The Organization settings page (Settings → Org Settings) is where you configure org-wide behavior that applies across every store — business type, the books-close cutoff, reminder windows, and metals default pricing.
Third-party integration credentials (GemHub, Rapaport / RapNet, Website FTP) live on a dedicated Integrations page — see Settings → Integrations.
AI Description Voice
Give your AI-written customer-facing descriptions (House Designs + website) a house personality — pick a voice (Professional, Elegant & Luxury, Warm & Friendly, Modern & Minimal, or Estate & Heritage) and optionally add a line or two of house notes. It flows into those descriptions automatically; factual copy (the inventory item AI description, appraisals) stays neutral. See Generating Descriptions.
Whether a style is your design or a vendor’s is chosen per-style when you create it, from the + New Style menu on the Style Catalog (House design vs Vendor style) — there’s no longer an “Our Company” contact setting here.
Period Close
Set a Closed Through date and any payment / invoice / vendor-invoice / AP-payment dated on or before that date becomes locked — no edits, no voids, no write-offs. Use this once books are reconciled for the period.
- Admin-only field (gated by Manage Users permission).
- Voiding a payment dated inside the closed period still works — the void posts to the current open period instead.
- Leave blank to keep all dates editable.
Reminders
Two day-count windows that drive the reminders report:
- Open Memos — days since the memo went out before it shows up as “needs follow-up”.
- Birthday / Anniversary — how many days before/after to surface a contact in the reminders feed.
Metals Pricing
Default per-unit costs used when a new metal-bearing item is created without an explicit cost:
- Default Gold Cost + Default Silver Cost — base material cost.
- Default Gold Casting Labor Rate — labor surcharge per unit weight.
- Gold Weight Unit — gram, dwt, ounce. Affects how weights are displayed and entered.
These are starting points; individual items can override per-record.
Documents & Branding
Everything that shapes how your printed and emailed documents look — one set for the whole company, applied to every store:
- Company logos — the transaction logo (small; invoices, memos, repair tickets) and the full logo (appraisals). PNG/JPG/WebP/SVG, max 3 MB; uploads commit immediately.
- Disclaimers — the invoice footer line, the memo consignment terms (use
{store_name}where the store name should appear), and the work-order intake disclosure a customer acknowledges at drop-off. Leave any blank to use the built-in default. - Invoice display — Show order number and Show retail price toggles.
Where to find related settings
- Store identity, tax rates, per-store integrations like QBO / Stripe / Shopify → Settings → Store Settings → pick a store.
- GemHub, Rapaport API + Policy, RapNet FTP, Website FTP → Settings → Integrations.
- Team members and permissions → Settings → Team.
- Permission groups → Settings → Permission Groups.
Tips
- Most org-level settings are touched once during initial setup and then forgotten. Period Close is the exception — it gets bumped at the end of every accounting period.
- Multi-store orgs share these settings — there’s no way to set a different reminder window per store. Company logos and document disclaimers are org-wide too (one brand for the whole company); only the store’s own name, address, and contact info are per-store.