Preferences are organization-wide configuration values that apply to all users. Administrators set them once in the Admin Center: click your organization name at the bottom of the sidebar → Manage Organizations → your organization → Preferences, then click Update. Individual fields are described below by section, in the order they appear on the page.
| Setting |
Description |
| Currency |
The organization’s base currency. Used as the reference for all exchange rate conversions and internal cost calculations. Set from the organization’s active currencies. |
| Number format |
How numeric values are displayed in the UI and on documents. Options: 1,234,567.89, 1.234.567,89, 1 234 567.89, 1 234 567,89, 1234567.89, 1234567,89. |
| Date format |
Display format for dates throughout the application. |
| Time format |
12-hour or 24-hour clock display. |
| Paper size |
Page size for printed documents: A4, Letter, Legal, or Tabloid. |
| Language |
The organization’s default language: English, Japanese, or Vietnamese. Individual users can override this in their profile. |
| Time Zone |
Organization’s local time zone. Used to timestamp document creation, scheduler runs, and audit entries. Individual users can override this in their profile. |
These settings control how product data from the Library is mapped to Inventory Item fields when Push to Item is run.
| Setting |
Description |
| Name with Product |
Which product field becomes the item name: Designation (the product’s full description) or Number (the manufacturer article number). |
| Order code with Product |
Which product field becomes the item’s vendor order code: Designation, Number, or Order code (from the product’s ISO 13399 data). |
| Default internal category |
The internal category automatically assigned to newly synced items when no category is specified. Optional. |
| Setting |
Description |
| Item Locations |
Show empty Favorites Locations: when checked, an item’s locations list also shows every storage location that has a stock rule for the item, even when it holds zero stock. Useful for guided putaway to fixed slots. |
| Inventory Scheduler |
How often the Inventory Scheduler automatically checks stock rules and generates purchase requests. Options: Off, Daily, Weekly, Monthly. It runs at the last minute of the period in local time. Click Run to run it now. See How automatic replenishment works. |
| Restrict storage locations base on item condition and stock rules |
Two checkboxes. Purchase Restock: when checked, a purchase restock can only put an item into a location that has a stock rule for it with a matching condition (Brand new or Unused; Refurbished or Unused for service orders). Return List: when checked, a return can only put an item into a location that has a stock rule for it with the condition Used, For service, or For scrap. When unchecked, any location in the warehouse access point can be chosen. |
| Setting |
Description |
| Transaction Item |
Which item statuses can be added to a purchase order. Released and Active, Released, Active, and Will obsolete, or All Items except Draft. |
| Automatic Purchase |
What is created automatically when a purchase order is confirmed. Purchase Receipt & Purchase Restock creates both. Purchase Receipt skips the Restock. Purchase Restock skips the Receipt. Off creates neither. See How automatic replenishment works. |
| Locked Confirmed Orders |
When checked, purchase orders are locked automatically when they are confirmed, so they cannot be edited. Protects sent orders from accidental changes. |
| Service Orders |
Automatic creating Service Pick: when checked, confirming a service order automatically creates the service pick for its items. |
| Purchase Order rules are stock rule with selected item conditions |
Which stock rules the Inventory Scheduler uses to generate purchase orders. Brand new uses only stock rules for Brand new items; Unused uses stock rules for Brand new, Refurbished, and Unused items. |
| Setting |
Description |
| Central Tool Assemblies Library |
The tool assembly statuses included in the organization’s tool library and in exports to CAM software. |
| Setting |
Description |
| Pickable Cutting Edge Conditions |
The cutting edge conditions a tool’s cutting edges must be in for the tool to be picked into a machine on a picklist or tool transfer. |
| Incomplete Tools |
Allow picking incomplete tools into a Machine: when unchecked, only tools whose cutting edges are all complete can be picked. |
| Restrict what can be picked based on machine interfaces |
Tool: when checked, only tools that fit the destination machine’s interface can be picked or transferred to it, and a job’s operations only offer tool assemblies that fit the job’s machine. |
| Tool Auto-update when |
Validate Stock Moves: when checked, validating a pick, return, or scrap updates the tool’s completeness and each cutting edge’s current index, usage life, and condition. |
