#28: System Settings, Company Branding, UI Design System, Document Numbering, Modules Manager & Licensing Hub

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Volume 9 · Article #28 Master System Settings & Design Studio Modules Manager, OTA Updates & Licensing

System Settings, Company Branding, UI Design System, Document Numbering, Modules Manager & Licensing Hub

Configure the global backbone of your Keystone X installation: set up your legal company identity, upload corporate logos and favicons, customize the live UI Design System (density, corner radius, typography, table themes), govern global Inventory & Financial rules, set document prefixes and starting sequences, configure SMTP Email & Twilio WhatsApp gateways, toggle ERP modules, manage your License Key & Over-The-Air (OTA) updates, and run 1-click System Diagnostics.

1. Master Settings Command Center Overview & Setup Wizard (`admin/settings`)

Navigate to System Administration → Site Settings (`admin/settings`). At the top of the workspace is the **Enterprise Health Telemetry Ribbon** (showing live Database Version, PHP/MySQL engine versions, License Tier status, Active Modules count, and SMTP readiness) alongside the **6-Step Interactive Setup Wizard** (`company`, `branding`, `financial`, `bank`, `document`, `smtp`) that guides new installations to 100% readiness.

📸 SCREENSHOT PLACEHOLDER: `admin-master-settings-command-center.png`

Navigate to admin/settings#general.
Capture the Master Settings Command Center showing the Enterprise Health Telemetry Ribbon, the left/top navigation tabs across all 13 configuration domains, and the Company Profile form.

2. Tabs 1–3: Company Identity (`#general`), Branding (`#branding`) & UI Design System (`#design-system`)

Settings Tab	Exact Fields, Controls & System Impact
Tab 1: General & Company Profile (`#general`)	Company / Site Title (`site_title`): Legal trading name printed on the topbar, login screen, outbound emails, and all PDF headers. Company Tagline / Meta Description (`meta_description`): Subtitle printed beneath your company name. Company Email & Phone (`company_email`, `company_phone`): Primary contact details and default SMTP From address. Company Registration Number (`company_reg_number`): CIPC registration number (e.g., `2026/123456/07`) printed on statutory tax documents. Physical & Postal Address (`company_address`): Printed on Quotes, Tax Invoices (required by SARS Section 20), Purchase Orders, and Statements.
Tab 2: Corporate Logo & Brand Color (`#branding`)	Primary Brand Color (`primary_color`): Hex color picker that themes PDF document accents, buttons, and portal headers. Company Logo Upload (`logo`): Uploads your corporate logo (`PNG`/`JPG`/`SVG`) and automatically encodes it into Base64 for high-resolution PDF rendering across Quotes, Invoices, Job Cards, POs, and Statements. Browser Favicon Upload (`favicon`): Custom browser tab icon.
Tab 3: Live UI Design System Studio (`#design-system`)	Fine-tune the entire visual ergonomics of Keystone X across Light and Dark modes: Layout & Typography: `ui_density` (Compact / Comfortable / Spacious), `card_radius`, `font_scale`, `surface_contrast`, `sidebar_accent_mode`, and `kpi_card_style`. Data Tables Theme Engine: Customize Light & Dark table header backgrounds (`thead_light_bg`, `thead_dark_bg`), text colors, border colors, uppercase toggles (`thead_uppercase`), font sizes, and row hover highlights (`row_hover_light_bg`). Interactive Controls: Customize navigation pill heights/gaps (`tab_height`, `tab_radius`), action button pill heights (`btn_pill_height`), search box heights (`search_height_sm`), and form field heights (`field_height`).

3. Tabs 4–6: Financial Rules (`#financial`), Inventory Governance (`#inventory-governance`) & Document Numbering (`#document`)

