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Settings Guide

Tenant preferences and branding - Admin tutorial

What this page does

The Settings page lets you update your branding, portal behavior, taxes, and API access. Changes apply to your entire tenant account. You can come back and adjust at any time.

  • Branding: Name and contact details buyers will see.
  • Portal Options: Currency, timezone, order minimum, backorders, case packs, and restock visibility.
  • Taxes: Turn on tax calculation and set defaults.
  • API Access: Enable the API and manage your API key.
Tip: Look for a green "Saved." notice after you submit the form.

Who can use it

This page is designed for the wholesale admin. Only users with the Owner role can change these settings.

Quick start

  1. Open the Settings page from your admin area.
  2. Fill in your Branding details so buyers see the correct company information.
  3. Review Portal Options to set currency, timezone, and ordering rules.
  4. Turn on Taxes if you need the portal to calculate tax and set a default rate.
  5. Enable API Access if you plan to integrate with external systems. Generate a key if you need one.
  6. Click Save Settings. Look for the "Saved." notice at the top.

Branding

These fields control what buyers see on emails and pages in your portal.

Business / Brand Name - Shown to buyers across the portal. Required.
Contact Email - General contact email for your company.
Support Email - Email buyers can reach for portal questions.
Contact Phone - Optional phone number for your team.
Tagline - Short line under your name. Optional.

Portal Options

Set defaults that affect ordering and inventory visibility.

Default Currency - Currency code used across the portal. Example: USD.
Portal Timezone - Controls timestamps shown to admins and buyers.
Default Order Minimum - Minimum order subtotal applied when a customer does not have a custom minimum.
Enforce Case Packs - If enabled, quantities must be purchased in case multiples based on your product settings.
Allow Backorders - If enabled, buyers can place orders for items that are not currently available.
Show Estimated Restock Dates - Displays ETA dates to buyers when you have future inbound stock recorded.
Number entry tips: Order minimum accepts up to 2 decimals and must be zero or greater.

Taxes

Turn on tax calculation and choose how prices display.

Enable Tax Calculation - Turns tax on for your portal.
Tax Mode - Flat rate is available. Applies a single rate to taxable lines.
Default Tax Rate - (Set a per-customer tax rate in the customer section) Required if tax is enabled and using flat rate. Accepts 0 to 100 with up to 3 decimals.
Tax ID Label - How the Tax ID field is labeled to buyers during onboarding or checkout.
Require Tax ID for Tax Exempt - When enabled, a Tax ID is required to mark a customer as tax-exempt.
Display Prices Mode - Choose whether buyers see net, gross, or both. If prices include tax, this controls how they are shown.
Note: If tax is enabled and set to flat rate, make sure the default rate is provided.

API Access

Use this if you plan to integrate with other systems.

Enable API Access - Allows your tenant to use the API.
Current API Key - Shown in a read-only box when a key exists.
Copy Button - Copies your current key to the clipboard.
Generate Key - Replaces the existing key with a new one. The old key stops working immediately.
Keep your API key secret. Treat it like a password.

Saving changes

  • Click Save Settings in each section to persist your changes.
  • If something looks off, an error message will explain what needs attention.
  • On success, a green "Saved." notice will appear at the top of the page.

Field rules and validation

  • Business / Brand Name: Required.
  • Default Order Minimum: Number, max 2 decimals, zero or higher.
  • Default Tax Rate: 0 to 100, up to 3 decimals. Required when tax is enabled with flat rate mode.
  • Timezone: Choose from the provided list.
  • Text fields: Trimmed to a safe length.

Common questions

Why do buyers see a different currency?
The portal uses your Default Currency unless a specific price list or rule overrides it.

How do restock dates appear?
If enabled, estimated dates show when you have incoming stock recorded for a product.

Do I need to use the API?
No. The API is optional. Use it only if you plan to sync data with another system.

What happens when I generate a new API key?
The old key is revoked immediately. Update any integrations with the new key.

Safe practices

  • Limit Settings access to trusted admins.
  • Rotate your API key when someone leaves your team or if it may have been exposed.
  • Review tax settings with your accounting team before enabling taxes.