Configuration Map
Complete index of all tenant admin configuration areas, organized by category with customization tier indicators.Configuration Categories
Users & Roles
User management, roles, and permissions
Organizations
Organization settings and configuration
Locations
Location types, activities, and bins
Policies
Channel and inventory policies
Finance
Budget codes, GL accounts, payment terms
Compliance
Compliance rules and audit configuration
Integrations
API keys, webhooks, external systems
Trust & 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 |
- 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 |
- 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 |
- 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 |
- 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 |
- 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 |
- 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 |
- 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 |
- 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/entitlement tiers
- Audit actions
- Location types
- Payment terms/methods
- GL accounts
- Reason/hold/disposition codes
- Role/permission templates
- Budget codes
- Channel policies
- API keys/webhooks
- Custom attributes
- Signal tags
- Integrations