The System configuration section, found within your Admin module, is where you define the fundamental settings and categories that shape your entire workspace.
Products
The Products setting allows you to build a master catalog of the goods you manufacture, buy, or sell. By defining products here, you ensure consistent naming and data entry across your Purchase Orders, Deliveries, and Processes.
View Products: Clicking the Products tile opens your master list. Here you can review each product's standardised Name, its default Unit of measurement (e.g., Units, Kilograms, Cubic meters), and its HS code.
Add a Product: Click the black + Add new button to create a single new product profile, or click the dropdown arrow next to it to select Bulk add products if you have multiple items to upload. The setup wizard will prompt you to define the core details like Name, Main measurement type, and HS Code.
To learn more about Products, please check out our Products collection.
Materials
The Materials setting is crucial for identifying the raw components or specific species that make up your products. This is particularly important for compliance tracking, where identifying the exact biological origin of a material is required.
View Materials: Clicking the Materials tile opens your master list. This list displays the material's Name, Category (e.g., Wood Species), Common name, and its exact Scientific name.
Add a Material: Click the black + Add new button to define a new material. The setup wizard allows you to specify the Name, Category, Common name, and Scientific name to ensure accurate classification.
To learn more about Materials, please check out our Materials collection.
Document Types
The Document types setting allows you to standardise the categories of paperwork used across your organisation. By defining these types, you ensure that everyone uploading a file (like an invoice or a certificate) classifies it uniformly, which is essential for Rulesets and compliance tracking.
View Document Types: Clicking the Document types tile opens your master list. This list displays the Name of the document category (e.g., Delivery Note, Commercial Invoice) and whether it is marked as Private.
Manage Existing Types: You can hover your cursor over any existing record in the list to reveal the Delete, Archive and Edit icons.
Add a Document Type: Click the black + Add new button to create a new category. An Add document type pop-up will appear, prompting you to:
Enter a Name for the new category (e.g., Forest documents).
Toggle the Private setting on or off. Note: Marking a document type as private will prevent all documents of that type from being shared via link or sent externally.
Click Save to add the new type to your list.
Manage Existing Types: You can hover your cursor over any existing document type in the list to reveal the Edit and Delete icons, allowing you to update the name or privacy status at any time.
Managing Document Types is crucial for the Rulesets to work well!
To learn more about Documents, please check out our Documents collection.
Location Types
The Location types setting helps you categorise the various locations, facilities, and regions within your supply chain (such as a Warehouse, Sawmill, or Paper Mill). Accurately categorising locations is especially important for mapping out the origin and flow of your products.
View Location Types: Clicking the Location types tile opens your master list. This list displays the Name of the location category and indicates its status with checkmarks across three columns: Active, Point of origin, and Downstream.
Manage Existing Types: You can hover your cursor over any existing record in the list to reveal the Delete, Archive and Edit icons.
Understanding Location Attributes: When categorising a location, you can apply specific structural rules to it:
Point of origin: Toggling this on indicates that any location assigned this type is a starting point where raw materials originate from (e.g., Forest or Plantation).
Downstream: Toggling this on designates the location as being further down the manufacturing process. Tagging a location type as downstream will intentionally hide it from your full supply chain view and heatmap displays to keep your upstream origin mapping uncluttered.
Add a Location Type: Click the black + Add new button in the top right corner. An Add location type pop-up will appear where you can enter the Name and easily switch the Point of origin or Downstream toggles on or off before clicking Save.
You can only attach GPS data only to Point of origin type of locations (usually Forest locations).
To learn more about Locations, please check out our Locations collection.
Process Types
The Process types setting allows you to define the various manufacturing or transformational activities that occur within your supply chain (such as Sawing, Moulding, or Production). Categorising these processes helps standardise how you track the conversion of raw materials into finished products.
View Process Types: Clicking the Process types tile opens your master list of active transformation categories. This list simply displays the Name of each process.
Manage Existing Types: You can hover your cursor over any existing process type in the list to reveal the Delete, Archive and Edit icons.
Add a Process Type: Click the black + Add new button in the top right corner to define a new manufacturing activity. An Add process type pop-up will appear where you can enter an optional User defined ID and the Name of the process before clicking Save.
To learn more about Processes, please check out our Processes collection.
Rulesets
Instead of manually checking if a supplier uploaded the right paperwork, you can build Rulesets to automatically enforce those requirements based on the specific context of the trade.
