System Settings

System settings in Sederly control how the platform operates for your business. From basic preferences to advanced configurations, these settings ensure the system works exactly how you need it to.

## Settings Overview ### Accessing System Settings Navigate to system settings through: 1. **Settings Menu**: Click Settings in the main navigation 2. **Organization Settings**: Access organization-wide configurations 3. **Branch Settings**: Configure location-specific settings 4. **User Preferences**: Personal user settings ### Settings Categories #### Core Settings: - **Organization Profile**: Business information and branding - **Regional Settings**: Timezone, currency, and localization - **Security Settings**: Password policies and access controls - **Notification Settings**: Email and system notifications #### Operational Settings: - **Payment Methods**: Configure accepted payment types - **Tax Configuration**: Set up tax rates and rules - **Receipt Settings**: Customize receipt templates - **Inventory Settings**: Stock management preferences #### Advanced Settings: - **Integration Settings**: Third-party service connections - **API Configuration**: Developer and integration settings - **Backup Settings**: Data backup and recovery options - **Performance Settings**: System optimization options ## Organization Settings ### Business Profile Configuration #### Required Information: - **Organization Name**: Legal business name - **Business Address**: Complete physical address - **Contact Information**: Phone, email, website - **Business Registration**: Tax ID or registration number - **Industry Type**: Business category and type #### Branding Elements: - **Logo Upload**: Company logo for receipts and documents - **Color Scheme**: Primary and secondary brand colors - **Favicon**: Small icon for browser tabs - **Custom Themes**: Interface appearance customization #### Business Hours: - **Operating Hours**: Daily operating hours for each day - **Holiday Schedule**: Closed dates and special hours - **Timezone**: Primary business timezone - **Multiple Locations**: Different hours for different branches ### Regional and Localization Settings #### Localization Options: - **Primary Language**: Interface language - **Date Format**: How dates are displayed (MM/DD/YYYY, DD/MM/YYYY, etc.) - **Time Format**: 12-hour or 24-hour time display - **Number Format**: Decimal and thousand separators - **Address Format**: Local address formatting standards #### Currency Configuration: - **Primary Currency**: Main business currency (USD, EUR, GBP, etc.) - **Currency Symbol**: Display symbol ($, €, £, etc.) - **Decimal Places**: Number of decimal places for pricing - **Exchange Rates**: Multi-currency support and rates - **Currency Display**: How currency is shown in interface #### Timezone Management: - **Organization Timezone**: Primary business timezone - **Auto-detect User Timezone**: Use browser timezone for users - **Daylight Saving Time**: Automatic DST adjustment - **Multi-timezone Support**: Different timezones for different branches ## Security Configuration ### Password and Authentication Settings #### Password Policy Configuration: - **Minimum Length**: 8-16 character requirements - **Complexity Requirements**: Uppercase, lowercase, numbers, symbols - **Password Expiration**: How often passwords must be changed - **Password History**: Prevent reuse of recent passwords - **Account Lockout**: Lockout after failed login attempts #### Two-Factor Authentication: - **2FA Requirement**: Optional or mandatory 2FA - **Authentication Methods**: SMS, email, authenticator apps - **Backup Codes**: Emergency access codes - **Recovery Options**: Account recovery procedures #### Session Management: - **Session Timeout**: Automatic logout after inactivity - **Concurrent Sessions**: Limit simultaneous logins - **Remember Me**: Allow persistent login sessions - **IP Restrictions**: Limit access to specific IP addresses ### Access Control Settings #### Login Security: - **Failed Login Attempts**: Number of attempts before lockout - **Lockout Duration**: How long accounts remain locked - **Login Notifications**: Email alerts for new logins - **Suspicious Activity**: Alerts for unusual login patterns #### Data Protection: - **Data Encryption**: Encryption settings for sensitive data - **Audit Logging**: Track user actions and changes - **Data Retention**: How long to keep historical data - **Privacy Settings**: Data privacy and GDPR compliance ## Operational Settings ### Payment Configuration #### Payment Method Setup: - **Cash Payments**: Enable cash transactions with change calculation - **Credit/Debit Cards**: Configure card processing terminals - **Digital Wallets**: Apple Pay, Google Pay, PayPal integration - **Bank Transfers**: Manual bank transfer recording - **Store Credit**: Customer credit and gift card systems #### Payment Processing: - **Gateway Integration**: Connect payment processing services - **Transaction Fees**: Configure fee handling - **Refund Policies**: Set refund rules and procedures - **Split Payments**: Allow multiple payment methods per order ### Tax Configuration #### Tax Rate Setup: - **Default Tax Rate**: Standard tax rate for your location - **Multiple Tax Rates**: Different rates for different product types - **Tax-Exempt Customers**: Handle tax-exempt transactions - **Geographic Tax Rates**: Different rates for different locations #### Tax Calculation: - **Tax Inclusive/Exclusive**: How tax is displayed and calculated - **Rounding Rules**: How tax amounts are rounded - **Tax Reporting**: Generate tax reports for filing - **Audit