General Settings

The General Settings Module in OMS provides a comprehensive overview of your brand and key operational settings. It allows you to view, edit, and configure important brand details, automation preferences, tax settings, packaging, and return management in a user-friendly interface.

Step 1: Access the Settings Module

1. From the sidebar, click on Settings.

2. From the dropdown menu, select General.

This opens the General Settings module where all brand-level configurations can be managed.

Step 2: Overview of General Settings

The General Settings module provides essential information about your brand and allows you to edit key fields.

View-only fields:

• Brand Name: Displays the official name of the brand.

• Short Key: A unique short identifier for internal use.

• Brand ID: A system-generated ID for reference.

Editable fields:

• Content Type: Define the type of content or catalog used by the brand.

• Time Zone: Set the operational time zone for order processing and reporting.

• OutFinal Buffer: The OutFinal Buffer allows brands to reserve a portion of inventory in OMS before sending the rest to the sales channels. This ensures that some stock is always retained in case of cancellations, bad orders, or other unexpected scenarios.

Example:

• If the OutFinal Buffer is set to 10 units and the current inventory is 100 units, OMS will send 90 units to the sales channel.

• The remaining 10 units are retained in OMS as a buffer for contingencies such as returns, damaged stock, or manual adjustments.

Properly configuring the buffer helps maintain operational stability and prevents overselling on sales channels.

• National Tax Number: Enter or update the brand’s tax identification number.

Properly configuring these fields ensures correct reporting, tax calculation, and order management.

Step 3: Additional Brand Settings

The General tab includes several toggle buttons that control automation and operational behavior in OMS.

Toggle Buttons:

• Auto Order Splitting: Automatically splits large or multi-item orders based on your rules.

• Manual Auto Splitting: Provides manual control over auto-splitting rules.

• Dual Quantity Check: Ensures quantity consistency between orders and stock.

• Shopify Support: Enables special handling for Shopify integrations.

• Auto Location Assignment: Automatically assigns orders to specific locations.

• Auto Booking: Enables automatic booking for couriers or deliveries.

• Auto Processing: Automates order processing steps for efficiency.

Note: Toggling these buttons ON/OFF directly affects how orders are handled in the Order Management tab. Always verify your automation preferences before enabling/disabling.

Other Configurable Options:

• Tax Percentage: Enter the percentage of tax to be included in each order.

• MOP (Method of Payment): Configure the payment methods your brand supports:

  • Cash On Delivery

  • Credit/Debit Card – XPay

  • Bank Transfer

Correct configuration ensures accurate billing, prevents duplicate orders, supports smooth order fulfillment, and helps manage financial risk. How to add new MOP and filter order based on that MOP?

• Duplicate Filter: Enable or disable duplicate order checking. You can also define the time interval during which OMS checks for potential duplicates.

Correctly configuring these options ensures accurate billing, prevents duplicate orders, and maintains operational efficiency.

Step 4: Packaging Slip Template

The module allows brands to manage packaging and shipping slips:

• Detailed Slip Check: Download a detailed slip for review.

• Sample Label Slip: Download a sample label for verification and printing tests.

Packaging slip templates ensure consistency in branding and accuracy in shipping information.

Step 5: RMA Settings

The RMA (Return Merchandise Authorization) feature allows brands to manage returns efficiently:

• Activate RMA for your brand by toggling the corresponding button.

• Once activated, OMS tracks returns, updates order statuses, and integrates with workflows for seamless return processing.

Enabling RMA ensures structured and traceable returns, improving customer satisfaction and operational efficiency.