Set your workspace defaults

Settings → General holds the defaults new records start from. Only an Administrator or General manager can open it.

Fill it in

Open Settings → General.
Workspace name appears in document headers, exports and admin email subjects.
Workspace logo appears in the sidebar. Upload an SVG, PNG, WebP or JPEG up to 5 MB, at least 64×64 px, square or wide. A transparent background looks best.
Default country is where the business is based.
Default timezone is the time everyone reads unless they chose their own. Changing it moves everyone who is still following it. People who picked a zone themselves stay where they are.
Default legal entity is stamped on new documents and purchase orders when nobody picks one.
Product locales are the languages product copy, channel exports and custom units are written in. The default one is shown first when you edit.
Primary production workflow is Batch (manufacture into stock) or Made to order. Switching does not migrate existing orders.
Default paper format is A4 or Letter, for printed invoices, delivery notes, packing lists and label sheets. A thermal label roll ignores it.
Number format, Default clock and Week starts on set how numbers, time and “This week” read for everyone who has not chosen their own.
Click Save changes.

Audit log retention sets how far back the change journal reaches before older entries move to the archive. Your plan sets a ceiling. See See who changed what.
Switches for lots, repairs and multi-level production. See Turn optional features on or off.
Go-live, at the bottom. See Use the go-live checklist.