Settings¶
Navigation: Administrator → Settings
The Settings screen provides system-wide configuration across four areas: General, Integrations, Inventory Planning, and Change Tracking. Changes here affect behaviour across the entire platform.
General¶
Tab: Settings → General
| Setting | Description |
|---|---|
| Password expiration | Enable or disable password expiration policy |
| Reset Database | Destructive action - clears all transactional data. Use with caution. |
Integrations¶
Tab: Settings → Integrations
Configure the connection details for each integration point. The integrations tab lets users customise:
- Which fields are received from each source
- Which status values flow through
- Connection parameters: SFTP server, username, password, port, and directory paths
- API endpoints and credentials for REST-based integrations
Each integration type (inbound and outbound) has its own accordion panel. The integration configuration drives which job triggers are available on the corresponding data screens.
Inventory Planning¶
Tab: Settings → Inventory Planning
Two configuration sections:
Notification Days¶
| Setting | Description |
|---|---|
| Notify days before reorder date | Days advance notice before item reaches Reorder Level status |
| Notify days before runout date | Days advance notice before item reaches Runout Level status |
Fixed Column Setting¶
When editing planning parameters (Reorder Point, Lead Time, Safety Stock), one column must be fixed because the equation Reorder Point = Lead Time Demand + Safety Stock must always hold. Select which column remains fixed when the others are edited.
The per-item planning parameters (reorder point, safety stock, lead time, lot size, fill rate) are managed in the planning settings table within this tab. See Inventory Planning for full column descriptions.
Change Tracking¶
Tab: Settings → Change Tracking
Configure thresholds for forecast change notifications:
| Setting | Description |
|---|---|
| Threshold type | Unit Change (absolute quantity) or % Change (relative percentage) |
| Aggregation period | Compare forecast at Day, Week, or Month granularity |
| Snapshot date | The historical forecast date used as the baseline for comparison (e.g. -30 days = compare current forecast against the forecast from 30 days ago) |
Example: If snapshot date = -30 days, aggregation = Month, threshold = 20% - the system notifies users when any monthly forecast bucket has changed by more than 20% compared to what was forecast 30 days ago.
After setting values, click Save for changes to take effect.