Company settings control how EvoDax works for your organization. This guide covers the key configuration options.
Accessing Settings
- Go to Settings in the sidebar
- Choose the appropriate tab:
- General - Basic company info
- Billing - Subscription and payment
- Notifications - Alert preferences
- Integrations - Third-party connections
General Settings
Company Information
- Company Name - Your business name
- Company Code - Code for staff login
- Timezone - Default timezone
- Currency - For pricing and invoices
- Date Format - DD/MM/YYYY or MM/DD/YYYY
Contact Details
- Email - Primary contact email
- Phone - Main phone number
- Address - Business address
Branding (Enterprise)
- Logo - Company logo for reports
- Colors - Brand colors
- Custom Domain - Your own domain
Operational Settings
Default Warehouse
Set the primary warehouse:
- Used for new orders by default
- Appears first in dropdowns
- Can be overridden per user
Order Settings
- Default time windows - Standard delivery slots
- Order numbering - Prefix and sequence
- Auto-confirm - Customer orders
- Require items - Mandatory order items
Route Settings
- Max stops per route - Default limit
- Route start time - Default departure
- Auto-assign drivers - Enable/disable
- Optimization level - Basic or advanced
Delivery Settings
- Proof required - Signature, photo, etc.
- Location tracking - Driver GPS
- ETA notifications - Customer alerts
- Failed delivery handling - Retry rules
Inventory Settings
- Reserve on order - When to reserve stock
- Low stock threshold - Alert percentage
- Cycle count frequency - Count reminders
- Barcode format - Scanning preferences
User Settings
- Session timeout - Auto-logout time
- Password policy - Complexity requirements
- Two-factor auth - Enable 2FA (Enterprise)
Regional Settings
Timezone
All timestamps use this timezone:
- Order scheduled times
- Report generation
- Notification delivery
Currency
Default currency for:
- Product pricing
- Order values
- Invoice amounts
Units
- Distance - km or miles
- Weight - kg or lbs
- Volume - m³ or ft³
Saving Changes
After modifying settings:
- Review your changes
- Click Save
- Changes apply immediately
Some settings require logout/login to take effect.
Settings Audit
Track who changed what:
- Go to Settings > Audit Log
- View history of changes
- Filter by date, user, or setting
Enterprise feature only.
Resetting to Defaults
To reset a setting:
- Find the setting
- Click Reset to default
- Confirm
Or contact support for bulk reset.
Best Practices
- Review after setup - Verify all settings
- Document custom settings - Know what's changed
- Test changes - Verify in staging first
- Communicate - Tell team about changes
- Regular review - Check settings quarterly