General settings

All of the tenant's base configuration lives in Settings: company data, currency and time zone, document templates, integrations (email and storage), taxes, credit conditions, and margins. This is the screen you come back to every time something "global" changes.

Reading time: ~7 min

When to use this

• You just created the tenant and you're about to set up the company data.
• The business phone, address, or email changed.
• You're going to configure your invoice prefixes (FAC-, COT-) or the inventory valuation method.
• You need to connect an email provider (Brevo or SMTP) or a storage provider (R2 or S3).
• You want to edit tax rates, credit conditions, or default margins.

Before you start

• To make changes you need the settings:write permission. Specific sections have per-resource permissions: tax-rates:write, credit-conditions:write, profit-margins:write, integrations:write. Without them, you see the screen in read-only mode with the note You don't have permission to edit the configuration.
• Some fields (such as the RNC of the fiscal tenant) are managed from Fiscal, not here.

Map of the Settings section

The Settings navigation bar has these sections (in this order):

• General (/settings) - company data, localization, prefixes, inventory.
• Taxes (/settings/tax) - catalog of ITBIS or other rates.
• Credit (/settings/credit) - credit conditions available for customers.
• Margins (/settings/margins) - default margin and price rounding rules.
• Users (/settings/users) - see Users, roles, and permissions.
• Roles (/settings/roles) - same.
• Integrations (/settings/integrations) - email and storage providers.
• Modules (/settings/modules) - see Modules.

General: company data

Editable in Settings › General:

• Trade name (companyName) - the one your customers see.
• Legal name (legalName) - the one that goes on legal documents.
• Phone, Email, Website, Address.

This data feeds the tenant's invoicing templates, quotations, and transactional emails.

The tenant's RNC is set from the Fiscal module and becomes read-only once configured. It is not edited on this screen.

General: localization

• Currency - DOP (Dominican peso), USD, or EUR. This is the tenant's primary currency.
• Time zone - America/Santo_Domingo, America/New_York, or UTC. It affects how dates are shown and grouped in reports.
• Date format - DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD.

The interface language is chosen per user, not at the tenant level.

General: document prefixes and notes

• Invoice prefix (FAC- by default), quotation prefix (COT-), purchase order prefix (OC-), and credit note prefix (NC-). They are used for internal numbering; change them only before issuing documents to avoid gaps in the sequence.
• Invoice notes, quotation policy, and return policy - long text blocks that appear at the bottom of each generated document.

General: inventory and accounting

• Low stock alert - a switch that turns on notices when a product falls below its minimum.
• Valuation method - FIFO, LIFO, or Average Cost. Change it only before you have any movements; altering the method with existing history can recalculate costs.
• Post accounting entries automatically - a switch that, when on and the Accounting module is active, posts invoices and payments to the accounting journal without manual intervention.

Taxes

In Settings › Taxes you maintain the rate catalog. Each rate has:

• Name (for example ITBIS 18%).
• Percentage (ratePercent) between 0 and 100.
• Optional Code for integrations.
• Default flag - the rate applied when creating a new product. Only one can be the default at a time.

The pencil and trash buttons let you edit and delete. The system default rate cannot be deleted while it is marked as such.

Credit conditions

In Settings › Credit you configure the terms you offer to customers:

• Name (for example Cash, 15 days, 30 days).
• Days to pay (daysToPay) - 0 for cash.
• Optional Description.
• Default flag - the one preselected when creating a customer or invoice.

Margins

In Settings › Margins you define global pricing rules:

• Default margin - the percentage suggested when creating a product.
• Apply automatically to new products - a switch that, when active, computes the sale price from the cost and this margin.
• Round to a multiple of - for example 1.00 for whole pesos or 0.50 for half-peso multiples.

Integrations

Settings › Integrations has two cards:

Tenant email

Select the provider that sends the tenant's transactional emails (invoice delivery, payment reminders, etc.):

• Brevo - paste the API key, the email, and the sender name.
• SMTP - host, port, username, password, and a TLS/SSL switch.

After saving, use the Test connection button to verify the credentials are valid. You'll see a Configured badge with the date of the last test.

The welcome email and other platform-wide communications always go out through Mosce ERP's Brevo; what you configure here is used only for emails generated by your tenant.

Storage

Same pattern for file storage (logos, attachments, exports):

• Cloudflare R2 - endpoint and credentials.
• AWS S3 - region, bucket, and credentials.

Expected result

• Each change confirms with a toast (Configuration saved) and takes effect immediately for all users of the tenant.
• Invoice and quotation templates pick up the new data on the next document you generate.
• The configured integration providers show a green Configured dot on their card.

Common mistakes

• I changed the inventory valuation method and costs got scrambled. The change recalculates based on the new method; revert and review the history before trying again.
• I tested email and it says "not configured". Save first, then test. The test uses what is persisted, not what you have on screen.
• I don't see section X in Settings. Either you're missing the corresponding permission, or the associated module is turned off. Check Modules and Users, roles, and permissions.
• The logo doesn't appear on invoices. Upload it from the Fiscal module or from the templates section; General settings does not expose the logo field in this version.

Related

• Modules - the sections you see depend on which modules are active.
• Users, roles, and permissions - management of people with access to the tenant.
• Billing and subscription - payment data for your Mosce ERP subscription (not edited here).
• Fiscal - the tenant's RNC, e-CF sequences, and fiscal certificate.