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Dashboard › Administration › ERP Settings & Controls
Company Configuration / Canonical Authority

ERP Settings & Controls

Maintain your own company profile and configure financial controls, document numbering, operational defaults, workflow guards, document defaults and banking preferences for the active tenant.

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Company Management

Company Profile & System Context

Company Admin can maintain only their own business profile here. Super Admin continues to manage companies through Company Management. Protected tenant, subscription and accounting identity never becomes editable from this page.

Own Company Profile

Business Profile

Saved directly to the canonical companies/{companyId} record with live record-version protection and audit.

Company profile is read-only Edit in Company Management

Identity & Statutory Details

Company Admin may update these fields for the active company only. Company Code remains permanently locked after tenant creation.

Used throughout ERP screens, documents and company context.
Immutable tenant identity. Cannot be changed from ERP Settings.
Free-form business classification; does not change ERP workflow contracts.
Read-only for Company Admin. GSTIN changes require Company Management by Super Admin or a trusted backend because uniqueness is platform-wide.

Contact & Registered Address

Business contact information used as company profile context across Centrio.

Presentation preference only; does not alter financial currency.

Branding

Company Admin can upload the active company's logo. PNG, JPG/JPEG or WEBP; maximum 1 MB.

Company logo
Stored under companies/{companyId}/branding/. The company record remains the single branding authority.

Protected System & Accounting Context

These values are intentionally read-only in ERP Settings. Super Admin manages protected company identity through Company Management.

Locked here to protect interpretation of historical financial transactions.
Authority boundary ERP Admin self-service never changes Company Code, GSTIN / Tax ID, lifecycle/status, subscription/plan, user capacity, Base Currency, Timezone or Financial Year base. Super Admin retains those controls in Company Management.

Financial Controls

Configure accounting-period behavior and precision. The active financial-year label is derived from the company FY start month instead of being independently typed.

ERP Settings
Derived from company financial-year start month and current date.
Posting guard: Open allows posting. Soft Closed requires the configured override role plus reason. Closed blocks posting unless the explicit policy permits a privileged override.

Document Numbering

Configure formats for document types that consume ERP Core numbering policy. Atomic sequence values remain in document_counters and are never reset by simply changing settings.

Counter-Safe
Numbering authority: This grid shows only document types that consume ERP Core numbering policy. Module-owned sequences such as Customer Material Receipt, Stock Adjustment, Payments, Payables and Daily Expenses are not falsely exposed as format controls here; where their canonical document_counters identity is compatible, Super Admin can administer sequence values through Counter Administration.
Starting number is initialization-only. Existing counter sequences are not reset from this page. A controlled counter-reset action must verify duplicates, require a reason and write an audit entry.

Operations

Company defaults and compatibility policy for operational modules; live transaction modules remain canonical.

Operational Controls
Authority boundary: ERP Settings provides company defaults and compatibility policy. A setting applies operationally only where that module explicitly consumes it; no Admin toggle can bypass canonical ownership, lifecycle, permission, quantity, payable, concurrency or reversal rules.

General Defaults

Reduce repetitive entry without replacing document-level values.

Inventory Policy

Company inventory defaults/compatibility policy. GRN, Material Issue, Stock Adjustment and ledger modules enforce their own canonical stock, ownership and provenance guards.

Stores canonical stockLocationId, not a free-text warehouse name.

Production Policy

Company production defaults/compatibility values. Production Planning/Update remain authoritative for live route, quantity, ownership, service-payable and reconciliation guards.

System controlled
Produced/received − rejected − non-accepted hold.

Workflow Controls

Company workflow defaults/compatibility values. Operational modules remain authoritative and may enforce stricter downstream eligibility.

Workflow Guards

Workflow Guards

Defaults for compatible modules. These controls cannot weaken canonical lifecycle, QC, packing, dispatch, permission, cancellation or reversal guards.

Document Defaults

Reusable declarations, terms and notes. Document-level edits may still override where permitted.

Templates

Banking & Bank Accounts

Maintain multiple canonical bank_accounts for domestic receipts, export receipts and vendor payments. ERP Settings stores only the selected defaultBankAccountId.

Canonical Bank Master

This is the company's default settlement account. Individual invoices, receipts or payments may use another eligible active account where the workflow allows it.

Opens the Bank Accounts manager here—no separate page. Add, edit, activate/deactivate accounts and choose a pending default without leaving ERP Settings.
Bank master rule: bank-account records save directly to bank_accounts. Selecting Use as Default updates the Default Bank Account field above; click Save Settings to persist that default reference. Bank accounts are deactivated instead of hard-deleted.
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