Video Walkthrough: Workspace Configuration
General Workspace Settings
To begin, navigate to Settings in the left side panel. You will land on the General tab, which serves as the "command center" for your organization's identity and global defaults.
Organization Details & Defaults
Managing your high-level details ensures consistency across all your documents and automated alerts.
Update Organization Name: Click Update name to change how your business appears in the system.
Set Organization Defaults: From here, you can manage your default currency, website, and contact emails.
Stock Alerts: Define the Notification email that Digit will use to alert your team when inventory levels fall below their minimum stock thresholds.
Stock Units: Set the global Default unit of measure (UoM) for weights to keep your inventory tracking simple.
Module Defaults & Platform Settings
Prevent Overages: Click Update module defaults to enable guardrails that prevent your team from over-shipping or over-receiving on purchase orders. A popup will appear where you can toggle these options on or off.
Personalize Your View: Under Platform settings, you can toggle between Light mode and Dark mode.
Language: Digit is currently available in both English and Spanish. Reach out to us for further languages!
Roles, Permissions, and Custom Fields
Once your general settings are established, you can refine how your team interacts with the data.
Roles & Permissions: This tab provides an overview of the permissions assigned to each user type and shows you how many users currently occupy each role.
ℹ️ How-to: To manage specific user details like job titles or start dates, navigate to Users under the People section in the left side panel.
Custom Fields: This is your central hub for reviewing and editing the custom fields you’ve added across your workspace.
Locations
In this tab you can manage your organization’s physical and operational locations.
Designate locations: Each location can be set as a default for Billing, Shipping, or both
Add/Edit: You can add new facilities or modify existing addresses directly from this section.
Managing Bin Locations
Bin locations allow for precise inventory tracking within your warehouse.
Create a New Bin: Click Create bin location to open the creation panel.
Enter Location Details: Provide a Bin name and select an Address where the bin exists. You can optionally add a Description for clarity.
General Settings: Set the bin Status (Active or inactive) and use the Work center toggle to indicate whether the bin is used as a production area or standard storage.
Tags & Custom Fields: Add Tags or create Custom fields if you need extra classification or internal tracking.
Automatic Labeling: Once you provide the bin details, Digit automatically generates a Barcode and QR code for you to print and use in your physical warehouse.
Review Inventory: After creation, you can open the bin and use the Location inventory tab to view what items are currently stored in that bin.
As your team grows and your processes evolve, these settings can be easily adjusted to reflect new workflows, ensuring Digit continues to work exactly the way your organization does.