Organisation
Settings › Organisation holds what the whole account behaves by: the currency it reports in, the country it is registered in, how often it talks to your channels, and the units weights and dimensions are shown in. Saving anything here takes effect immediately.
Currency and country
The country is where the business is registered. It suggests tax rates and it chose your currency when you signed up; it decides nothing on its own afterwards.
The currency is what your catalogue is priced in and what reports are in. Orders always keep the currency they were sold in and record their own exchange rate when converted.
Changing the currency offers two things, and the difference matters:
- Convert prices. Every priced item is rewritten at a quoted rate, and the rate and its source are recorded. Converted amounts land where the arithmetic puts them - 51.84 rather than a round number - so they are worth reviewing afterwards.
- Change the label only. Every amount stays exactly as it is and the currency beside it changes. Only sensible when nothing priced so far is real.
How often it syncs
How often this system talks to your shops and marketplaces on its own. The cadence comes with your plan, and the screen says what your plan includes. Pressing a button on a connection is never held back by it: the cadence governs the automatic sweeps, not you.
Measurement units
Metric - kilograms and centimetres - or imperial - pounds and inches. It changes how weights and dimensions are shown and how they are read back from forms. Nothing stored changes, so it is safe to switch at any time.
VAT rates
Settings › VAT rates holds the rates you sell at, each with a name you choose - Standard, Reduced, Zero - and a percentage. One is marked Give this to new products and every new product gets it. Each rate shows how many products carry it, and a product's rate applies to all its variants.
Safety details
Settings › Safety details. Who made a product and who answers for it in the EU. Required on EU listings since 13 December 2024: a listing without it is refused or taken down.
- Press Add safety details.
- Name the set, usually after the supplier. Only you see the name; it is how you pick it on a product.
- Fill in the manufacturer: company, street, town, postcode and a two-letter country.
- Fill in the responsible person in the EU when the manufacturer is outside it. Leave the whole block empty when they are inside it - half of one is refused, because half an answer fails at the channel.
- Tick the safety warnings that apply. The list comes from your sales channels, which accept only warnings from their own list, so these are the channel's words rather than yours. Check for new ones re-reads it.
- Tick any safety symbols. Most products need none.
- Save, then point products at the set from the product screen.
A warning a channel no longer offers is marked as such rather than left to be refused later: a listing carrying it will be rejected, so it should be removed and replaced from the current list.
Warehouses
Settings › Warehouses. Each has a short code printed on picking lists, which cannot be changed once created, a name, a telephone number a carrier can ring, and an address. A marketplace or a carrier needs a street and a postcode before it will accept somewhere as a place to ship from.
One is the default: it is where imports count stock in and what a new product uses. Warehouses are archived rather than deleted, and the default one cannot be archived until another takes its place. See Stock for bins and how a pick list uses them.
People
Settings › People lists everybody who can get into the organisation, with their role and when they joined.
- Invite someone takes an email address and a role and sends a link that works once.
- Edit changes a person's name, phone and role. A role takes effect as soon as it is saved. An email address is what a password reset goes to, so it is not something one person can change for another.
- Remove ends their access immediately. An organisation must keep at least one owner.
- Pending invitations can be revoked before they are accepted.
Roles
A role is a set of permissions rather than a job title. A person who may pick a parcel does not have to be a person who may see a customer's telephone number.
| Role | For |
|---|---|
| Owner | Everything, including billing and closing the account. |
| Admin | Everything day to day: people, connections, catalogue, orders. |
| Manager | The catalogue, orders, stock and publishing. |
| Warehouse manager | Stock, warehouses, picking, packing and returns. |
| Picker | Pick lists and the tasks on them. |
| Packer | Packing, parcels and dispatch. |
| Accountant | Orders, money and reports, without changing the catalogue. |
| Read only | Sees, changes nothing. |
Jobs
Settings › Jobs is everything your connected stores have been doing: catalogue imports, order imports, stock pushes, listing updates, picture copies, exports and bulk edits. Each row says which store, what state it is in, how many items it has handled and how long it took.
Opening a run shows the items it could not do, with the channel's own reason beside each: refused by the store, not in your catalogue, left out, did not complete, or - on a reconciliation - the store was out of step and has been corrected. A run that was a preview says so and sent nothing.
A queued run can be cancelled. One that has started cannot: it is already talking to the channel, and pretending otherwise would leave a half-finished import looking abandoned.
Activity and failures
Settings › Logs has two views. Everything is the audit trail: who did what, when, from where, and what changed. Failures is anything that went wrong on our side, each with a reference.
That reference is the one shown in an error message. Pasting it into Reference finds the failure it belongs to. A refusal that already told you why - a permission, a plan limit, a value that needed fixing - is an answer rather than a fault and is not filed here; the reference is still the right thing to send us.
Deleting data
Settings › Delete data. Each of these asks for the organisation's name before it will run.
- Empty the catalogue. Deletes every product, variant, barcode and picture, permanently. It exists so an import can be tried again from nothing: the SKUs become free to use again, which archiving does not do.
- Empty the order book. Deletes every order, its lines and its promises, and hands the reserved stock back, so availability returns to what is physically there. Order numbers carry on from where they were, because a number that has been on a customer's confirmation must never be handed out twice.
- Close this account. Everything stops: no orders come in, nothing is sent to your shops, nobody can sign in. Nothing is deleted today - your data is kept for the retention window and you can reopen the account yourself at any point in it.