Settings overview
Where to find account-wide configuration and what each settings area controls.
Settings is where you configure how Fiddle behaves for your whole account — defaults, formatting, documents, and the rules that the rest of the app follows.
How settings are organized
Most account-wide options live under Settings, grouped by what they affect:
| Area | What it controls |
|---|---|
| General & fulfillment | Company details, default location, and fulfillment behavior |
| Custom fields | Extra fields you add to items, orders, and contacts |
| Print templates | Layout of POs, invoices, packing slips, and labels |
| Notifications | Who is emailed for which events |
| Numbering | Prefixes and sequences for document IDs |
| Tax | Tax rates and how tax is applied |
| Units & measurement | Units of measure, currency, and number formatting |
Who can change settings
Settings are account-wide, so they are usually limited to admins. Changes apply to everyone, so confirm before editing shared values like numbering or tax.
Changing a default — such as your base unit or document prefix — affects new records going forward, not records already created. Existing documents keep their original values.
Before you start
Set up the foundational items first: units and currency, then tax, then numbering. Later areas like print templates and custom fields build on those.
Next steps
Start with general and fulfillment presets to set your company defaults.
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