Organization Settings

Manage your organization’s details and system-wide configurations.

Organization Profile

Manage your organization’s core details such as name, legal information, and contact details.

How to Update Your Organization Profile

1. Upload your Logo
   1. Click Update Logo
   2. Choose your company logo file
   3. Recommended:
      1. 240 x 240 pixels
      2. 72 DPI
      3. Max file size: 1MB
2. Enter Organization Details
   1. Fill in the following fields:
      1. Display Name - The name shown across the system
      2. Legal Name - Official registered business name
      3. Registration Number - Business registration ID
      4. VAT/Tax Number - Tax identification number
      5. Website URL - Company website
3. Set location and address
   1. Country – Select your country
   2. Registered address (line 1) and optional Address line 2
   3. City, State/Province, and Zip/Postal code
4. Add contact information
   1. Phone Number - Main contact number
   2. Email Address - Official company email
5. Save Changes
   1. Click Save to apply updates.

最佳实践

• Use your official legal name to ensure consistency with financial and regulatory documents
• Keep your display name simple and recognizable for internal users
• Upload a clear, high-quality logo to maintain professional documentation
• Ensure your VAT/Tax number is accurate to avoid issues in reporting and transactions
• Use a company email address, not personal email, for official communication
• Keep your address and contact details up to date, especially if operating across multiple sites
• Standardize how information is entered (e.g., abbreviations, formatting) to maintain consistency

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Sites

The Sites feature allows you to create and manage operational locations within your organization, such as warehouses, factories, or distribution centers.

Each site represents a physical or logical location where activities like selling, manufacturing, or purchasing take place.

How to Create a Site

1. Go to Settings → Organization → Sites
2. Click Create Site
3. Enter the required details:
   • Site name – Internal name used in the system
   • Legal name – Official registered name
   • Country and address (street lines, city, state/province, postal code)
   • Currency – USD, EUR, or GBP (default for this site)
4. Select site functions:
   • Sell - For sales operations
   • Make - For production/manufacturing
   • Buy - For purchasing/procurement
5. Click Save

How to Edit a Site

1. Go to Settings → Organization → Sites
2. Click on an existing site from the list
3. Update the necessary fields
4. Click Save

Managing Sites List

From the Sites page, you can:

• View all sites in a table format
• Filter by:
  • Site Name
  • Legal Name
  • Address
  • Currency
  • Site Functions
• Select multiple sites for bulk actions (e.g., deletion)

How to Delete a Site

1. Open the site you want to delete
2. Click Delete
3. Confirm the action in the prompt

Alternatively, you can delete multiple sites via the checkboxes and choose multiple sites in the list.

最佳实践

• Create sites that reflect your actual operational structure (e.g., Warehouse, Production Plant, Distribution Center)
• Use clear and consistent naming conventions for sites to avoid confusion (e.g., “Main Warehouse”, “Plant A”, “EU Distribution”)
• Assign site functions accurately to ensure workflows (Sell, Make, Buy) behave correctly
• Avoid creating duplicate or unnecessary sites, as this can complicate inventory and reporting
• Use the correct currency per site, especially if operating across multiple regions
• Keep address and location details complete and up to date for accurate documentation and logistics
• Regularly review your sites to ensure they still reflect your current operations
• Be cautious when deleting sites, especially if they are already used in transactions or workflows

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订阅

在订阅页面中，您可以管理当前方案、查看用量、更新支付信息并查看发票记录。

您可以在这里管理 FabHub 访问权限、方案限制和账单信息。

订阅页面概览

此部分会显示：

• 当前方案 – 当前有效的订阅及价格
• 剩余订单数 – 当前周期内剩余的订单额度（显示在订单卡片中）
• 续订 / 下次付款 – 账单服务商提供该信息时显示
• 支付方式 – 已保存的支付信息
• 账单信息 – 公司的账单资料
• 发票记录 – 过去的交易记录

