OrderEazi Knowledge Base
  • 👋Welcome to OrderEazi
  • Overview
    • 💡What is OrderEazi?
    • ✨Our Features
  • Getting Started
    • 🛠️Getting set up
      • Quick Start Guide
  • Sales Features
    • Projects
      • New Project
      • Payments
    • My Workspace
      • Bulk Operations
    • Products
      • Import Products
        • Filling in the Import Product Template.
      • Simple Inventory Management
    • Clients
      • Import Customers
        • Filling in the Client Import Sheet
      • Statements
    • Suppliers
      • Import Supplier
        • Supplier Import Sheet
    • Settings
      • Workflow Manager
        • The Default Workflow
        • Setting up additional workflows
      • Organization Setup
        • Document Appendices
        • Advanced Settings
      • Manage Users
        • Users
        • Roles
      • Data Management
        • Industry Manager
        • Brand Manager
        • Reporting Group Manager
        • Category Manager
        • Tags
    • Tax
      • 2025 - VAT changes in RSA (15% -> 15.5%)
  • Inventory Features
    • Sales Orders
  • Apps
    • Commerce
      • WooCommerce
      • Takealot
    • Messaging
      • WhatsApp
        • Setting Up WhatsApp for OrderEazi
        • Managing Messaging for Workflow
        • Creating and Sending WhatsApp Template Messages on Project
    • Accounting Systems
      • Palladium
      • Xero
      • Sage One
      • QuickBooks Online
    • Payment Provider Integrations
      • PayU
    • CRM Integrations
      • Hubspot
    • Supplier Feeds
      • Amrod
      • Headwear24
      • KMQ
      • Barron
      • Jasani
      • Tarsus
      • Mustek
      • Trade Only Gifts
      • Rectron
      • Nology
      • Syntech
      • Gammatek
      • Pinnacle
      • Captivity
    • Shipping & Couriers
      • RTT
      • Brima
      • Ship Logic
      • SkyNet
  • OrderEazi
    • 📔Release Notes
      • 2024-12-13
      • 2024-11-19
      • 2024-10-30
      • 2024-04-22
      • 2024-04-04
      • 2024-03-08
      • 2024-03-01
      • 2024-02-21
      • 2024-02-05
      • 2024-01-24
      • 2024-01-18
      • 2023-11-30
      • 2023-11-25
      • 2023-11-16
      • 2023-11-15
      • 2023-11-14
      • 2023-11-13
      • 2023-11-08
      • 2023-10-16
      • 2023-09-17
      • 2023-08-29
      • 2023-07-12
      • 2023-06-20
      • 2023-05-29
      • 2023-05-11
      • 2023-04-26
      • 2023-04-04
      • 2023-03-10
      • 2023-02-17
      • 2023-01-24
      • 2022-12-05
      • 2022-11-06
    • 🚀Roadmap
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On this page
  • Summary
  • Editing Sections
  • Reset Sections to Defaults
  1. Sales Features
  2. Settings
  3. Organization Setup

Advanced Settings

PreviousDocument AppendicesNextManage Users

Last updated 8 months ago

Summary

Personalize your workflows by defining the sections for your Organization. These sections will be used in workspaces, project statuses, and other areas, allowing you to tailor the system to your specific terminology and use case.

Editing Sections

You are able to change the name and order of your sections to match your Organization's terminology. You can also create new sections and remove sections as needed.

Reset Sections to Defaults

To restore the original settings, click the red Reset to Defaults button. This can be useful if you want to start over or if you've made changes that are causing problems.

Click on the section name to edit it.

Drag-and-drop the section into the correct order by using this button.

Click the Add Section button to add a new section.

Click the Delete button to remove a section. Please note that if there is no Delete button available for a section - it cannot be removed. You may still rename these sections.

Section Settings
Workspace