Settings
Features and Workflow
Feature visibility is tenant configurable. Disabled features hide navigation and prevent new records while preserving history and audit records.
Leads
sales
Active
New records: allowed
Appointments
sales
Active
New records: allowed
Quotes
sales
Active
New records: allowed
Digital sales contracts
sales
Active
New records: allowed
Paper contract uploads
sales
Active
New records: allowed
Finance applications
sales
Active
New records: allowed
Lay-by
sales
Read-Only Historical
New records: blocked
Customer signatures
sales
Active
New records: allowed
Customer portal
sales
Active
New records: allowed
Product catalogue
products Stock
Active
New records: allowed
Cost pricing
products Stock
Active
New records: allowed
Stock management
products Stock
Active
New records: allowed
Serial-number tracking
products Stock
Active
New records: allowed
Multiple warehouses
products Stock
Active
New records: allowed
Multiple branches
products Stock
Active
New records: allowed
Suppliers
products Stock
Active
New records: allowed
Purchase orders
products Stock
Active
Requires suppliers
New records: allowed
Stock transfers
products Stock
Disabled
Requires multipleWarehouses
New records: blocked
Ready for Delivery
delivery
Active
New records: allowed
Delivery runs
delivery
Active
New records: allowed
Route planner
delivery
Active
Requires deliveryRuns
New records: allowed
Vehicles
delivery
Active
New records: allowed
Driver assignment
delivery
Active
New records: allowed
Offsider assignment
delivery
Active
New records: allowed
Overnight runs
delivery
Active
New records: allowed
Accommodation
delivery
Active
Requires overnightRuns
New records: allowed
Commission management
staff Finance
Active
New records: allowed
Contractor invoices
staff Finance
Active
Requires commissionManagement
New records: allowed
Payment reconciliation
staff Finance
Active
New records: allowed
Xero integration
staff Finance
Enabled but Not Configured
New records: allowed
Xero payment sync
staff Finance
Enabled but Not Configured
Requires xeroIntegration
New records: allowed
Installed assets
after Sales
Active
New records: allowed
Warranty service
after Sales
Active
Requires installedAssets
New records: allowed