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, 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, Tax, 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 Default Designation |
| 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, Auto Lot Number, Project Code, Serial Tracking, Auto Serial Number, Class |
| 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 |
👤 Profile (Personalization)
| Feature | Details |
|---|
| User Info | First/Last name, email registration, access to Set New Password |
| Design Canvas | 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 (Administrator/General User), Status (Active/Invited) |
| Controls | Manage Seats, 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.
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, and adjust workspace license levels via Manage Seats.