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System Preferences ​

System Preferences configure global system behavior, defaults, and operational settings that affect how the entire ERP system operates.

Overview ​

System Preferences enable you to:

  • Set operational defaults
  • Configure system behavior
  • Define business rules
  • Manage feature toggles
  • Set performance options
  • Control system limits

Accessing System Preferences ​

Navigate to Settings → System Preferences or Settings → General → System Preferences from the main menu.

General Settings ​

Application Settings ​

General System Settings

Application:
├─ Application Name: [Angage ERP]
├─ Environment: [Production ▼]
├─ Version: 2.5.0
└─ Instance ID: inst_abc123...

Session Settings:
├─ Session Timeout: [30] minutes
├─ Maximum Sessions per User: [3]
├─ [x] Warn before timeout (5 min)
├─ [x] Allow "Remember Me"
└─ Remember Me Duration: [30] days

Login Settings:
├─ Maximum Login Attempts: [5]
├─ Lockout Duration: [30] minutes
├─ [x] Show CAPTCHA after [3] failed attempts
└─ [x] Send email on account lockout

[Save General Settings]

Default Values ​

System Defaults

Sales Defaults:
├─ Default Payment Terms: [Net 30 ▼]
├─ Default Tax Code: [Standard Rate ▼]
├─ Default Sales Rep: [None ▼]
├─ Default Price List: [Standard ▼]
├─ Quote Validity: [30] days
└─ Order Confirmation: [x] Auto-send

Purchase Defaults:
├─ Default Payment Terms: [Net 30 ▼]
├─ Default Ship Method: [Standard ▼]
├─ PO Approval Required: [x] For amounts > $[1,000]
├─ Default Buyer: [None ▼]
└─ Receive into Location: [Main Warehouse ▼]

Inventory Defaults:
├─ Default Warehouse: [Main Warehouse ▼]
├─ Default Unit of Measure: [Each ▼]
├─ Costing Method: [Weighted Average ▼]
├─ Track Serial Numbers: [ ]
└─ Track Lot Numbers: [ ]

[Save Defaults]

Feature Configuration ​

Feature Toggles ​

Feature Configuration

Sales Features:
├─ [x] Enable Quotes
├─ [x] Enable Invoicing
├─ [x] Enable Credit Notes
├─ [x] Enable Returns
├─ [ ] Enable Subscriptions
└─ [ ] Enable Point of Sale

Purchase Features:
├─ [x] Enable Purchase Orders
├─ [x] Enable Bills
├─ [x] Enable Three-Way Match
├─ [ ] Enable Purchase Requisitions
└─ [ ] Enable Vendor Portal

Inventory Features:
├─ [x] Multiple Locations
├─ [x] Stock Transfers
├─ [x] Stock Adjustments
├─ [ ] Kit/Assembly Management
├─ [ ] Serial Number Tracking
└─ [ ] Lot/Batch Tracking

CRM Features:
├─ [x] Lead Management
├─ [x] Opportunity Pipeline
├─ [x] Activity Tracking
├─ [ ] Campaign Management
└─ [x] Email Integration

[Save Feature Settings]

Module Settings ​

Module Configuration

Enabled Modules:
┌────────────────────────────────────────────────────────────────┐
│ Module         │ Status  │ License │ Configuration            │
├────────────────────────────────────────────────────────────────┤
│ Sales          │ ✓ Active│ Core    │ [Configure]              │
│ Purchase       │ ✓ Active│ Core    │ [Configure]              │
│ Inventory      │ ✓ Active│ Core    │ [Configure]              │
│ Finance        │ ✓ Active│ Core    │ [Configure]              │
│ CRM            │ ✓ Active│ Add-on  │ [Configure]              │
│ Warehouse      │ ✓ Active│ Add-on  │ [Configure]              │
│ Customer Portal│ ✓ Active│ Add-on  │ [Configure]              │
│ Reports        │ ✓ Active│ Core    │ [Configure]              │
└────────────────────────────────────────────────────────────────┘

[Manage Modules]

Business Rules ​

Validation Rules ​

Business Rules

Order Validation:
├─ [x] Require customer on orders
├─ [x] Validate credit limit before confirming
├─ [x] Check inventory before shipping
├─ [x] Require ship address for delivery
├─ Block orders if:
│  ├─ [x] Customer credit limit exceeded
│  ├─ [x] Customer account on hold
│  └─ [ ] Negative margins

Invoice Validation:
├─ [x] Require valid items
├─ [x] Validate tax codes
├─ [x] Check for duplicate invoice numbers
└─ [ ] Require PO number

