System Settings

Configure Vectis to match your operation. Access settings via Settings in the sidebar.

Users & Permissions

User Management

Settings → Users

Add, edit, and remove users:

• Email (used for login)
• Name
• Role
• Warehouse access (which warehouses they can see)

Roles

Built-in roles:

Role	Permissions
Admin	Full access, can manage users and settings
Manager	All operations, can’t manage users or billing
Operator	Orders, packages, inventory — no settings
Viewer	Read-only access to orders and inventory

Custom Roles

Create custom roles with granular permissions:

1. Settings → Roles → Create
2. Name the role
3. Select permissions:
   • Orders: view, create, edit, cancel, allocate, ship
   • Inventory: view, adjust, transfer, receive
   • Products: view, create, edit, delete
   • Reports: view, export
   • Settings: view, edit

Warehouse Access

Restrict users to specific warehouses:

• User can only see orders routed to their warehouses
• User can only adjust inventory at their warehouses
• Useful for multi-location operations with local teams

Integrations

Sales Channels

Settings → Integrations → Channels

Connect your stores:

Available now:

• Shopify: OAuth connection, configure sync settings
• WooCommerce: API credentials, webhook setup

Coming soon:

• Amazon: SP-API authorization, marketplace selection
• eBay: OAuth connection, site selection
• TikTok Shop, Etsy, Walmart: Order sync

Per-channel settings:

• Auto-import orders (on/off)
• Order status to import (all, or specific statuses)
• Inventory sync (push available quantity)
• Inventory buffer (hold back X units)

Shipping Carriers

Settings → Integrations → Carriers

Vectis integrates with carriers via EasyPost:

1. Connect your EasyPost account
2. Add carrier accounts (FedEx, UPS, USPS, DHL)
3. Configure default carrier per warehouse

Carrier account credentials are stored securely and never exposed in the UI.

WMS Integration

Settings → Integrations → WMS

If using an external WMS:

• Configure API connection
• Map order statuses
• Set up webhook endpoints
• Test connection

Supported WMS platforms:

• ShipHero
• Deposco
• Custom (via API)

Webhooks

Settings → Integrations → Webhooks

Send events to external systems:

1. Add endpoint URL
2. Select events to send
3. Configure secret for HMAC signing
4. Test webhook

Available events:

• order.created, order.updated, order.shipped, order.cancelled
• package.created, package.shipped, package.delivered
• inventory.adjusted, inventory.low_stock
• product.created, product.updated

Routing Rules

Settings → Routing Rules

Configure how orders route to warehouses:

Rule Structure

Each rule has:

• Conditions: When this rule applies
• Action: Which warehouse to use
• Priority: Order of evaluation (lower = higher priority)

Condition Types

• Channel: Order from specific channel
• Shipping method: Express, standard, freight
• Ship-to region: State, country, zone
• Product attribute: Category, hazmat flag, oversized
• Order value: Above/below threshold

Examples

Rule: "West Coast Express"
Conditions: 
  - Ship-to state IN [CA, OR, WA, NV, AZ]
  - Shipping method = "express"
Action: Route to Los Angeles warehouse
Priority: 1

Rule: "Hazmat Only"
Conditions:
  - Any item has hazmat = true
Action: Route to Certified Hazmat warehouse
Priority: 2

Rule: "Default"
Conditions: (none - catches all)
Action: Route to nearest warehouse with inventory
Priority: 100

Inventory Settings

Settings → Inventory

Reservation Settings

• Auto-allocate: Automatically allocate on order confirmation
• Reservation expiry: Release reservations after X hours if order not completed

Reorder Defaults

• Default reorder point for new products
• Default reorder quantity

Negative Inventory

• Allow: Let inventory go negative (track backorders)
• Prevent: Block operations that would cause negative

Notification Settings

Settings → Notifications

Configure who gets notified for what:

Event	Options
Low stock alert	Email, in-app, webhook
Order exception	Email, in-app
Integration error	Email, in-app
Daily summary	Email

Per-user notification preferences in their profile.

API Access

Settings → API Access

Manage OAuth 2.0 credentials for API integrations:

1. Create Credentials: Name, select scopes
2. View Credentials: See client ID (secret shown once)
3. Revoke Credentials: Immediately disable access

Available scopes:

• orders:read, orders:write
• inventory:read, inventory:write
• products:read, products:write
• packages:read, packages:write
• warehouses:read, warehouses:write
• returns:read, returns:write
• webhooks:manage

Company Settings

Settings → Company

• Company name
• Logo (appears in UI and exports)
• Timezone (affects date display and reports)
• Date format
• Currency

Billing

Settings → Billing

• Current plan
• Usage metrics
• Payment method
• Invoices

Upgrade/downgrade plan or update payment info.