Settings reference

Organization-wide settings live on one page: Administration > Settings. A setting you change here applies to everyone in your organization. The first group, Your preferences, is the exception: it holds settings that are yours alone, such as how you get notified. Because of it, every signed-in user sees Settings, not only administrators.

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Find and open a section

The page has a list of sections on the left, under group headings (Your preferences, Sales, Catalog, Inventory and so on). Click a section to open it on the right. Each section has its own address, /settings/<group>/<section>, for example /settings/sales/statuses, so you can bookmark it or send the link to a colleague. The address of a group, for example /settings/inventory, opens the group’s first section.

• See everything. All settings at the top of the list opens the overview: a card for each group, listing its sections with one sentence each.
• On a smaller screen. When the page is narrower than about 960 px (a tablet, a laptop with the main menu open, a phone), the list folds away. A section then shows ‹ and a switcher above its title, such as Sales › Statuses: ‹ goes back to the overview, and the switcher opens the list over the page (from the bottom on a phone), with Find a setting at its top. Press Esc or tap outside it to close it.
• Filter. Type in Find a setting at the top of the list. It matches the name and the description of each section and hides the rest.
• Ctrl+K. Every section is also in the command palette under Go to, for example Settings › Sales › Statuses.
• Links. The Sales > Sales settings menu item opens Sales > Statuses and stays highlighted while you are in any Sales section. Older links keep working: the old settings page (/setting-management, with or without a tab), the old Sales settings addresses, the old notification settings addresses (/notification-settings and its sub-pages, so links in emails still work) and the old addresses of the courier accounts, marketplace accounts and API keys pages open the matching section. The menu items Notifications > How I get notified, Shipments > Courier accounts, Marketplace > Marketplace accounts and API keys stay as shortcuts to their sections.

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What you see, and why something is missing

You see only the sections you can use. A section is hidden when you lack its permission, when your plan does not include its module or feature, or when it is for the host and not for a workspace. Settings appears in the menu only when you can see at least one section. Everyone who is signed in can use How I get notified, so everyone sees Settings. If you open a link to a section you cannot use, the page says “This section isn’t available to you” and gives the kind of reason: it needs a permission your role doesn’t have, the part of Omnilinker it belongs to isn’t switched on for your workspace, it belongs to the host’s settings and not a workspace’s (or the other way round), or there is no section at that address. It doesn’t name the permission; the table below shows which permission each section needs. Ask an administrator for it, or see Modules and feature availability. Permissions are granted to roles under Administration > Identity management > Roles. See Users and roles and the Permissions reference.

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Change a setting

A value you save is your organization’s own. A setting you never change keeps the default shown in the tables below. Each section saves only its own settings, so saving one never changes another. The Retention sections refuse to save without their retention permission (they are hidden without it anyway).

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Your preferences

How I get notified decides how loudly each kind of notification reaches you. It is yours alone and needs no permission. It saves with the bar at the bottom, and Follow workspace defaults in the header returns you to your organization’s defaults. See How I get notified.

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Notifications

The group sets how notifications work for your whole organization. Each section appears only for the permission it needs, and Channels and Escalation also need their plan feature: Channels, Defaults for new users and Limits and retention save with the bar at the bottom. On Channels, Send a test to me is disabled while there are unsaved changes, because the test goes through the saved settings. Message templates and Escalation save one item at a time, with Save template and Save policy.

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Integrations

The connections to other systems: Courier accounts and API keys use the full width of the page, because their tables are wide.

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Sales

Statuses, Order sources and Extra fields are described in Order settings, Built-in automation in Built-in automation, Packing (the trigger that floor mode presses) in Floor mode, Picking in Pick lists, and Delivery methods in Order settings.

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Pricing intelligence

The group has six sections. Each appears only for the permissions it needs:

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Data provider

The pricing data provider’s credentials, how many sellers each scrape fetches, how product matching filters its suggestions, and GTIN verification. Every field is described in Pricing data provider.

