Settings#

Settings is where an admin configures how Neriyam behaves for everyone in your organization. Most of these pages are set up once at go-live, then touched occasionally when policies or rules change.

What's here#

• System Settings — regional settings, formatting, approval toggles, multi-currency, attachment size
• Company Profile — legal name, tax ID, logo, GSTINs per state, locations, bank accounts
• Users and Roles — who is in the organization and what they can do
• Document Numbering — how codes like PO/2026-27/00042 are built and assigned
• Inventory Settings — default warehouses, item approval toggle, valuation method
• Payment Terms — the named payment conditions that appear on POs and SOs
• Tax Setup — tax components, tax groups, tax rates (HSN/SAC)

Who can change settings#

Most settings pages are gated by the broad TENANT.MANAGE_TENANT permission. A few have module-specific permissions:

A sensible setup order#

If you are configuring Neriyam for the first time:

1. Company Profile — legal name, logo, tax ID, GSTINs (India), locations
2. System Settings — timezone, date/number formats, approval toggles
3. Users and Roles — invite the team; assign roles
4. Document Numbering — confirm or customise the numbering series
5. Tax Setup — components, groups, then per-HSN/SAC rates
6. Payment Terms — the standard terms you offer customers and quote to suppliers
7. Inventory Settings — default warehouses, item approval toggle (once warehouses exist)

Only then start creating master data (items, customers, suppliers) and transactions.

Related#

• Document numbering concept
• Tax determination concept
• Approval workflow concept