Configuration

After installation, configure the Alpha Platform to match your organization's needs.

Organization Setup

Company Information

Navigate to Administration > Settings > Organization:

1. Enter your company name
2. Upload company logo (recommended size: 200x50px)
3. Set default timezone
4. Configure regional settings (date format, number format)

Subsidiary Configuration

For multi-entity organizations, set up subsidiaries:

1. Go to Administration > Subsidiaries
2. Click Add Subsidiary
3. Enter subsidiary details:
   • Name
   • Legal entity information
   • Address
   • Tax identification numbers
4. Configure subsidiary-specific settings

User Management

Creating Users

1. Navigate to Administration > Users
2. Click Invite User
3. Enter user details:
   • Email address
   • Name
   • Role assignment
   • Subsidiary access
4. Send invitation

Role Assignment

Alpha uses role-based access control (RBAC):

Inventory Configuration

Stock Sites

Set up your warehouse locations:

1. Go to ERP > Stock Sites
2. Click Add Stock Site
3. Configure:
   • Site name and code
   • Address
   • Associated subsidiary
   • Default picking/receiving settings

Units of Measure

Define product units:

1. Navigate to ERP > Product Units
2. Add units (e.g., pieces, boxes, pallets)
3. Set conversion factors between units

Product Setup

Categories

Create your product category hierarchy:

1. Go to ERP > Categories
2. Create parent categories (e.g., "Raw Materials", "Finished Goods")
3. Add subcategories as needed

Initial Products

Import or manually create products:

1. Navigate to ERP > Products
2. Click Add Product or Import
3. Fill in required fields:
   • SKU (unique identifier)
   • Name and description
   • Category
   • Unit of measure
   • Pricing information

Financial Configuration

Payment Terms

Set up payment terms for invoicing:

1. Go to Administration > Settings > Payment Terms
2. Add terms (e.g., "Net 30", "Due on Receipt")
3. Set default terms for new clients

Tax Configuration

Configure tax rates:

1. Navigate to Administration > Settings > Tax
2. Add tax rates for your jurisdictions
3. Set default rates by category or product

Integration Settings

Email Configuration

Configure email notifications:

1. Go to Administration > Settings > Email
2. Set up SMTP or email service integration
3. Customize email templates for:
   • User invitations
   • Order confirmations
   • Invoice delivery

API Access

For integrations:

1. Navigate to Administration > API Keys
2. Generate API keys for external systems
3. Configure webhook endpoints if needed

Verification Checklist

Before going live, verify:

• Organization information is complete
• All subsidiaries are configured
• Users have been invited and roles assigned
• Stock sites are set up
• Product categories exist
• At least one product is created
• Payment terms are configured
• Email notifications are working

Next Steps