System Settings¶

Configure your company profile, tax rules, inventory locations, and production settings.

What You'll Learn¶

• How to set up your company information and logo
• How to configure sales tax
• How to customize quote defaults and business hours
• How to organize inventory with locations
• How to define scrap reasons for production tracking

Prerequisites¶

• Admin access to FilaOps

Company Settings¶

Navigate to Settings > Company Settings in the sidebar. This is the central configuration page for your business profile.

Company Logo¶

Your logo appears on quotes, invoices, and the login page.

To upload a logo:

Step 1. Click Upload Logo (or Change Logo if one is already set).

Step 2. Select an image file. Supported formats: PNG, JPEG, GIF, or WebP. Maximum file size: 2 MB.

Step 3. The logo appears immediately in the preview area.

To remove a logo: Click the red X button on the preview to delete it.

Company Information¶

Fill in your business details. These appear on customer-facing documents like quotes and invoices.

Tax Settings¶

Control whether FilaOps calculates sales tax on quotes and orders.

Step 1. Check Enable sales tax on quotes to turn on tax calculation.

Step 2. Configure the tax details:

Quote Settings¶

Customize the default values for new quotes.

Business Hours¶

Define your standard operating hours. These are used for scheduling calculations in production planning.

Version and Updates¶

At the bottom of the settings page, you can see:

• Current Version — The version of FilaOps you're running
• Latest Version — The most recent release available
• Check for Updates — Click to check if a newer version is available
• View Release Notes — Opens the changelog for the latest release

Saving¶

Click Save Settings at the bottom of the page to apply all changes. Changes take effect immediately.

Inventory Locations¶

Navigate to Settings > Locations in the sidebar to organize your physical storage spaces.

Why Use Locations?¶

Locations help you track where inventory is physically stored. When you receive materials or move stock, you can specify the location. This is especially useful for farms with multiple storage areas, shelves, or staging zones.

Location Types¶

Viewing Locations¶

The table shows all locations with their Code (monospace), Name, Type (color-coded badge), Parent location (if nested), and Status (Active or Inactive).

Check Show inactive locations to include deactivated locations in the list.

Creating a Location¶

Step 1. Click + Add Location.

Step 2. Fill in the fields:

Step 3. Click Create.

Organizing with Parent Locations¶

Locations can be nested to reflect your physical layout:

Warehouse: MAIN
├── Shelf: SHELF-A
│   ├── Bin: BIN-A1
│   └── Bin: BIN-A2
├── Shelf: SHELF-B
└── Staging Area: STAGING

When creating a location, select a Parent Location to nest it. The parent's code appears in the table for easy reference.

Editing and Deactivating¶

• Click the Edit (pencil) button to update a location's name, type, or parent.
• Click the Delete (trash) button to deactivate a location. Deactivated locations are hidden by default but preserved for historical records.
• The MAIN location cannot be deleted — it's the system default.
• Click the Reactivate (refresh) button on an inactive location to bring it back.

Scrap Reasons¶

Navigate to Settings > Scrap Reasons in the sidebar to define the failure modes tracked when scrapping production orders.

What Are Scrap Reasons?¶

When a production order fails and material must be scrapped, FilaOps asks for a reason. These reasons help you identify recurring problems and improve your processes over time. Common examples: print failure, material defect, operator error, equipment malfunction.

Viewing Scrap Reasons¶

The table shows each reason with its Order (sort sequence), Code, Name, Description, and Status (Active or Inactive).

Creating a Scrap Reason¶

Step 1. Click + Add Scrap Reason.

Step 2. Fill in the fields:

Step 3. Click Create.

Editing and Toggling¶

• Click the Edit (pencil) button to change the name, description, or sort order. The code cannot be changed after creation.
• Click the X button to deactivate a reason, or the checkmark button to reactivate it. Inactive reasons don't appear in the scrap dropdown.

Tips and Best Practices¶

• Complete your company info first — This information appears on quotes and invoices. Fill it in during initial setup before sending your first quote.
• Set up locations before receiving inventory — Define at least your main storage areas so you can track where materials go from day one.
• Use descriptive location codes — Codes like "WH-A-SHELF-3" are easier to work with than "LOC001". Keep them short but meaningful.
• Start with a few scrap reasons — You can always add more later as you identify new failure modes. Common starting set: print failure, material defect, wrong settings, equipment fault.
• Review settings after updates — New FilaOps versions may add settings. Check the company settings page after each update.

What's Next?¶

• Your First Day — initial setup walkthrough that references these settings
• Managing Your Product Catalog — products and BOMs that reference locations
• Tracking Inventory — using locations for stock management
• Running Production — scrap reasons in the production workflow
• Basic Accounting — tax settings affect accounting reports

Quick Reference¶