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.
Business Type
Pick Manufacturer if you produce inventory in-house. That enables the Production Orders module for internal production runs in addition to Purchase Orders. Retailers see only Purchase Orders.
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.
Where to find related settings
- Store identity, logos, tax rates, 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. If you need per-store branding, use the per-store logo and contact email on the store settings page.