Configuration Map

Complete index of all tenant admin configuration areas

Configuration Map

Complete index of all tenant admin configuration areas, organized by category with customization tier indicators.

Configuration Categories

Users & Roles

User management, roles, and permissions

Organizations

Organization settings and configuration

Locations

Location types, activities, and bins

Policies

Channel and inventory policies

Finance

Budget codes, GL accounts, payment terms

Compliance

Compliance rules and audit configuration

Integrations

API keys, webhooks, external systems

Trust & Trace

Signal tags, tokenizer, trade networks

Configuration Index

Users & Roles

Configuration Area	Customization Tier	Description	Page
Users	TENANT_DEFINED	Manage users within your organization	Users & Roles
Roles	TEMPLATED_OVERRIDE	Role templates from pack + tenant overrides	Users & Roles
Permissions	TEMPLATED_OVERRIDE	Permission templates from pack + tenant overrides	Users & Roles
Role Assignments	TENANT_DEFINED	Assign roles to users (tenant-scoped)	Users & Roles
People	TENANT_DEFINED	Manage people directory	Users & Roles

Key Concepts:

• Roles are scoped: SYSTEM, TENANT, LOCATION (SYSTEM_FIXED)
• Role templates come from industry packs (TEMPLATED_OVERRIDE)
• You can create custom roles (TENANT_DEFINED)
• Permissions follow template + override pattern

Organizations

Configuration Area	Customization Tier	Description	Page
Organization Settings	TENANT_DEFINED	Organization name, description, time zone	Organization Settings
Industry Pack	SYSTEM_FIXED	Industry pack selection (set at creation)	Organization Settings
Addresses	TENANT_DEFINED	Organization addresses (billing, shipping, etc.)	Organization Settings
Feature Settings	TEMPLATED_OVERRIDE	Feature flags (lot tracking, expiry tracking, etc.)	Organization Settings

Key Concepts:

• Industry pack determines default configurations
• Feature settings can be overridden per organization
• Addresses are fully tenant-defined

Locations

Configuration Area	Customization Tier	Description	Page
Location Types	TEMPLATED_OVERRIDE	Location types from pack + custom types	Locations
Location Activities	TEMPLATED_OVERRIDE	Activities supported by location type	Locations
Bins	TENANT_DEFINED	Storage bins within locations	Locations
Zones	TENANT_DEFINED	Storage zones within locations	Locations
Location Hierarchy	TENANT_DEFINED	Parent-child location relationships	Locations

Key Concepts:

• Location types come from industry pack templates
• You can add custom location types
• Activities are mapped to location types via templates
• Bins and zones are fully tenant-defined

Policies

Configuration Area	Customization Tier	Description	Page
Channel Policies	TENANT_DEFINED	Channel-specific policies (ATP, replenishment, alerts)	Channel Policies
ATP Policies	TENANT_DEFINED	Available to Promise policies	ATP Policies
Inventory Policies	TENANT_DEFINED	Inventory-level policies	Channel Policies
Replenishment Policies	TEMPLATED_OVERRIDE	Replenishment rules (pack defaults + override)	Replenishment Configuration

Key Concepts:

• Policies are fully tenant-defined
• Replenishment strategies may have pack defaults
• Channel policies are per-channel configurations

Finance Configuration

Configuration Area	Customization Tier	Description	Page
Budget Codes	TEMPLATED_OVERRIDE	Budget codes from pack templates + custom	Finance Configuration
GL Accounts	TEMPLATED_OVERRIDE	General ledger accounts from pack templates + custom	Finance Configuration
Payment Terms	TEMPLATED_OVERRIDE	Payment terms from pack templates + custom	Finance Configuration
Payment Methods	TEMPLATED_OVERRIDE	Payment methods from pack templates + custom	Finance Configuration
Posting Rules	TEMPLATED_OVERRIDE	GL posting rules from pack templates + custom	Finance Configuration

Key Concepts:

• Pack provides financial templates (Healthcare, Retail, etc.)
• You can override templates or create custom values
• Posting rules map activities to GL accounts

Compliance & Audit

Configuration Area	Customization Tier	Description	Page
Compliance Rules	TENANT_DEFINED	Compliance rules and requirements	Audit & Compliance
Audit Configuration	TEMPLATED_OVERRIDE	Audit settings (pack defaults + override)	Audit & Compliance
Reason Codes	TEMPLATED_OVERRIDE	Reason codes from pack + custom	Audit & Compliance
Hold Codes	TEMPLATED_OVERRIDE	Hold codes from pack + custom	Audit & Compliance
Disposition Codes	TEMPLATED_OVERRIDE	Disposition codes from pack + custom	Audit & Compliance

Key Concepts:

• Compliance rules are tenant-defined
• Reason/hold/disposition codes come from pack templates
• You can add custom codes where supported

Integrations

Configuration Area	Customization Tier	Description	Page
API Keys	TENANT_DEFINED	API keys for external integrations	Integrations
Webhooks	TENANT_DEFINED	Webhook endpoints and configuration	Integrations
External Systems	TENANT_DEFINED	External system connections	Integrations
Integration Mappings	TENANT_DEFINED	Data mapping for integrations	Integrations

Key Concepts:

• All integration configurations are tenant-defined
• No pack defaults for integrations
• You configure all API keys and webhooks

Trust & Trace

Configuration Area	Customization Tier	Description	Page
Signal Tags	TENANT_DEFINED	Signal tag generation and management	Trust & Trace
Tokenizer	TENANT_DEFINED	Tokenization configuration	Trust & Trace
Trade Networks	TENANT_DEFINED	Trade network configuration	Trust & Trace
Digital Assets	TENANT_DEFINED	Digital asset management	Trust & Trace

Key Concepts:

• Trust features are tenant-defined
• No pack defaults for trust features
• You configure all trust settings

Customization Tier Summary

SYSTEM_FIXED (Cannot Change)

• Workflow states (ShipmentStatus, StockRequestStatus)
• RBAC scopes (RoleScope: SYSTEM, TENANT, LOCATION)
• Billing tiers (PlanTier, BillingMode)
• Audit actions (AuditAction)
• Core business logic enums

TEMPLATED_OVERRIDE (Pack Defaults + Override)

• Location types (from pack templates)
• Payment terms (from pack templates)
• GL accounts (from pack templates)
• Reason codes (from pack templates)
• Role templates (from pack templates)

TENANT_DEFINED (Fully Customizable)

• Budget codes
• Custom attributes
• Tags
• Categories
• API keys
• Webhooks
• Channel policies
• Signal tags

Quick Reference

By Customization Tier

SYSTEM_FIXED:

• Core workflow states
• RBAC scopes
• Billing/entitlement tiers
• Audit actions

TEMPLATED_OVERRIDE:

• Location types
• Payment terms/methods
• GL accounts
• Reason/hold/disposition codes
• Role/permission templates

TENANT_DEFINED:

• Budget codes
• Channel policies
• API keys/webhooks
• Custom attributes
• Signal tags
• Integrations

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Related Pages

• Customization Model
• Admin Overview
• Industry Packs

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Permissions & Roles

This configuration map helps you understand what can and cannot be customized. Refer to specific configuration pages for detailed instructions.