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Schedules

Default Schedule, Auto-Enable New Schedules and Process All Data Sources by Default are the starting values of a new schedule. Below them, Data Source Schedules lists the schedules that scrape your data sources automatically. To add a schedule: The list shows each schedule’s Name, Schedule (the cron expression and the next run), Data Sources (All Sources or how many are selected) and Status (Enabled or Disabled). Use the menu in Actions to Enable, Disable or Delete a schedule. The list has no edit: to change a schedule, delete it and add a new one. Adding, switching and deleting schedules need Data Source Schedule > Create, Update and Delete. Schedules run in your organization’s time zone; until you set one, they run on Central European time. See Time zone. For data sources themselves, see Markets and data sources.

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Price history

The view the price history opens with. Each person can change the view while they look; the next price history they open starts from these values again. See Price history.

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Offer colors

The cutoffs that decide which color the Offers grid gives a price. The colors themselves are fixed: red always means a problem. See Offers. Each field is marked Inherited while it uses the value set for every workspace (or the built-in default), or Own value once your workspace keeps its own. Reset to the inherited value next to a field puts the inherited value back in the form; save with the bar at the bottom (Save or Ctrl+S), and Omnilinker confirms “Color rules saved.” Reset all to the inherited values applies at once (“Color rules reset.”) and drops any unsaved change in the section. On the host, fields are marked Built-in default or Changed from the built-in default, the resets read Reset to the built-in default and Reset all to the built-in defaults, and the section saves the value every workspace inherits until it saves its own.

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Retention

How long Omnilinker keeps offer prices before it deletes them. The cleanup runs every day at 2:00 AM UTC. When you shorten a window, the next cleanup deletes the older records, and they are gone from the price history and the Offers grid.

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Manufacturer compliance

The price tolerance, the compliance target and the contact rules of the manufacturer dashboard. See Compliance settings and digest.

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Catalog

The Prices section holds: See Importing products, prices and images.

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ERP integration

The Retention section sets how long Omnilinker keeps the records of what it sent to your ERPs. Older records are deleted every night. Click Save. You need ERP Integration > Change ERP integration settings. Shortening a setting deletes more records the next night; a large backlog is deleted over several nights. Lengthening it never brings deleted records back. See How long send records are kept.

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Inventory

The Inventory group has three sections: Defaults, Behaviour and Retention. Retention appears only with Inventory Management > Settings > Manage retention settings. Each saves only its own settings. The group works only if your plan includes Inventory.

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Defaults

The stock levels a stock balance uses unless it has its own. All four are 0 by default and accept up to four decimal places.

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Behaviour

See Low-stock alerts.

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Retention

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Repricer

The Guardrails section holds defaults for new rules and the limits that protect automatic price changes. Save with the bar at the bottom: “Repricer settings updated.” On the host, a save is inherited by every workspace until it saves its own, except the Default output price level, which stays each workspace’s own because a host price level means nothing in a workspace. See How repricing works.

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Automations

The Retention section sets how long automation history is kept: Keep finished runs for (days), 90 by default, and Keep what happened for (days), 30 by default. Both described in How long runs are kept. The group appears only if your plan includes Automations.

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Time zone

Your organization’s time zone. Omnilinker uses it wherever the time of day or the start of a day matters, for example on Home and in data source schedules. Until you set it, each module falls back on its own default: Set the time zone so that all of them agree. Home’s setup checklist shows “Set your organization’s time zone” until a zone is set. See Home.

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Email

The Email section under Workspace sets the mail server: the sender’s name and address, the host, port and credentials, and a Send test email button. It appears only if your plan allows changing email settings, which is off unless Omnilinker turns it on for you. Without it, Omnilinker sends your email through the mail server it manages. The same mail server is shown on Notifications > Channels, together with the email notification switch and the hourly limit. Set it up there; see Notification channels.

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Host features

Host administrators also see Host features under Workspace, the page that switches features on for the whole installation. People in a workspace never see it. For the features your plan includes, see Modules and feature availability.