Overview

Use Settings to manage company, inventory, and admin controls.

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Settings contains account settings, billing controls, built-in and custom insight settings, costing controls, inventory policy, and admin governance controls.

Areas in Settings

  • Home: company profile, plan, and billing details
  • Insights: account-wide manual Stock edit settings and optional custom rules
  • Costing & overhead: optional predetermined overhead rate for sales-order costing estimates
  • Inventory policies: SKU and barcode defaults for stock operations
  • Admin: users, roles, events, and support request triage for your workspace
  • Help & onboarding: quick links to Getting started and in-app support requests

Common actions

Home

  • Update company/profile details
  • Confirm the account country used for company and document addresses
  • Choose the Home currency default for general use
  • Confirm the inventory valuation currency used for inventory costing
  • Review current plan and billing status
  • Review free setup and start the 14-day live trial when ready
  • Change the self-serve plan before billing starts
  • Open Stripe billing once paid billing is active

Personal preferences such as Theme and Appearance are changed from the user profile menu. The signup owner can also open Privacy controls there to review or withdraw optional advertising-measurement permission; see Privacy controls. Control Centre channel visibility stays in the Control Centre itself.

Home currency

Home currency is the account-wide default for general use, separate from Inventory valuation currency. It supplies general currency dropdowns, new manual orders, supplier and purchase-order defaults, and new listing drafts where a currency is not already specified. Supplier-specific and marketplace currency rules still take precedence where applicable. Existing transactions and drafts retain their saved currencies; saving an existing draft without a currency keeps its recorded currency rather than applying the new default.

Stock suggested-price displays, catalogue feeds and Discogs Stock price inputs use Home currency as their current pricing context. Stock sale prices are saved as numeric amounts, not per-item currency snapshots. Changing Home currency changes that default/display context; it does not convert or rewrite Stock prices, transactions, inventory costs, published listings or stored CSV batches. Review prices before using them with a different selling currency.

Home currency remains editable after inventory costing starts. On initial introduction, and when a new account is created, it starts with the account's confirmed inventory valuation currency; the two settings are independent after that. For Discogs Quicklister, set Home currency to match Listing Currency in your Discogs Seller Settings. ChannelWeave cannot verify or change that external setting.

Inventory valuation currency

The inventory valuation currency is separate from Home currency and order, purchase-order and Listing currencies. It can be changed before inventory costing activity begins; after that, ChannelWeave locks it to protect historic valuation consistency. Supported operational currencies are GBP, EUR, USD, AUD, CAD, JPY, CHF, SEK, NOK, and DKK. Amounts always retain and show their currency code; ChannelWeave does not convert between them unless an explicit purchasing conversion rate is recorded. Matching purchase and valuation currencies use a fixed rate of 1; cross-currency purchase orders never receive an implicit 1:1 rate.

The company address supports international Unicode text. Country is always required. A UK company address requires a valid UK postcode when address fields are entered; postal code remains optional for countries that do not use one.

Insights

  • Set the built-in manual Stock edit warning/failure thresholds and measurement window
  • Create operational threshold rules for your business
  • Preview a rule before saving it
  • Pause, resume, or delete a custom rule

Tax codes

Open Settings → Tax codes to create account-specific labels and percentage rates for Stock defaults, manual sales and purchase lines. Recorded transaction rates are preserved when an account rate changes. See Tax codes for inactive codes, purchase-line edits and the manual tax-recording boundary.

Costing & overhead

  • Enable an optional overhead allocation for sales-order costing
  • Choose whether the rate is allocated by orders, units sold, or net revenue
  • Keep the estimate outside live prices and order totals

Inventory policies

  • Configure SKU and barcode defaults
  • Test policy impact before saving
  • Use stock-group overrides when required

Admin

  • Manage users and access
  • Create and maintain roles
  • Review admin/system events
  • Triage lightweight support requests for the current workspace

Help & onboarding

  • Re-open Getting started guidance for setup/handover
  • Once setup is complete, the action reads Review getting started and opens the permanent guidance plus a compact completion confirmation
  • Ask the ChannelWeave team from inside the app if the AI assistant and docs do not unblock the next step