Organization Settings

Configure your IEMSuite organization - name, timezone, currency, inventory strategy, lot numbering, and other organization-wide settings.

Organization settings control how IEMSuite behaves for your entire team. Changes here affect all users and all operations within your organization.

General Settings

Navigate to Settings → Organization (General tab) to configure:

SettingDescription
Organization NameYour organization’s display name, shown across the app and in the organization switcher
Base CurrencyCurrency used for all pricing, costs, and reports

Inventory Strategy

Lot allocation strategy is automatic - there is nothing to configure:

FIFO

First In, First Out - oldest receive date consumed first. Best for non-perishables.

FEFO

First Expired, First Out - nearest expiry date consumed first. Required for food and pharma.

Products without an expiry date are allocated FIFO; products with an expiry date automatically switch to FEFO. Low-stock thresholds and expiry-alert windows are set per product on the product form.

Lot Numbering

Lot numbers are entered by the operator when stock is received (e.g. your supplier's batch number, or your own convention such as LOT-2024-0042). During Excel imports, rows without a lot number get a unique auto-generated one.

Currency & Locale

The default currency is used for all cost entries, pricing, and reports. If you operate in multiple currencies (e.g., buying in EUR, selling in USD), use the currency override field on individual orders and cost entries.

IEMSuite does not currently perform automatic currency conversion. Multi-currency reporting with exchange rate management is planned for a future release.

Data Retention

IEMSuite retains all operational data (transactions, lots, orders, QC records) indefinitely for active organizations. Archived products and closed orders remain accessible for historical reports.

If you request account deletion (Settings → Profile), a short grace period applies before the deletion runs - you can cancel during that window. Export your data from Settings → Profile before deleting.