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Settings: how this screen works

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Written by Hayko

Settings: how this screen works

Settings is the start page for everything you set up in QrX: your team, sales channels, shipping, messages, warehouse, security and connections. Every setting is a card. Click a card to open that settings screen. You only see the cards your role is allowed to use, so a colleague may see more or fewer cards than you.

What you see on this screen

  • System status (top right): opens the QrX status page in a new tab, with live uptime and past incidents.

  • Version (top right): the portal version you are using.

  • All Settings and Workspace: both show every setting you can use. The number shows how many cards there are.

  • Search settings…: find a setting by name or description.

  • Category buttons: show one group of settings at a time.

  • Panels: one panel per category with its cards. Each card has an icon, a name, a short description and an arrow.

Search for a setting

The cursor is already in the search field when you open Settings, so you can start typing right away. QrX searches the names and descriptions of all cards, for example "label" finds Shipping Rules, Printing, Templates and the QrX - ZPL Label Designer. The counts on the category buttons show how many matches each category has. When nothing matches you see No settings found; try a different word.

The categories: where to find what

Click a category button to show only that group; click All Settings to see everything again.

  • Team & Access (who can sign in, and what they can do): Users and Roles & Permissions.

  • Business (channels, partners and billing): Get started, Merchant Channels, Locations (pickup points and opening hours for app orders), Partner Access, Clients, Stock at partners, Inbound announcements and Billing (your plan, invoices and payment methods).

  • Operations (everything your shipping and door-payment flow runs on): Message centre, Addresses, Shipping Providers, Shipping Rules, Templates, Track & Trace, Email & SMS sending, Returns, Product Tags, Customer Contacts, Printing and QrX - ZPL Label Designer.

  • Warehouse (stock, warehouses and the pack station, only when you use QrX warehouse stock): Stock, Warehouses, Count plans, Location types, Reason codes (the reasons your team picks when stock changes), Units of measure, Dangerous goods rules, Low stock rules, Batch presets, Staff skills, Pack station and Packing inserts and photos. Some of these appear only with the matching warehouse level.

  • Preferences (notifications and sign-in security): Notifications and Sign-in security (opens My Profile, Sign-in & security).

  • Advanced (webhooks, audit trail and system health): Webhooks, Activity Log, Connected apps (AI assistants that can read your QrX data) and System status.

A card with an arrow pointing up and to the right opens in a new tab. The Get started card shows how many setup steps you have done, and a New pill when new steps were added.

Pin favourites to Quick Settings

Settings you use often can be pinned as shortcuts in the menu on the left, under Quick Settings. Pins are personal: they are saved for your user and follow you to every browser and device.

  1. Find the pin in the top right corner of a card.

  2. Click the pin to add the card to Quick Settings. A pinned card shows a filled, coloured pin. Click it again to remove it.

  3. Open a pinned setting from Quick Settings in the left menu. Click the Quick Settings title to fold the list open or closed.

To change the order, click Reorder pinned menu (the list icon next to Quick Settings). Drag a row by its handle or use the up and down arrows, then click Save menu order (the check mark). Cancel keeps the old order. Without pins, Quick Settings shows Pin settings to add personal shortcuts., which links back to this page.

Tips and common questions

  • I cannot find a setting: search for it first. If it does not appear, your role does not include it, or it belongs to a feature your company does not use yet (for example the warehouse). Ask an administrator of your company to check your role in Users or Roles & Permissions.

  • "Could not save your pins. Please try again.": the pin was not saved. Try again in a moment.

  • "Your pins changed in another session. Cancel to load the latest order.": you changed your pins in another tab or device. Click Cancel and reorder again.

  • "Could not load your pins.": click Try again in the Quick Settings menu.

  • Need help? Click Chat at the bottom of the Help Center.

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