Purchase Validation:
├─ [x] Require vendor
├─ [x] Validate against budget
├─ [x] Check vendor status
└─ [x] Require approval for new vendors

[Save Validation Rules]

Automation Rules ​

System Automation

Auto-Processing:
├─ [x] Auto-create invoices from shipped orders
├─ [x] Auto-apply payments to oldest invoices
├─ [ ] Auto-send invoice emails
├─ [x] Auto-update inventory on receipt
└─ [x] Auto-close completed orders

Scheduled Tasks:
├─ Currency rate update: Daily at 6:00 AM
├─ Overdue invoice reminders: Daily at 9:00 AM
├─ Report generation: Weekly on Monday
├─ Data backup: Daily at 2:00 AM
└─ System cleanup: Weekly on Sunday

Notifications:
├─ [x] Low stock alerts
├─ [x] Payment received alerts
├─ [x] Approval required alerts
└─ [x] System error alerts

[Configure Automation]

Performance Settings ​

System Limits ​

System Limits

Display Limits:
├─ Default page size: [50] rows
├─ Maximum page size: [500] rows
├─ Maximum export rows: [100,000]
├─ Dashboard refresh: [5] minutes
└─ Search results limit: [1,000]

Processing Limits:
├─ Maximum import size: [50] MB
├─ Maximum batch size: [1,000] records
├─ API rate limit: [100] requests/minute
├─ Report timeout: [300] seconds
└─ Maximum concurrent reports: [5]

Storage Limits:
├─ File attachment size: [25] MB
├─ Total attachment storage: [10] GB per user
├─ Audit log retention: [365] days
└─ Temporary file cleanup: [7] days

[Save Limits]

Cache Settings ​

Cache Configuration

Application Cache:
├─ Enable caching: [x]
├─ Cache duration: [15] minutes
├─ Cache type: [Redis ▼]
└─ Clear cache on deploy: [x]

Cached Data:
├─ [x] Product catalog
├─ [x] Customer list
├─ [x] Price lists
├─ [x] Tax rates
├─ [x] User sessions
└─ [x] Report data

Cache Status:
├─ Current size: 234 MB
├─ Hit rate: 94.5%
├─ Last cleared: January 20, 2026
└─ Items cached: 45,678

[Clear Cache] [View Cache Stats]

Email Settings ​

System Email ​

System Email Configuration

Outgoing Email:
├─ SMTP Server: [smtp.sendgrid.net]
├─ Port: [587]
├─ Security: [TLS ▼]
├─ Username: [apikey]
├─ Password: [••••••••••••]
└─ Connection: ✓ Verified

Default Sender:
├─ From Name: [Angage ERP]
├─ From Email: [[email protected]]
└─ Reply-To: [[email protected]]

Email Limits:
├─ Daily send limit: [10,000]
├─ Sent today: 1,234
├─ Queue length: 12
└─ Failed (24h): 3

[Test Connection] [Send Test Email] [Save Email Settings]

Maintenance ​

System Maintenance ​

System Maintenance

Database:
├─ Size: 12.5 GB
├─ Tables: 156
├─ Last optimized: January 15, 2026
├─ [Optimize Database]
└─ [Rebuild Indexes]

Storage:
├─ Used: 45.6 GB of 100 GB (45.6%)
├─ Documents: 23.4 GB
├─ Backups: 15.2 GB
├─ Logs: 4.5 GB
└─ Temp files: 2.5 GB

Cleanup Tasks:
├─ [x] Delete temp files older than 7 days
├─ [x] Archive audit logs older than 1 year
├─ [x] Remove orphaned attachments
└─ [x] Clear expired sessions

[Run Cleanup Now] [Schedule Maintenance]

Best Practices ​

Configuration ​

  • Document all settings changes
  • Test in staging first
  • Review defaults quarterly
  • Use appropriate limits

Performance ​

  • Enable caching
  • Set reasonable limits
  • Monitor system resources
  • Optimize regularly

Security ​

  • Enforce session timeouts
  • Use strong email security
  • Limit access appropriately
  • Audit configuration changes

Troubleshooting ​

Common Issues ​

System running slow

  • Clear cache
  • Check database optimization
  • Review system limits
  • Monitor server resources

Emails not sending

  • Test SMTP connection
  • Check email limits
  • Review spam filters
  • Verify sender address

Features not available

  • Check feature toggles
  • Verify module licenses
  • Review user permissions
  • Check for dependencies

Related Documentation

Learn about Security Settings for system security configuration.

Angage ERP Documentation

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