更改订阅方案

1. 前往设置 → 组织 → 订阅
2. 点击更改订阅
3. FabHub 的更新订阅页面将打开，您可以比较方案、设置席位数量并选择月付或年付
4. 按照提示确认。根据当前方案，您可能会在 Stripe Checkout 中完成付款，或者 FabHub 会直接更新现有的 Stripe 订阅

更改成功后：

• 您可能会看到确认信息，或者返回订阅设置
• 方案会按照新的选择更新
• 适用的费用会显示在发票记录中

添加席位

1. 在订阅页面中使用订单卡片
2. 对于付费方案，点击购买更多席位，打开由 Stripe 托管的订阅更新流程
3. 选择新的席位数量，并在 Stripe 中确认更改

对于 Free，请改为点击订阅以添加席位。FabHub 方案页面会先打开，首个付费订阅随后在 Stripe Checkout 中完成。付费席位会根据所选方案和计费周期增加站点与订单额度。

管理支付方式

1. 在支付方式部分点击管理支付方式
2. 由 Stripe 托管的支付方式更新页面会打开
3. 在 Stripe 中保存更改，然后返回 FabHub

此支付方式将用于：

• 续订订阅
• 其他购买

更新账单信息

1. 在账单信息部分点击编辑图标，打开 Stripe 客户门户
2. 更新：
   1. 账单地址
   2. 姓名
   3. 电子邮件
   4. 增值税/税号
3. 在 Stripe 中保存更改，然后返回 FabHub

这些信息会显示在所有发票上。

查看发票记录

在发票记录部分中，您可以：

• 查看过去的发票
• 检查付款状态（例如：已付款）
• 下载发票文件

这有助于会计和记录保存。

取消订阅

付费订阅可以安排在当前计费周期结束时终止：

1. 滚动到订阅页面底部
2. 点击取消订阅
3. 确认操作

Free 没有可取消的付费订阅，因此不会显示取消控件和警告。

警告

取消操作不可撤销，付费功能的访问权限将在计费周期结束后终止。

• 定期检查方案限制，尤其是订单用量，以避免服务中断
• 在达到限制之前升级方案
• 使用公司支付方式而不是个人银行卡，以便更好地进行财务跟踪
• 保持账单信息准确，避免发票问题
• 定期下载并保存发票记录，用于会计和审计
• 选择符合实际运营规模的方案，而不仅是当前用量
• 监控订阅更改和购买，避免意外收费
• 避免频繁更换方案，以免增加计费和跟踪的复杂性
• 确保支付方式有效，防止服务中断

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Preferences

The Preferences section allows you to configure default system settings for your organization, including time, date, and currency formats.

These settings affect how information is displayed across FabHub, ensuring consistency for all users.

What You Can Configure

In this section, you can manage:

• Time Zone - Defines the default time reference for your organization
• Date Format - Controls how dates are displayed (e.g., MM/DD/YYYY)
• Time Format - Sets 12-hour or 24-hour time display
• Base Currency - Sets the default currency used across the system

How to Update Preferences

1. Go to Settings → Organization → Preferences
2. Update the following fields as needed:
   • Time Zone - Enable Set time zone automatically or select manually
   • Date Format - Choose your preferred format
   • Time Format - Select 12-hour or 24-hour format
   • Base Currency - Select your organization’s primary currency
3. Click Save to apply changes
4. A success message confirms when the save completes

Where These Settings Apply

Your preferences affect:

• System-wide timestamps
• Reports and transaction records
• Date and time display across modules
• Financial values and currency formatting

最佳实践

• Set the correct time zone based on your main operations to ensure accurate timestamps
• Avoid frequent changes to date and time formats, as this may cause confusion in reports
• Use a standard format across your organization to maintain consistency among users
• Set the base currency carefully, especially if you are already recording transactions
• Align preferences with your accounting and reporting standards
• If operating globally, ensure all teams understand the selected formats to avoid misinterpretation
• Review preferences during initial setup and only update when necessary