Please check out our Rulesets collection to learn about how to utilise Rulesets.
Custom Field
While the platform comes with a wide range of standard data fields, every supply chain has unique tracking requirements. The Custom fields setting allows you to build personalised data entry points and attach them to specific modules within your workspace, ensuring you can capture any specialised information you need.
View Custom Fields: Clicking the Custom fields tile opens your master list. This list displays the Label (name) of the field, its Type (e.g., Text or Number), and which Modules it is currently active in (e.g., Items, Products, or Locations).
Manage Existing Field: You can hover your cursor over any existing record in the list to reveal the Delete, Archive and Edit icons.
Add a Custom Field:
Click the black + Add new button.
In the pop-up, enter the Field label (the name that will appear to users, like "Location Notes").
Select the Field type. You can choose from Text (for open typing), Checkbox (for simple yes/no tracking), or Number.
Click the Modules dropdown to select where this field should appear. For example, selecting Locations will add this new field to the profile of every location in your system.
Click Save.
Where Do They Appear? Once a custom field is created and assigned to a module, it will automatically populate at the bottom of the creation/edit panel for that specific entity type. For example, if you assigned a custom field to "Locations," you will now see it under an "Additional information" section whenever you add or edit a location's details.
To learn more about how to arrange the table view, please check out our Navigate Tables collection.
Tags
The Tags setting allows you to create visual, colour-coded labels that can be applied to various data records across your workspace. Categorising your data with tags makes it much easier to filter lists and quickly identify key information at a glance.
View Tags: Clicking the Tags tile opens your master list of active labels. This list displays the Name of the tag (e.g., Missing Information) and its assigned Colour.
Manage Existing Tags: You can hover your cursor over any existing tag in the list to reveal the Edit and Delete icons, allowing you to quickly update its name or colour, or remove it entirely.
Add a Tag:
Click the black + Add new button in the top right corner.
In the Add tag pop-up, enter a Name for your new label.
Click the Colour dropdown to select a visual indicator (such as Blue, Green, or Yellow).
Click Save. A green Tag created confirmation message will appear, and the new label will be added to your list.
Where Do They Appear? It will automatically populate at the top the creation/edit panel for all the data records.
Units of Measurement
The Units of measurement setting standardises how you quantify the Materials and Products moving through your supply chain. By keeping these metrics consistent, you ensure accurate volume tracking and reporting across all your Deliveries and Purchase orders.
System vs. Custom Units: When you open the Units of measurement tile, you will see two tabs at the top:
System: This tab contains a master list of pre-defined, standard units built into the platform (such as Cubic meters (m3), Kilograms (kg), and Square meters (m2)).
Custom: This tab houses any bespoke measurement units you have created specifically for your organisation's unique operations.
Add a Custom Unit: If the standard System metrics don't cover your needs, you can easily create a new one:
Click the black + Add new button in the top right corner.
In the Add unit of measurement pop-up, you can assign an optional User defined ID and type in the Name of your custom unit.
Select a Category from the dropdown (such as Volume, Mass, or Area). Note: You must select a category first before you can set a Conversion factor.
Enter the shorthand Symbol for the unit.
Define the Display scale. This determines how many digits after the decimal point will be shown. For example, if you enter "2", a value of 5.726 will automatically be rounded to 5.73.
Click the green Save button to add the new metric to your Custom list.
Countries
The Countries setting allows you to manage the specific nations where your supply chain operates or sources materials from. Tracking these locations at a country level is a critical first step for compliance frameworks like the EUDR, which require geographic Risk Assessments.
View Countries: Clicking the Countries tile opens your active list of geographic regions. This dashboard displays the Country name (with its flag), any associated Tags, the date it was Last risk assessed, and its current Risk level.
Add a Country:
Click the black + Add new button in the top right corner.
In the pop-up, click the dropdown to search for and select the nation you want to add.
Click Save to add it to your master list.
Conduct a Country Risk Assessment: Once a country is added, you can evaluate its compliance risk profile directly from its settings:
Click the hyperlinked name of the country to open its details panel.
Navigate to the Risk assessments tab (the shield icon) in the left-hand menu and click + Add.
Select a risk framework from the Template dropdown (e.g., Country Risk Assessment Template) and click Save.
This will launch a detailed questionnaire where you can evaluate specific indicators.
To learn more about Risk Assessments, please check out our Risk Assessment collection.