Settings
Organisation-wide configuration lives under Settings. This page covers the general categories; Branding, Billing, and Users & Roles each have their own dedicated guide.
Settings categories
Organization
Your organisation's name, address, and core profile details.
Locations
Farm sites and inventory locations available across the platform.
Finance
Finance-specific configuration: chart of accounts defaults and fiscal settings.
Commercial & Cost Categories
Pricing, cost-centre, and commercial workflow configuration used across sales and reporting.
Procurement
Approval chain configuration for purchase requests and orders.
Inventory
Inventory-wide defaults: units of measure, reorder behaviour, and lot tracking rules.
Workflow
Approval thresholds and automation rules for procurement and inventory. See the Workflow Guidance guide for the contextual guidance panel shown on records.
Notifications
What triggers an in-app or email notification, and for whom.
Audit Logs
A searchable record of significant actions across your organisation, available on plans that include activity logging.
System
Lower-level technical configuration, generally managed by an organisation's technical administrator.
Note