Resources

Settings and company defaults

Review saved defaults and access in the shared Settings screen.

Revised:

1. Open shared Settings

Use Settings from the active workspace. Which sections are available depends on your role, workspace and plan.

2. Set company defaults

Review the company details, warehouse sites and the net or gross basis of entered sales prices with the applicable percentage. Save changes and verify them after returning.

3. Review pricing rules

Set partner price levels and any discounts by stock classification or product category. Ensure products have the classifications required to match the rules.

4. Check the effective result

Open a known product and partner catalogue to verify the displayed price and currency. Changing a company default does not mean all historical prices should be silently rewritten.