Organization Settings

Manage your organization’s details and system-wide configurations.

Organization Profile

Manage your organization’s core details such as name, legal information, and contact details.

How to Update Your Organization Profile

1. Upload your Logo
   1. Click Update Logo
   2. Choose your company logo file
   3. Recommended:
      1. 240 x 240 pixels
      2. 72 DPI
      3. Max file size: 1MB
2. Enter Organization Details
   1. Fill in the following fields:
      1. Display Name - The name shown across the system
      2. Legal Name - Official registered business name
      3. Registration Number - Business registration ID
      4. VAT/Tax Number - Tax identification number
      5. Website URL - Company website
3. Set location and address
   1. Country – Select your country
   2. Registered address (line 1) and optional Address line 2
   3. City, State/Province, and Zip/Postal code
4. Add contact information
   1. Phone Number - Main contact number
   2. Email Address - Official company email
5. Save Changes
   1. Click Save to apply updates.

모범 사례

• Use your official legal name to ensure consistency with financial and regulatory documents
• Keep your display name simple and recognizable for internal users
• Upload a clear, high-quality logo to maintain professional documentation
• Ensure your VAT/Tax number is accurate to avoid issues in reporting and transactions
• Use a company email address, not personal email, for official communication
• Keep your address and contact details up to date, especially if operating across multiple sites
• Standardize how information is entered (e.g., abbreviations, formatting) to maintain consistency

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Sites

The Sites feature allows you to create and manage operational locations within your organization, such as warehouses, factories, or distribution centers.

Each site represents a physical or logical location where activities like selling, manufacturing, or purchasing take place.

How to Create a Site

1. Go to Settings → Organization → Sites
2. Click Create Site
3. Enter the required details:
   • Site name – Internal name used in the system
   • Legal name – Official registered name
   • Country and address (street lines, city, state/province, postal code)
   • Currency – USD, EUR, or GBP (default for this site)
4. Select site functions:
   • Sell - For sales operations
   • Make - For production/manufacturing
   • Buy - For purchasing/procurement
5. Click Save

How to Edit a Site

1. Go to Settings → Organization → Sites
2. Click on an existing site from the list
3. Update the necessary fields
4. Click Save

Managing Sites List

From the Sites page, you can:

• View all sites in a table format
• Filter by:
  • Site Name
  • Legal Name
  • Address
  • Currency
  • Site Functions
• Select multiple sites for bulk actions (e.g., deletion)

How to Delete a Site

1. Open the site you want to delete
2. Click Delete
3. Confirm the action in the prompt

Alternatively, you can delete multiple sites via the checkboxes and selecting multiple sites from the list.

모범 사례

• Create sites that reflect your actual operational structure (e.g., Warehouse, Production Plant, Distribution Center)
• Use clear and consistent naming conventions for sites to avoid confusion (e.g., “Main Warehouse”, “Plant A”, “EU Distribution”)
• Assign site functions accurately to ensure workflows (Sell, Make, Buy) behave correctly
• Avoid creating duplicate or unnecessary sites, as this can complicate inventory and reporting
• Use the correct currency per site, especially if operating across multiple regions
• Keep address and location details complete and up to date for accurate documentation and logistics
• Regularly review your sites to ensure they still reflect your current operations
• Be cautious when deleting sites, especially if they are already used in transactions or workflows

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Subscription

The Subscription page allows you to manage your current plan, monitor usage, update payment details, and view billing history.

This is where you control your FabHub access, plan limits, and billing information.

Overview of the Subscription Page

In this section, you will see:

• Current plan – Your active subscription and pricing
• Orders left – Remaining order allowance for the current period (shown on the Orders card)
• Next Billing Date - Upcoming payment schedule
• Payment Method - Your saved payment details
• Billing Information - Company billing details
• Invoice History - Record of past transactions

How to Change Your Subscription Plan

1. Go to Settings → Organization → Subscription
2. Click Change Subscription
3. The in-app Update Subscription page opens so you can compare plans, set seats, and choose monthly or yearly billing
4. Follow the prompts to confirm. Depending on your current plan, you may complete payment in Stripe Checkout or the app may update an existing Stripe subscription without leaving FabHub

When the change succeeds:

• You may see a confirmation or return to subscription settings
• Your plan updates according to the new selection
• Charges appear in Invoice History when applicable

How to Buy More Orders

If your order allowance is running low:

1. On the Subscription page, use the Orders card
2. Click Buy More
3. Complete the purchase in the billing portal (additional order capacity for your plan)

Once successful:

• Your order balance will be updated
• The transaction will appear in Invoice History

Managing Payment Method

1. In the Payment Method section, click Manage Payment Method
2. Add or update your payment details (e.g., card information)
3. Save changes

This payment method will be used for:

• Subscription renewals
• Additional purchases

Updating Billing Information

1. In the Billing Information section, click the edit icon
2. Update:
   1. Billing address
   2. Full name
   3. Email
   4. VAT/Tax Number
3. Save changes

This information will appear on all invoices.

Viewing Invoice History

The Invoice History section allows you to:

• View past invoices
• Check payment status (e.g., Paid)
• Download invoice documents

This helps with accounting and record-keeping.

Cancelling Your Subscription

1. Scroll to the bottom of the Subscription page
2. Click Cancel Subscription
3. Confirm the action

경고

Cancellation is irreversible, and access to paid features will end after the billing period.

모범 사례

• Review your plan limits regularly, especially order usage, to avoid disruptions
• Upgrade your plan before reaching limits, not after
• Use a company payment method instead of personal cards for better financial tracking
• Keep your billing information accurate to avoid invoice issues
• Regularly download and store invoice history for accounting and audits
• Choose a plan that matches your actual operational scale, not just current usage
• Monitor subscription changes and purchases to avoid unexpected charges
• Avoid frequent plan switching, as it may complicate billing and tracking
• Ensure your payment method is valid to prevent service interruptions

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Preferences

The Preferences section allows you to configure default system settings for your organization, including time, date, and currency formats.

These settings affect how information is displayed across FabHub, ensuring consistency for all users.

What You Can Configure

In this section, you can manage:

• Time Zone - Defines the default time reference for your organization
• Date Format - Controls how dates are displayed (e.g., MM/DD/YYYY)
• Time Format - Sets 12-hour or 24-hour time display
• Base Currency - Sets the default currency used across the system

How to Update Preferences

1. Go to Settings → Organization → Preferences
2. Update the following fields as needed:
   • Time Zone - Enable Set time zone automatically or select manually
   • Date Format - Choose your preferred format
   • Time Format - Select 12-hour or 24-hour format
   • Base Currency - Select your organization’s primary currency
3. Click Save to apply changes
4. A success message confirms when the save completes

Where These Settings Apply

Your preferences affect:

• System-wide timestamps
• Reports and transaction records
• Date and time display across modules
• Financial values and currency formatting

모범 사례

• Set the correct time zone based on your main operations to ensure accurate timestamps
• Avoid frequent changes to date and time formats, as this may cause confusion in reports
• Use a standard format across your organization to maintain consistency among users
• Set the base currency carefully, especially if you are already recording transactions
• Align preferences with your accounting and reporting standards
• If operating globally, ensure all teams understand the selected formats to avoid misinterpretation
• Review preferences during initial setup and only update when necessary