Configuring settings

The Settings page collects every shop-wide configuration into a single page, grouped into sections. Some sections are only available on specific plans.

Sections

PDF Branding — logo, colors, fonts, and footer text on the PDF.
Purchase Order Defaults — default payment terms and currency.
Purchase Order Numbering — prefix, year, starting number, lock toggle.
Return to Supplier Numbering — same controls for RTS numbers.
Sender Settings — sender name and reply-to address used when emailing suppliers.
Shipping Carriers — your list of preferred carriers.
Cost Management (Pro) — cost update on receipt method and confirmation toggle.
Purchase Order Types — built-in types plus any custom types you add (custom types require Growth or Pro).
Purchase Order Approvers — named approvers used by approval workflows.
Approval Workflows (Pro) — single, group, multi-level, and amount-based workflows.
QuickBooks Online (Growth/Pro) — connect, sync type, auto-sync settings.
Slack (Growth/Pro) — connect Slack for notifications and the /hollis slash command.

Saving

Settings are saved with a single Save button at the top of the page. Some sub-resources like approvers and workflows save inside their own modals.