Settings / Preferences

Settings / Preferences

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.

AreaPathCovers
Global System PreferencesAvatar ▸ SettingsCompany, General, Connections, Shipping, Print, Device, Email, Shortcut/Barcode tabs
Personal Theme & LocalizationAvatar ▸ ProfileUser profile info, display language, dashboard styling
Seat & Access ManagementAvatar ▸ User & PermissionEmployee 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.

FeatureDetails
BrandingUpload Logo / Upload Signature — appended automatically onto outgoing bills, client quotes, and purchase orders
Companies RegistryTracks Name, Country, Currency, and which company is marked Primary
Locations RegistryTracks Name, Associated Company, City, Address (Line 1), Bin Tracking (on/off), and Edit/Delete
Consolidation UtilitiesMerge Locations to consolidate inventory history, or Create a new location for expanded facilities

⚙️ General Preferences

CategorySettings
Date & TimeDefault time format (12/24h), timezone, date format
UnitsDefault Weight Unit and Dimension Unit
Default AccountsIncome, Asset, Cost of Goods Sold, Expense, Adjustment, Deposit Bank
Global optionsAllow Negative Quantity, Enable Barcode / Barcode Sound, Enable Multicurrency, Display Decimal Zeros, Display Address in Ascending Order
Tracking SettingsEnable 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 DefaultsUser Default Department, User Default Location

🔌 Connections

FeatureDetails
ConnectionsAdd external app connections via Create a Connection
WebhooksManage callbacks via Active, Name, Events, URL, Test Mode, and Actions, or Create a Webhook
API KeysGenerate secure development keys (shown once upon creation) for external API access

🚚 Shipping

FeatureDetails
CarriersConnect third-party shipping providers via Manage Carriers
Custom PackagesDefine standard box types, dimensions, and weight limitations
AutomationConfigure automated rule-based shipment processes via Setup
International Settings / NotificationsPreferences 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.

FeatureDetails
Print Format DefaultsTime Format for Print PDF (12hr/24hr), Date Format for Print PDF, Timezone for Print PDF — applied globally to every printed document
Document Type TableEvery 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 ToPer document type — set to Always Ask, or default to a specific printer
Default SizePaper size for that document (e.g., Letter)
OptionsAdditional document-specific print settings
Template ColumnAdd a new template for that document type, or Edit / Copy an existing one
Multiple Templates per DocumentA 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 templatesToggle 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.

FeatureDetails
Template Type / Name / SizeIdentifies which document type this template is for, its name, and paper size
Design ToolbarText, table, grid, line, box, image, QR code, barcode, and signature elements
Drag-and-Drop LayoutEvery element (header, bill-to block, line-item table, totals) can be repositioned freely on the canvas, with a ruler for precise alignment
Field ListRight-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
StylingAdjust font, size, and color per selected element
Custom Table MappersAdd custom table mappings for non-standard line-item data
Generate Sample PDFRenders the template with sample data so you can preview the exact output before saving
Use as company default template for all usersToggle to roll this specific template out as the standard for the whole company
ArchiveRetire a template without deleting it outright

👤 Profile (Personalization)

FeatureDetails
User InfoFirst/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 SettingsToggle Color Mode (Light/Dark) and active dashboard Language

👥 User & Permission

FeatureDetails
Team Ledger GridMonitor 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)
ControlsInvite a User, Show Inactive Users

Key Functions & Workflows

Companies & Locations Setup

  1. Add a company/location: Settings ▸ Company ▸ Create a new location… (or company).
  2. Set defaults: Mark a company as Default; toggle Bin Tracking per location if you use bins.
  3. Branding: Upload Logo/Signature for documents.

General Defaults & Tracking Alignment

  1. Navigate Settings ▸ General.
  2. Lock in your localization settings — date/time formats, operational timezone, and units of measure.
  3. Map your ledger connections under Default Accounts (Income, Asset, COGS, Expense, Adjustment, Deposit Bank) to drive automatic bookkeeping.
  4. Toggle required tracking features (e.g., Lot Tracking, Serial Tracking, Project Code).
  5. Assign User Default Department/Location to speed up data entry across other tabs.

Connections, Webhooks & API Credentials

  1. Establish links with third-party tools in the Connections panel.
  2. Select Create a Webhook to specify listener URLs, map trigger events, and toggle Test Mode to safely audit live JSON payloads.
  3. 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

  1. Settings ▸ Shipping ▸ Manage Carriers to bind external shipping carrier accounts.
  2. Build standardized shipment templates in Custom Packages, and complete automated logic mappings in Automation Setup.

Print Template Configuration

  1. Navigate Settings ▸ Print.
  2. Set global Time Format, Date Format, and Timezone for printed PDFs.
  3. Find the document type you want to configure (e.g., Sales Order) and set its Print To and Default Size.
  4. Click Add to create a new template, or Edit an existing one to open the Template Editor.
  5. In the Template Editor, drag fields from the Field List onto the canvas, reposition elements, and adjust styling to match your branding.
  6. Click Generate Sample PDF to preview the result with sample data before saving.
  7. Save, and optionally toggle Use as company default template for all users to roll it out company-wide.
  8. Repeat to create additional templates for the same document type — useful for different customer or vendor layout requirements.

Profile & Workspace Customization

  1. Open your personal settings via Avatar ▸ Profile.
  2. Personalize your theme with the Design color blocks and slider settings.
  3. Toggle Color Mode for Dark Mode, or use the language picker to change translations.
  4. Use Set New Password when needed.

User & Permission

  1. Open access rosters via Avatar ▸ User & Permission.
  2. Click Invite a User, submit their corporate email, and flag their permission tier (Administrator vs. General User).
  3. Audit usage via Status / Last Login. Workspace license/seat count is managed separately under Billing.

Still have questions?

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