Configure your company, users, and shared master data. In Freespace ERP, most of these screens live under Settings in the left menu. Company profile and your own account are on the top bar instead — see Company & Account below.
On this page
Work through these in order. Use the sidebar under Settings (left of this page) to open any screen directly.
| **Step** | **Screen** | **Why** | |----------|------------|---------| | 1 | Company Details | Name, address, tax IDs, logo (top bar → company name). | | 2 | Company Settings | Currency, timezone, rounding, default centers/types. | | 3 | Locations | Country → State → District → Area for addresses. | | 4 | Centers | Warehouses / billing locations. | | 5 | User Roles then Users | Who can log in and what they can do. | | 6 | Transaction Preference | Bill layout, taxes, due dates, numbering flags. | | 7 | Number Settings | Prefix and auto-number per document type. | | 8 | Print Settings | How bills print. |Optional later: Payment Terms, Branches (multi-branch), Routes (field sales), Notification Providers (WhatsApp, Email).
ERP path: Settings → (top of Settings menu)
| **Page** | **Description** | |----------|-----------------| | Notifications | Your inbox — activity on records you follow (bell icon). | | Transaction Preference | Bill layout, due dates, taxes, footer notes. | | Print Settings | Copies, hidden fields, pre-printed layout. | | Number Settings | Prefix, suffix, and counters per document type. |ERP path: Settings → Notification System
Admin setup for outbound WhatsApp and email — separate from the Notifications inbox.
Feature guides: Email Notifications · WhatsApp Messaging
| **Page** | **Description** | |----------|-----------------| | Transaction History | Log of sent messages. | | Templates | Message templates per channel (email subject/body, WhatsApp Meta templates). | | Transaction Configs | When to send — manual (Use for Manual Send) or automatic on status change. | | Providers | SMTP and WhatsApp API credentials. | | Recipient Rules | Who receives each notification. |ERP path: Settings → Users / User Roles / Custom Access
| **Page** | **Description** | |----------|-----------------| | Users | Login accounts, roles, per-user defaults. | | User Roles | Module and action permissions. | | Custom Access | Extra access to specific records. |ERP path: Settings → Labels
| **Page** | **Description** | |----------|-----------------| | Label Print | Print barcode/price labels. | | Label Settings | Label size and fields. |ERP path: Settings → Woocommerce
| **Page** | **Description** | |----------|-----------------| | Woocommerce | Store API connection and import defaults. | | Woocommerce Orders | Import orders (under Sales menu). |ERP path: Settings → Field Sale
| **Page** | **Description** | |----------|-----------------| | Routes | Customer beats / territories. | | Route Groups | Group routes for reporting. | | Employee Routes | Assign routes to sales staff. | | App Settings | Web defaults for the mobile app. | | Field Sale App Setup | Mobile app admin checklist (roles, user defaults, printer). |ERP path: Settings → Fleet Management
| **Page** | **Description** | |----------|-----------------| | Vehicles | Vehicle master. | | Vehicle Allocation | Assign vehicle to employee. | | Vehicle Logbook | Odometer logs. | | Field Sale Fleet | Driver view on mobile. |ERP path: Settings → Multi Stage Approval
For signing off sale, purchase, accounts, and production documents before they post. Templates attach automatically from originators, document type, and optional terms (customer balance over a limit, Payment Mode = Bank). How the document panel works, and sale invoice examples, are on Multi Approval.
A WorkFlow Request is a different feature — a process you start from a document (delivery, stock in, invoicing). It does not approve that document.
| **Page** | **Description** | |----------|-----------------| | Approval Template | Originators, documents, stage order, and launch terms. | | Approval Stage | One approval step, rule (ANY / ALL / MINIMUM), and approvers. |ERP path: Settings → Others
| **Page** | **Description** | |----------|-----------------| | Locations | Country → State → District → Area. | | Centers | Warehouses and billing centers. | | Branches | When multi-branch is enabled. | | Zones | Sales territories (district groups). | | Currencies | When multi-currency is enabled. |ERP path: Settings → Others
| **Page** | **Description** | |----------|-----------------| | Payment Terms | Credit periods (Net 7, Net 30). | | Delivery Terms | Delivery labels on sale docs. | | Secondary Status | Extra status on transactions. |ERP path: Settings → Others
| **Page** | **Description** | |----------|-----------------| | Custom Fields | Extra fields on documents, with optional show-when rules. | | Import Templates | Column mapping for bulk import. | | Data Imports | Run imports from templates. | | Customer Merge | Merge duplicate customers. |Not under Settings left menu — use the top navigation bar.
| **Page** | **Open in ERP** | |----------|-----------------| | Company Details | Top bar → company name | | Company Settings | Top bar → Company Settings (or gear on Company Details) | | My Profile | Top bar → user icon |Multiple companies: use Switch Company on the top bar when your login has access to more than one company.
Each module has its own Settings section for pricing, taxes, and document types. These are not under global Settings:
| **Module** | **Hub** | |------------|---------| | Purchase | Purchase Settings | | Sales | Sale Settings | | Inventory | Inventory Settings | | HRMS | HRMS Settings | | Production | Production Settings | | Payroll | Payroll Settings |