# Settings

<p class="doc-lead">Settings configures your company, users, organization structure, notifications, integrations, and shared master data. Most screens live under <b>Settings</b> in the left menu; company profile and your account are on the top bar.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/settings/?id=getting-started">Getting Started</a>
<a href="#/settings/?id=general">General</a>
<a href="#/settings/?id=notifications">Notification System</a>
<a href="#/settings/?id=users-access">Users &amp; Access</a>
<a href="#/settings/?id=organization">Organization</a>
<a href="#/settings/?id=integrations">Integrations &amp; Tools</a>
<a href="#/settings/?id=company-account">Company &amp; Account</a>
<a href="#/settings/?id=faq">FAQ</a>
</div>
</div>
</div>

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<h2 id="getting-started">Getting Started</h2>

<ul>
<li><a href="#/settings/settings">Settings index</a> — full hub with new-company setup checklist and every screen.</li>
<li><a href="#/settings/company-details">Company Details</a> — name, address, tax IDs, and logo (top bar → company name).</li>
<li><a href="#/settings/user-role">User Roles</a> then <a href="#/settings/user-management">Users</a> — who can log in and what they can access.</li>
<li><a href="#/settings/transaction-preferences">Transaction Preference</a> — global bill layout, taxes, due dates, and numbering flags.</li>
</ul>

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<h2 id="general">General</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/notification-settings">Notifications</a> | In-app notification preferences. |
| <a href="#/settings/transaction-preferences">Transaction Preference</a> | Global transaction behaviour and defaults. |
| <a href="#/settings/print-settings">Print Settings</a> | Bill and document print formats. |
| <a href="#/settings/number-settings">Number Settings</a> | Document prefix and auto-numbering. |

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<h2 id="notifications">Notification System</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/notification-transaction-history">Transaction History</a> | Notification delivery log. |
| <a href="#/settings/notification-templates">Templates</a> | Email and message templates. |
| <a href="#/settings/notification-transaction-configs">Transaction Configs</a> | Which events trigger notifications. |
| <a href="#/settings/notification-providers">Providers</a> | WhatsApp, email, and SMS providers. |
| <a href="#/settings/notification-recipient-rules">Recipient Rules</a> | Who receives each notification. |

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<h2 id="users-access">Users &amp; Access</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/user-management">Users</a> | Create users and assign roles. |
| <a href="#/settings/user-role">User Roles</a> | Permission sets per role. |
| <a href="#/settings/custom-access">Custom Access</a> | Fine-grained access overrides. |

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<h2 id="organization">Organization</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/locations">Locations</a> | Country, state, district, and area hierarchy. |
| <a href="#/settings/centers">Centers</a> | Warehouses and billing locations. |
| <a href="#/settings/branches">Branches</a> | Multi-branch setup. |
| <a href="#/settings/zones">Zones</a> | Geographic zones. |
| <a href="#/settings/currencies">Currencies</a> | Currency master and exchange rates. |

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<h2 id="integrations">Integrations &amp; Tools</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/woocommerce-settings">Woocommerce</a> | E-commerce order sync. |
| <a href="#/settings/routes">Routes</a> | Sales routes for field teams. |
| <a href="#/settings/route-groups">Route Groups</a> | Group routes for reporting. |
| <a href="#/settings/employee-routes">Employee Routes</a> | Assign routes to employees. |
| <a href="#/settings/field-sale-app-settings">Field Sale App Settings</a> | Mobile app defaults and behaviour. |
| <a href="#/settings/vehicles">Vehicles</a> | Fleet vehicle master. |
| <a href="#/settings/vehicle-allocation">Vehicle Allocation</a> | Assign vehicles to employees. |
| <a href="#/settings/vehicle-logbook">Vehicle Logbook</a> | Odometer and trip logs. |
| <a href="#/settings/approval-template">Approval Template</a> | Multi-stage approval — originators, documents, and launch terms. |
| <a href="#/settings/approval-stage">Approval Stage</a> | Individual approval steps. |
| <a href="#/settings/custom-fields">Custom Fields</a> | Extra fields on documents and entities. |
| <a href="#/settings/import-templates">Import Templates</a> | CSV import column mapping. |
| <a href="#/settings/data-imports">Data Imports</a> | Bulk data import runs. |
| <a href="#/settings/customer-merge">Customer Merge</a> | Merge duplicate customers. |

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<h2 id="company-account">Company &amp; Account (top bar)</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/settings/company-details">Company Details</a> | Company name, registration, seal, and bill header. |
| <a href="#/settings/company-settings">Company Settings</a> | Company-wide defaults and rounding. |
| <a href="#/settings/user-profile">My Profile</a> | Password, OTP, and signature. |

<p>For the complete field reference, setup checklist, and module-settings cross-links, see the <a href="#/settings/settings">Settings index</a>.</p>

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<h2 id="faq">FAQ</h2>

<b>Where do I configure sale, purchase, or inventory options?</b><br>
Open that module's own <b>Settings</b> in the left menu — not this global Settings hub. This hub covers company-wide and shared master data.

<b>Where is company name and logo configured?</b><br>
Top bar → company name → <a href="#/settings/company-details">Company Details</a>.

<b>How do I set up a new company from scratch?</b><br>
Follow the ordered checklist on the <a href="#/settings/settings?id=start-here">Settings index — new company setup</a>.

<b>Where do I enable WhatsApp or email notifications?</b><br>
<a href="#/settings/notification-providers">Notification Providers</a> and <a href="#/settings/notification-transaction-configs">Transaction Configs</a>. See also <a href="#/features/whatsapp">WhatsApp</a> and <a href="#/features/email-notifications">Email Notifications</a>.