Settings

Settings is where you set up how the whole shop runs: its name and address, which modules are on, who can sign in, backups and outside access. Each module's own settings sit on that module's page instead.

The Settings screen

Open Settings at the bottom of the menu. You see tiles in three groups:

• Your shop: Shop details, Modules, Ordryx & network, Stock locations.
• People and access: People, Roles, Outside access & AI.
• Safety and upkeep: Backups, Activity, Diagnostics.

Many tiles show a short status line, such as how many modules are on or when the last backup ran. Type in Find a setting to narrow the tiles, for example "password" or "bins".

You only see the tiles your role lets you open. If you see none, the Settings line is not in your menu.

This page covers the tiles under Your shop. The others have pages of their own: People and roles, Outside access, Backups and Activity and diagnostics.

Shop details

Settings › Shop details holds the shop's own details. People whose role lets them edit settings can open it. Change what you need, then press Save at the top.

Company

What goes on work orders, receipts and purchase orders.

• Company name, Address, Phone and Website.
• Email: where replies to the shop's emails go. Only an owner can change it.
• Logo: press Upload and pick a PNG or JPEG of up to 1 MB. Replace and Remove change it later.

Region

• Time zone: the shop's days, the morning email and backup times follow it.
• Clock: 12-hour (2:30 pm) or 24-hour (14:30). Printed pages use it, and so does everyone who hasn't picked their own clock in My account.
• Currency.
• Paper size: Letter or A4, for printed documents.

Email

Ordryx sends receipts, purchase orders and alerts by email through your own mail account. Until it is set up, nothing can be emailed.

Only an owner sets up the mail server.

1. In the Email card, press Set up next to Mail server.
2. Fill in the Mail server (for example smtp.gmail.com), Connection security and, if needed, the Port.
3. In Sign in as, type the mail account. In Password, type its password. For Gmail this is a 16-character App Password.
4. Press Save.
5. Under Send a test, type an address (or leave it blank to use the company email) and press Send.

The card's status then says Sending works, or that the last test failed. The password is stored encrypted and never shown again. If you change the server, port, account, security or the address it sends from, the password is cleared: type it again.

Modules

Settings › Modules switches whole parts of Ordryx on and off. See Modules.

Ordryx & network

Settings › Ordryx & network links your shop to your Ordryx account and sets the address your printed QR codes use. People whose role lets them edit settings can open it.

Ordryx account

On a shop you run yourself, linking it to your Ordryx account lets you message Ordryx support from Help and gives you HTTPS on the shop's network without browser warnings.

1. Make sure outside access is on (see Outside access).
2. Press Link to my Ordryx account.
3. Press Approve in your account and approve the code there. The code works for 15 minutes. The page notices the approval by itself.

Once linked, the card shows your account and Ordryx's version. Open my account opens your Ordryx account. Unlink… disconnects it; the shop keeps working.

A shop hosted by Ordryx is always linked. Its card shows the account and the link's status instead.

Permanent address

This is the address printed in the QR codes on work orders and receipts. Codes already printed keep the address they were printed with, so pick one that will last. Only an owner can change it with Change….

HTTPS on the shop's network

HTTPS is the safe, padlocked way a browser talks to a website. Phones on the shop's Wi-Fi scan over it. Once your shop is linked, Ordryx gives it a name and a real certificate, so phones on the shop's Wi-Fi can open it over HTTPS with no warnings.

The On your shop network card shows the Local address phones use and whether the certificate is working.

1. If This computer says Unknown, press Enter the address…, type this computer's address on your network (like 192.168.1.30), or press Detect, then Save.
2. When the certificate is valid, press Test from this device on a phone or computer on the shop's Wi-Fi.
3. If the test passes, bookmark the local address on the shop's phones.

If the test fails, the card explains the two usual reasons: the router blocks the name, or the port can't be reached.

Two switches below it are for the owner only:

• Send plain-HTTP visits to HTTPS: a browser opening the old plain address is sent on to the HTTPS one.
• Require HTTPS: nobody can sign in at the plain address any more. Everyone else is signed out and signs in again at the HTTPS address. Read the box that opens before you turn it on.

If remote access is part of your Ordryx account, a From anywhere card shows the address that opens the shop from outside your network.

Stock locations

The Stock locations tile opens the Locations part of Inventory's settings. There you can Add a location, Rename one, choose Ship from here, Make main, or Turn off one that holds no stock. It shows only while Inventory is on, to people who can edit items. See Inventory.

Owner-only settings

Some settings decide where the shop's data goes or how much of it is kept. Only an owner can change these, even if someone else's role lets them edit settings:

• the company email and the mail server,
• the permanent address,
• the HTTPS switches,
• backups and off-site copies,
• the shop's push notification switch.

Other people with access see them read-only, with a note such as "Owner only". This keeps the shop's data from being sent somewhere new without the owner knowing.

Every change in Settings is recorded in Activity.