Alpha Docs
ERP ModuleAdministration

System Settings

Configuring system settings in Alpha

System Settings

Configure system-wide settings in Alpha Platform.

Settings Categories

Organization Settings

SettingDescription
Company NameOrganization name
LogoCompany logo
AddressPrimary address
ContactContact information

Regional Settings

SettingDescription
TimezoneDefault timezone
Date FormatDate display format
Number FormatNumber formatting
CurrencyDefault currency

Document Settings

SettingDescription
Invoice PrefixInvoice number prefix
PO PrefixPO number prefix
Number SequenceAuto-numbering
TemplatesDocument templates

Configuring Settings

Accessing Settings

  1. Go to Administration > Settings
  2. Select category
  3. Modify values
  4. Save

Settings Scope

ScopeAffects
GlobalEntire system
SubsidiarySpecific entity
UserIndividual user

Important Settings

Email Configuration

Set up email delivery:

SettingDescription
From AddressSender email
Reply-ToReply address
SMTP ServerEmail server
TemplatesEmail templates

Tax Configuration

Configure tax handling:

SettingDescription
Tax RatesAvailable rates
Default RateDefault tax rate
Tax-InclusivePricing includes tax

Inventory Settings

Configure stock behavior:

SettingDescription
Allow NegativeAllow negative stock
ReservationAuto-reserve on confirm
ValuationFIFO/LIFO/Average

Order Settings

Configure order processing:

SettingDescription
Auto-ConfirmAuto-confirm orders
Payment RequiredRequire payment before ship
Approval ThresholdPO approval amounts

Templates

Document Templates

Customize document appearance:

  • Invoice template
  • PO template
  • Packing slip
  • Quote template

Email Templates

Customize email content:

  • Order confirmation
  • Invoice delivery
  • Shipping notification
  • Payment reminder

Backup & Security

Security Settings

SettingDescription
Password PolicyComplexity requirements
Session TimeoutAuto-logout time
2FA RequirementTwo-factor setup

Data Management

SettingDescription
Data RetentionHow long to keep data
Audit LoggingWhat to log
Backup ScheduleBackup frequency

On this page