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Organization settings

The settings hub, organization defaults — language, time zone, currency, valuation model — numbering formats, and e-mail.

The settings hub

Settings collects every configuration surface as cards, grouped and permission-filtered — cards your role can't manage don't appear, and plan-locked areas show a lock. This page covers the organization-wide defaults; taxonomy, alerts, automation, billing, and integrations have their own pages in this manual.

Every configuration surface, permission-filtered.

General

Settings → General holds the defaults that shape everything else: organization name, default language for new members and outbound mail, time zone (report periods and schedules hang on it), default currency, and the inventory valuation model that valuation reports use. Review these before importing data or inviting a team — changing currency or valuation model later touches every number's presentation.

The defaults everything else inherits.

Numbering formats

Settings → Numbering defines how generated codes look — transfers, counts, purchase orders, pick lists — with a live preview per format. Set them before the codes start appearing on printed documents; reset returns a format to default.

Prefixes and patterns, previewed live.

E-mail

Settings → E-mail configures how Itemra's outbound notification mail is sent for your organization, with a send test e-mail button to verify the pipe end-to-end before anyone waits on a notification that can't arrive.