Settings & Configuration
Presets, custom fields, saved views, print templates, numbering, taxes, and notifications.
Configuration
- Settings overviewWhere to find account-wide configuration and what each settings area controls.
- General and fulfillment presetsSet company details and the default behavior used when fulfilling orders.
- Custom fieldsAdd your own fields to items, orders, and contacts to capture extra data.
- Print templates and documentsCustomize the layout of POs, invoices, packing slips, and labels.
- Notification recipients and preferencesChoose who gets emailed for which events and how often.
- Document numbering and prefixesControl the prefixes and sequences used to number POs, orders, and invoices.
- Tax settingsDefine tax rates and control how tax is applied to orders and documents.
- Units and measurement settingsConfigure units of measure, currency, and number formatting for your account.
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