Settings Tab	Exact Fields, Controls & System Impact
Tab 4: Financial & VAT Setup (`#financial`)	Base Currency (`financial_currency`): System base currency (`ZAR — R`, `USD — $`, `EUR — €`, `GBP — £`, etc.). VAT Registered Toggle (`financial_vat_registered`): Master switch enabling VAT calculations, Tax Invoice branding, and SARS VAT201 reporting across the entire ERP. SARS VAT Registration Number & Default Rate % (`financial_vat_number`, `financial_vat_percentage`): Your 10-digit VAT number and standard VAT percentage (`15.00%`). Executive Financial Guardrails: Fiscal Year Start Month (`fin_fiscal_year_start_month`), Mandatory PO Threshold for Expenses (`fin_require_po_for_expenses_over`), Target Gross Margin % (`fin_default_margin_target_pct`), and Minimum Margin Floor % (`fin_min_margin_floor_pct`).
Tab 5: Global Inventory & Supply Chain Governance (`#inventory-governance`)	Centralizes warehouse and stock control rules: Valuation Method (`inv_valuation_method`): `FIFO` (First-In, First-Out), `FEFO` (First-Expired, First-Out), or `WAVCO` (Weighted Average Cost). Default Dispatch Warehouse (`inv_default_warehouse_id`): Primary warehouse selected on new transactions. Strict Stock & 3-Way Match Switches: Allow Negative Stock (`inv_allow_negative_stock`), Auto-Reserve Stock on Quote Acceptance (`inv_auto_reserve_on_quote_accept`), Auto-Deduct Stock on Tax Invoice Issue (`inv_auto_deduct_on_invoice`), Require GRN Intake Before Supplier Bill (`inv_require_grn_before_bill`), Require Serial Number Selection on Dispatch (`inv_require_serial_on_dispatch`), and Freeze Dispatch During Active Stocktake (`inv_stocktake_freeze_dispatch`).
Tab 6: Document Prefixes, Sequences & Terms (`#document`)	Configure auto-incrementing numbering and default legal footer terms for every document class: Number Padding (`doc_number_padding`): Zero-padding length (e.g., `4` produces `INV-0001`). Quotes: `doc_quote_prefix` (`QUO-`), `doc_quote_start_number`, `default_quote_validity_days` (`30`), and `doc_quote_terms`. Tax Invoices: `doc_invoice_prefix` (`INV-`), `doc_invoice_start_number`, and `doc_invoice_terms`. Credit Notes: `doc_credit_note_prefix` (`CRN-`), `doc_credit_note_start_number`, and `doc_credit_note_terms`. Supply Chain & Field Service: Purchase Order prefix/start (`doc_po_prefix` `PO-`), Goods Received Note prefix/start (`doc_grn_prefix` `GRN-`), Job Card prefix/start (`doc_jobcard_prefix` `JC-`), SKU prefix (`doc_sku_prefix` `SKU-`), and Global PDF Footer Text (`doc_footer_text`).

4. Tabs 7–11: Studios Launchpad, SMTP (`#email`), WhatsApp (`#whatsapp`), Modules (`#modules`) & Dunning (`#automation`)

Tab 7 — Module Customization Studios Launchpad (`#studios-hub`): A 1-click directory linking directly to all 22 specialized module governance studios (Inventory Studio, Serial/RMA Studio, Customer Studio, Quote Studio, Invoice Studio, Payment Studio, PO Studio, Expense Studio, Job Card Studio, Project Studio, Task Studio, Ticket Studio, Banking Studio, Cashbook Studio, Tax Policy Studio, Payment Terms Studio, Reports Studio, RBAC Studio, Audit Studio, Email Studio, Cron Studio, and Backup Studio).
Tab 8 — Outbound SMTP Email Gateway (`#email`): Configure `smtp_host`, `smtp_port` (`587` TLS / `465` SSL), `smtp_user`, `smtp_pass`, `smtp_encryption`, BCC All Outgoing System Emails to Company Address (`smtp_bcc_system`), and Master Kill-Switch: Disable Automated Outbound Emails (`disable_automated_emails`). Includes a 1-click **Send Test Email** diagnostic button.
Tab 9 — Twilio WhatsApp Business API (`#whatsapp`): Toggle `whatsapp_enabled` and enter your `twilio_sid`, `twilio_token`, and `twilio_whatsapp_number` to enable instant WhatsApp document and payment reminders.
Tab 10 — Active ERP Modules Manager (`#modules`): Enable or hide individual ERP modules (`lead`, `quote`, `invoice`, `recurringinvoice`, `payment`, `creditnote`, `customer`, `people`, `vendor`, `purchaseorder`, `inventory`, `expense`, `jobcard`, `project`, `task`, `ticket`, `note`, `bankaccount`, `cashbook`, `report`, etc.) permitted by your subscription tier so your sidebar stays clean and tailored to your industry.
Tab 11 — Automated Dunning & Late Fee Rules (`#automation`): Toggle `enable_automated_reminders`, set `reminder_first_interval` (days after due date to send the first overdue notice), `reminder_late_fee_interval` (days overdue before applying an automated late fee), and `reminder_late_fee_percentage`.

5. Tabs 12–13: Licensing & OTA Updater (`#license`), System Diagnostics & Bug Reporter (`#system`)

Tab 12: License Key, Tier Entitlements & 1-Click OTA Updater (`#license`)

License Key (`license_key`): Connects to the Keystone X Licensing Server (`keystonex.co.za`) to validate your subscription tier, active add-ons, and user/account caps.
Over-The-Air (OTA) Software & Database Updater: Checks for new Keystone X releases, displays the official Markdown changelog, downloads the encrypted update package, and runs automated zero-downtime SQL schema migrations.

Tab 13: System Diagnostics, Remote Support & Bug Reporter (`#system`)

Allow Developer Remote Support (`allow_developer_support`): Opt-in security toggle allowing authorized Keystone X engineers to troubleshoot your instance when requested.
Re-Enable Setup Wizard (`setup_wizard_enabled`): Relaunches the interactive onboarding checklist at any time.
1-Click System Diagnostics & Bug/Feature Reporter (`admin/sendDiagnostics`): Packages your PHP/MySQL versions, active module list, and `error.log` (with optional screenshot attachments) into an encrypted support ticket sent directly to the Keystone X Helpdesk.