save them to a secure password manager immediately.
Shipping Configuration
- Settings ▸ Shipping ▸ Manage Carriers to bind external shipping carrier accounts.
- Build standardized shipment templates in Custom Packages, and complete automated logic mappings in Automation Setup.
Print Template Configuration
- Navigate Settings ▸ Print.
- Set global Time Format, Date Format, and Timezone for printed PDFs.
- Find the document type you want to configure (e.g., Sales Order) and set its Print To and Default Size.
- Click Add to create a new template, or Edit an existing one to open the Template Editor.
- In the Template Editor, drag fields from the Field List onto the canvas, reposition elements, and adjust styling to match your branding.
- Click Generate Sample PDF to preview the result with sample data before saving.
- Save, and optionally toggle Use as company default template for all users to roll it out company-wide.
- Repeat to create additional templates for the same document type — useful for different customer or vendor layout requirements.
Profile & Workspace Customization
- Open your personal settings via Avatar ▸ Profile.
- Personalize your theme with the Design color blocks and slider settings.
- Toggle Color Mode for Dark Mode, or use the language picker to change translations.
- Use Set New Password when needed.
User & Permission
- Open access rosters via Avatar ▸ User & Permission.
- Click Invite a User, submit their corporate email, and flag their permission tier (Administrator vs. General User).
- Audit usage via Status / Last Login. Workspace license/seat count is managed separately under Billing.