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Configuration Map

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Configuration Map

Complete index of all tenant admin configuration areas, organized by category with customization tier indicators.

Configuration Categories

usersUsers & Roles

User management, roles, and permissions

buildingOrganizations

Organization settings and configuration

map-pinLocations

Location types, activities, and bins

shieldPolicies

Channel and inventory policies

dollar-signFinance

Budget codes, GL accounts, payment terms

clipboard-checkCompliance

Compliance rules and audit configuration

plugIntegrations

API keys, webhooks, external systems

fingerprintTrust & Trace

Signal tags, tokenizer, trade networks

Configuration Index

Users & Roles

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Users | TENANT_DEFINED | Manage users within your organization | Users & Roles | | Roles | TEMPLATED_OVERRIDE | Role templates from pack + tenant overrides | Users & Roles | | Permissions | TEMPLATED_OVERRIDE | Permission templates from pack + tenant overrides | Users & Roles | | Role Assignments | TENANT_DEFINED | Assign roles to users (tenant-scoped) | Users & Roles | | People | TENANT_DEFINED | Manage people directory | Users & Roles |

Key Concepts:

  • Roles are scoped: SYSTEM, TENANT, LOCATION (SYSTEM_FIXED)
  • Role templates come from industry packs (TEMPLATED_OVERRIDE)
  • You can create custom roles (TENANT_DEFINED)
  • Permissions follow template + override pattern

Organizations

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Organization Settings | TENANT_DEFINED | Organization name, description, time zone | Organization Settings | | Industry Pack | SYSTEM_FIXED | Industry pack selection (set at creation) | Organization Settings | | Addresses | TENANT_DEFINED | Organization addresses (billing, shipping, etc.) | Organization Settings | | Feature Settings | TEMPLATED_OVERRIDE | Feature flags (lot tracking, expiry tracking, etc.) | Organization Settings |

Key Concepts:

  • Industry pack determines default configurations
  • Feature settings can be overridden per organization
  • Addresses are fully tenant-defined

Locations

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Location Types | TEMPLATED_OVERRIDE | Location types from pack + custom types | Locations | | Location Activities | TEMPLATED_OVERRIDE | Activities supported by location type | Locations | | Bins | TENANT_DEFINED | Storage bins within locations | Locations | | Zones | TENANT_DEFINED | Storage zones within locations | Locations | | Location Hierarchy | TENANT_DEFINED | Parent-child location relationships | Locations |

Key Concepts:

  • Location types come from industry pack templates
  • You can add custom location types
  • Activities are mapped to location types via templates
  • Bins and zones are fully tenant-defined

Policies

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Channel Policies | TENANT_DEFINED | Channel-specific policies (ATP, replenishment, alerts) | Channel Policies | | ATP Policies | TENANT_DEFINED | Available to Promise policies | ATP Policies | | Inventory Policies | TENANT_DEFINED | Inventory-level policies | Channel Policies | | Replenishment Policies | TEMPLATED_OVERRIDE | Replenishment rules (pack defaults + override) | Replenishment Configuration |

Key Concepts:

  • Policies are fully tenant-defined
  • Replenishment strategies may have pack defaults
  • Channel policies are per-channel configurations

Finance Configuration

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Budget Codes | TEMPLATED_OVERRIDE | Budget codes from pack templates + custom | Finance Configuration | | GL Accounts | TEMPLATED_OVERRIDE | General ledger accounts from pack templates + custom | Finance Configuration | | Payment Terms | TEMPLATED_OVERRIDE | Payment terms from pack templates + custom | Finance Configuration | | Payment Methods | TEMPLATED_OVERRIDE | Payment methods from pack templates + custom | Finance Configuration | | Posting Rules | TEMPLATED_OVERRIDE | GL posting rules from pack templates + custom | Finance Configuration |

Key Concepts:

  • Pack provides financial templates (Healthcare, Retail, etc.)
  • You can override templates or create custom values
  • Posting rules map activities to GL accounts

Compliance & Audit

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Compliance Rules | TENANT_DEFINED | Compliance rules and requirements | Audit & Compliance | | Audit Configuration | TEMPLATED_OVERRIDE | Audit settings (pack defaults + override) | Audit & Compliance | | Reason Codes | TEMPLATED_OVERRIDE | Reason codes from pack + custom | Audit & Compliance | | Hold Codes | TEMPLATED_OVERRIDE | Hold codes from pack + custom | Audit & Compliance | | Disposition Codes | TEMPLATED_OVERRIDE | Disposition codes from pack + custom | Audit & Compliance |

Key Concepts:

  • Compliance rules are tenant-defined
  • Reason/hold/disposition codes come from pack templates
  • You can add custom codes where supported

Integrations

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | API Keys | TENANT_DEFINED | API keys for external integrations | Integrations | | Webhooks | TENANT_DEFINED | Webhook endpoints and configuration | Integrations | | External Systems | TENANT_DEFINED | External system connections | Integrations | | Integration Mappings | TENANT_DEFINED | Data mapping for integrations | Integrations |

Key Concepts:

  • All integration configurations are tenant-defined
  • No pack defaults for integrations
  • You configure all API keys and webhooks

Trust & Trace

| Configuration Area | Customization Tier | Description | Page | |-------------------|-------------------|-------------|------| | Signal Tags | TENANT_DEFINED | Signal tag generation and management | Trust & Trace | | Tokenizer | TENANT_DEFINED | Tokenization configuration | Trust & Trace | | Trade Networks | TENANT_DEFINED | Trade network configuration | Trust & Trace | | Digital Assets | TENANT_DEFINED | Digital asset management | Trust & Trace |

Key Concepts:

  • Trust features are tenant-defined
  • No pack defaults for trust features
  • You configure all trust settings

Customization Tier Summary

SYSTEM_FIXED (Cannot Change)

  • Workflow states (ShipmentStatus, StockRequestStatus)
  • RBAC scopes (RoleScope: SYSTEM, TENANT, LOCATION)
  • Billing tiers (PlanTier, BillingMode)
  • Audit actions (AuditAction)
  • Core business logic enums

TEMPLATED_OVERRIDE (Pack Defaults + Override)

  • Location types (from pack templates)
  • Payment terms (from pack templates)
  • GL accounts (from pack templates)
  • Reason codes (from pack templates)
  • Role templates (from pack templates)

TENANT_DEFINED (Fully Customizable)

  • Budget codes
  • Custom attributes
  • Tags
  • Categories
  • API keys
  • Webhooks
  • Channel policies
  • Signal tags

Quick Reference

By Customization Tier

SYSTEM_FIXED:

  • Core workflow states
  • RBAC scopes
  • Billing and plan tiers
  • Audit actions

TEMPLATED_OVERRIDE:

  • Location types
  • Payment terms/methods
  • GL accounts
  • Reason/hold/disposition codes
  • Role/permission templates

TENANT_DEFINED:

  • Budget codes
  • Channel policies
  • API keys/webhooks
  • Custom attributes
  • Signal tags
  • Integrations

Permissions & Roles

This configuration map helps you understand what can and cannot be customized. Refer to specific configuration pages for detailed instructions.