System Settings¶

Configure your company profile, regional formats, tax rules, pricing, inventory locations, production settings, and integrations.

What You'll Learn¶

• How to set up your company information and logo
• How to configure regional and currency settings
• How to set up sales tax (flat rate and named multi-rate)
• How to customize quote defaults
• How to set business hours for production planning
• How to configure dispatch behavior for the Command Center
• How to organize inventory with locations
• How to define scrap reasons for production tracking
• Where to find AI and integration settings

Prerequisites¶

• Admin access to FilaOps

Company Settings¶

Navigate to Admin > Settings in the sidebar to reach the central configuration page for your business profile.

Company Logo¶

Your logo appears on quote PDFs and invoices.

To upload a logo:

1. Click Upload Logo (or Change Logo if one is already set).
2. Select an image file. Supported formats: PNG, JPEG, GIF, or WebP. Maximum file size: 2 MB.
3. The logo appears immediately in the preview area once uploaded.

To remove a logo: Click the red × button overlaid on the logo preview. A confirmation prompt will appear.

Company Information¶

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

Regional Settings¶

The Regional Settings section controls how currency amounts, numbers, and dates are formatted across the entire application. Changes take effect immediately after saving — no page reload required.

Tax Settings¶

The Tax Settings section has two parts: a global switch that adds a default tax rate to new quotes, and a named Tax Rates list for multi-rate environments (GST + QST, multiple VAT bands, etc.).

Default Tax Toggle¶

1. Check Enable sales tax on quotes to turn on tax calculation for new quotes.
2. When enabled, three additional fields appear:

Named Tax Rates¶

The Tax Rates card lets you define multiple named rates (for example, GST at 5% and QST at 9.975%). When two or more active rates exist, the quote form shows a dropdown so the operator can choose the applicable rate for each quote.

To add a named tax rate:

1. Enter a Name (e.g., GST) and a Rate (%) (e.g., 5.0) in the inline form at the bottom of the Tax Rates card.
2. Optionally check Default to make this rate pre-selected on new quotes.
3. Click Add Rate.

To manage existing rates:

• Click Set default on any non-default rate to make it the pre-selected choice.
• Click Remove to deactivate a rate. Deactivated rates no longer appear in the quote dropdown but are preserved for historical reference.

Quote Settings¶

Customize the default values applied to every new quote.

Pricing¶

The Pricing section sets the default target margin used by the Suggest Prices tool on the Items page.

Business Hours (Production Operations)¶

These hours apply to non-printer work centers (post-processing, packing, quality inspection). They drive lead-time estimates in production planning.

Dispatch Settings¶

The Dispatch Settings section controls how the Command Center assigns work to idle printers.

AI Configuration¶

The AI provider setup (Anthropic Claude, Ollama) has moved to Admin > Integrations. The Company Settings page shows a signpost with a direct link to the new location. See Integrations below.

Version and Updates¶

The Version & Updates card shows your current FilaOps version and lets you check for newer releases.

Saving¶

Click Save Settings at the bottom of the page to apply all changes in the form. The changes take effect immediately — no page reload required.

Inventory Locations¶

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

Why Use Locations?¶

Locations let you track exactly where inventory is physically stored. When you receive materials or adjust stock, you can record the specific 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 code (if nested), and Status (Active or Inactive).

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

Creating a Location¶

1. Click Add Location.
2. Fill in the fields:

1. Click Create Location.

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

The parent's code is shown in the Parent column for easy reference.

Editing and Deactivating¶

• Click the pencil icon to update a location's name, type, or parent.
• Click the trash icon on an active location to deactivate it. A confirmation prompt appears. Deactivated locations are hidden by default but preserved for historical records.
• The MAIN location cannot be deactivated — it is the system default warehouse.
• Click the refresh icon on an inactive location to reactivate it.

Scrap Reasons¶

Navigate to Admin > 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. Capturing this data consistently lets you identify recurring problems and improve your processes over time.

Common examples: Nozzle Clog, Warping / Bed Adhesion, Material Defect, Wrong Settings, Equipment Fault.

Viewing Scrap Reasons¶

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

Creating a Scrap Reason¶

1. Click Add Reason.
2. Fill in the fields:

1. Click Create Reason.

Editing and Toggling¶

• Click the pencil icon to update the name, description, or sort order. The code cannot be changed after creation.
• Click the circle-slash icon on an active reason to deactivate it (it will no longer appear in the scrap dropdown).
• Click the checkmark icon on an inactive reason to reactivate it.

Integrations¶

Navigate to Admin > Integrations in the sidebar to configure third-party connections.

AI Assistant¶

The AI Assistant card configures the AI provider used for features like invoice parsing. API keys are encrypted at rest. Two providers are supported:

Tips and Best Practices¶

• Complete company info first — This information appears on quotes and invoices. Fill it in before sending your first quote.
• Set up locations before receiving inventory — Define at least your main storage areas so you can track where materials land 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 add more as you identify new failure modes. A common starting set: nozzle_clog, warping, material_defect, wrong_settings, equipment_fault.
• Keep auto-dispatch OFF until you trust the ranking — Run the Command Center in manual mode for a while to confirm that job suggestions match your expectations before enabling auto-dispatch.
• Review settings after upgrades — 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¶