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Overview

Site Settings allows you to manage and customise your platform to suit your unique business requirements. This section is your central hub for configuring the essential details that shape how your site functions and appears across all business areas.

Quick Check - Before You Start
  • Confirm you have Site Settings access (typically Administration permissions in Roles & Permissions).
  • Identify which modules you are about to change (Company, Order, Style, Portal, and so on) and who will be affected.
  • Plan a short communication or rollout note if the change alters defaults, supplier visibility, or compliance behaviour.

Key Features

Company Settings

  • Company Information: Establish your company's name, address, and contact details.
  • Branding: Upload your company logo and favicon to personalise the platform.
  • Tax Settings: Configure the tax rules applicable to your business.
  • Default Values: Set up system-wide defaults to streamline operations.

Order Management

  • Workflow & Compliance: Define rules for processing orders and ensuring compliance.
  • Supplier Management: Configure how suppliers access and view information.
  • Automation: Set up automatic folder creation and default values to save time.
  • Department Configuration: Manage the different departments within your organisation.
  • Pack Settings: Define how your products are packaged for orders.

Style Management

  • Brand Settings: Establish specific parameters for each of your brands.
  • Colour Management: Configure colour options, palettes, and specifications.
  • Style Types: Define and manage different categories for your styles.
  • Gender Settings: Set up options specific to different genders.
  • Specifications: Manage and create templates for style specifications.

Portal Configuration

  • Critical Path Display: Control how timelines and key milestones are displayed.
  • Pricing Display: Customise how prices appear to suppliers and partners.
  • B2B Portal Settings: Configure the interface for your business-to-business portal.
  • Supplier Access: Manage what information and functions suppliers can access.

Document Management

  • Automatic Folder Creation: Set up rules for the automatic organisation of documents.
  • Version Control: Configure how different versions of documents are managed.
  • File Storage: Manage your file storage solutions and locations.
  • Template Management: Create and manage templates for various documents.

Sales & Costing

  • Payment Settings: Configure deposit requirements and payment instructions.
  • MOQ Settings: Set Minimum Order Quantities and acceptable tolerances.
  • Pricing Rules: Establish rules for automatic price updates and adjustments.
  • Terms & Conditions: Manage your sales terms and usage policies.

Compliance & Licensing

  • Licence Management: Enable or disable licensing features as required.
  • Compliance Workflows: Set up automated workflows for compliance checks.
  • Audit Settings: Configure settings for tracking and logging system-wide changes.
  • Document Requirements: Define which documents are mandatory for compliance.

Claims Processing

  • Default Managers: Assign default managers to handle incoming claims.
  • Claim Types: Configure the different types of claims your business handles.
  • Workflow Rules: Define the process for how claims are reviewed and resolved.
  • Documentation: Set up the documentation required for submitting a claim.

Shipping Configuration

  • Quantity Display: Configure how shipping quantities are displayed on documents.
  • Document Generation: Set up templates for generating shipping documents.
  • Tracking Options: Configure options for tracking shipments.
  • Automation Rules: Create automation rules for your shipping workflows.

Planning Tools

  • Document Organisation: Configure how planning documents are structured and stored.
  • Workflow Settings: Set up rules and stages for your planning processes.
  • Automation: Configure automatic task creation to streamline planning.
  • Template Management: Manage templates for your planning documents.
Best Practices

  1. Streamline Data Entry with Defaults: Make use of the Default Values settings in various modules, such as assigning default managers for claims or setting up standard tax rules. This pre-populates common fields, which not only speeds up day-to-day data entry but also significantly reduces the risk of manual errors.

  2. Standardise Processes with Templates: Leverage the template management features for Style Specifications, Documents, and Planning. By creating and enforcing the use of standardised templates, you ensure consistency across different teams and projects, saving time and making information easier to manage.

  3. Regularly Audit User Permissions: Periodically review the roles and permissions assigned to users. As team members change roles or leave the company, it's crucial to update their access rights to prevent unauthorised access to sensitive data and maintain system security. This is especially important for managing supplier and B2B portal access.

Troubleshooting

Why can I not see or change a Site Settings area?

Your user account may lack Site Settings or module-level permissions. Some screens are also gated by licence or feature flags.

Steps to resolve:

  1. Ask an administrator to confirm your role under Site Settings › Company › Roles & Permissions.
  2. Verify the related module (for example Order, Style, Compliance) is enabled for your organisation.
  3. Sign out and back in after permission changes so updated access applies.
We changed a default or mandatory field setting—why are old records unchanged?

Many Site Settings apply to new records only. Existing styles, orders, or costings are not retroactively rewritten when you change defaults or mandatory rules.

Steps to resolve:

  1. Re-read the setting description on the relevant page to confirm whether it affects new items only.
  2. For existing records, update fields manually or use the product’s bulk or import tools where available.
  3. Document the effective date of the change for your team so data entry expectations stay aligned.
A supplier or portal user sees different data after we changed Site Settings—what should we check?

Portal and supplier visibility is controlled by a combination of Portal settings, Roles & Permissions, and record-level sharing. A change in one area can change what external users see without altering the underlying record.

Steps to resolve:

  1. Review Site Settings › Portal › General Settings for pricing and critical path visibility.
  2. Confirm the user’s portal role and any customer or supplier linkage in Company settings.
  3. Check whether the record was re-shared or whether caches or browser sessions need a refresh after the change.

Support

If you need assistance with Site Settings, you can:

  • Submit a support ticket.
  • Contact our technical support team via our contact page.

Last updated: 6th of August 2025