Trail**: Track all tax-related transactions ### Inventory Settings #### Stock Tracking: - **Enable Inventory Tracking**: Turn on/off stock level monitoring - **Low Stock Alerts**: Automatic alerts when stock is low - **Negative Stock**: Allow or prevent negative stock levels - **Stock Adjustments**: How to handle inventory adjustments #### Product Management: - **SKU Generation**: Automatic SKU generation rules - **Product Categories**: Organize products into categories - **Pricing Rules**: Set pricing policies and rules - **Product Images**: Image upload and management settings ## Notification Settings ### Email Notifications #### Email Configuration: - **SMTP Settings**: Configure email server settings - **From Address**: Default sender email address - **Email Templates**: Customize email templates - **Delivery Settings**: Email delivery preferences #### Notification Types: - **Order Notifications**: New orders, status changes, completions - **Payment Alerts**: Payment received, failed payments, refunds - **Inventory Alerts**: Low stock, out of stock notifications - **System Notifications**: Updates, maintenance, security alerts - **User Notifications**: New users, login alerts, password changes #### Notification Preferences: - **Frequency**: Immediate, daily digest, weekly summary - **Recipients**: Who receives different types of notifications - **Channels**: Email, SMS, in-app notifications - **Customization**: Personalize notification content ### System Alerts #### Alert Configuration: - **Performance Alerts**: System performance issues - **Security Alerts**: Security-related notifications - **Error Notifications**: System errors and failures - **Maintenance Alerts**: Scheduled maintenance notifications ## Advanced Configuration ### Integration Settings #### Available Integrations: - **Accounting Software**: QuickBooks, Xero, Sage integration - **Email Marketing**: Mailchimp, Constant Contact connections - **Shipping Services**: UPS, FedEx, USPS integration - **Payment Gateways**: Stripe, PayPal, Square connections - **Analytics**: Google Analytics, Facebook Pixel integration #### API Configuration: - **API Keys**: Manage API access keys - **Webhooks**: Configure webhook endpoints - **Rate Limiting**: Set API usage limits - **Documentation**: Access API documentation ### Backup and Recovery #### Backup Settings: - **Automatic Backups**: Schedule regular data backups - **Backup Frequency**: Daily, weekly, monthly backups - **Backup Storage**: Where backups are stored - **Retention Policy**: How long to keep backups #### Recovery Options: - **Data Recovery**: Restore from backup procedures - **Point-in-Time Recovery**: Restore to specific date/time - **Selective Recovery**: Restore specific data types - **Emergency Procedures**: Emergency recovery processes ## Performance Optimization ### System Performance Settings #### Performance Options: - **Cache Settings**: Configure system caching - **Database Optimization**: Database performance settings - **Image Compression**: Optimize image storage and loading - **Session Management**: Optimize user session handling #### Resource Management: - **Memory Usage**: Monitor and optimize memory usage - **Storage Management**: Manage file and data storage - **Network Optimization**: Optimize network performance - **Load Balancing**: Distribute system load effectively ## Best Practices ### Configuration Management #### Setup Guidelines: - **Plan Before Configuring**: Document requirements before starting - **Test Changes**: Test configuration changes in staging environment - **Document Settings**: Keep records of configuration decisions - **Regular Reviews**: Quarterly review of system settings - **Change Management**: Formal process for configuration changes #### Security Best Practices: - **Regular Updates**: Keep system settings current - **Access Control**: Limit who can modify system settings - **Audit Trail**: Monitor configuration changes - **Backup Settings**: Backup configuration before changes - **Security Reviews**: Regular security setting reviews ### Common Mistakes to Avoid #### Configuration Errors: - **Incorrect Timezone**: Wrong timezone causing scheduling issues - **Wrong Currency**: Incorrect currency settings affecting pricing - **Poor Password Policies**: Weak password requirements - **Missing Notifications**: Not configuring important alerts - **Inadequate Backups**: Insufficient backup configuration ## Troubleshooting ### Common Settings Issues #### Configuration Problems: - **Settings Not Saving**: Check permissions and browser issues - **Email Not Working**: Verify SMTP settings and credentials - **Payment Issues**: Check payment gateway configuration - **Time Zone Problems**: Verify timezone settings are correct #### Resolution Steps: 1. **Check Permissions**: Ensure user has settings modification rights 2. **Verify Configuration**: Double-check all setting values 3. **Test Changes**: Test configuration in safe environment 4. **Clear Cache**: Clear browser and system cache 5. **Contact Support**: Get help for complex configuration issues ## Quick Reference ### Essential Settings Checklist - [ ] Organization profile complete - [ ] Timezone and currency configured - [ ] Payment methods enabled - [ ] Tax rates set correctly - [ ] Security policies configured - [ ] Notification preferences set - [ ] Backup settings enabled - [ ] Integration connections tested ### Important Reminders - Test configuration changes before applying - Document configuration decisions - Regular review and update settings - Monitor system performance after changes - Keep backup of configuration settings