What this guide covers
The General tab under Settings controls business-wide defaults that affect how records are numbered and how optional features behave.
Timezone
Business timezone drives shift logs, payroll boundaries, and other date/time calculations. Choose the timezone where your business primarily operates.
Changes save automatically after you select a new value.
Numbering prefixes
Each record type can have a custom prefix. If cleared, NidusCore falls back to built-in defaults (for example PR- for projects, ES- for estimates).
| Field | Applies to |
|---|---|
| Project Prefix | New project codes (e.g. PRJ-DOCS-001) |
| Estimate Prefix | Estimate numbers |
| Task Prefix | Task codes |
| Work Order Prefix | Work order numbers |
| Media Request Prefix | Media & design request numbers |
| PO Prefix | Purchase order numbers (prefix mode) |
Prefixes combine with Numbering Counters to produce the next visible number.
Numbering counters
Counters store the last used number for each type. The next record uses counter + 1.
| Counter | Next record |
|---|---|
| Last Project Number | Next project |
| Last Estimate Number | Next estimate |
| Last Task Number | Next task |
| Last Work Order Number | Next work order |
| Last Media Request Number | Next media request |
| Last PO Number | Next PO (prefix mode) |
Purchase order numbering mode
Two modes control how new PO numbers are generated:
- Prefix + Number — Uses PO Prefix + Last PO Number (standard sequential POs).
- Use Project Number — New POs reuse the current project's displayed project number/code. Multiple POs on one project can share that identifier in this mode.
The Last PO Number counter still applies when you switch back to prefix mode.
Inventory tracking
Track Inventory enables stock quantities on catalog products. When enabled:
- Products can opt in to
track_inventorywithqty_in_stock - Approved estimates can deduct tracked stock (when line items qualify)
See Products and services overview for catalog behavior.
Kiosk
Enable shared-device kiosk turns on the time kiosk panel for Basic-role users on the dashboard. Employee clock-in codes remain scoped to the current business context.
Work order default sort
Default work order sort sets the initial ordering for work order lists and calendar views before users apply their own sort. Options include due date, priority, status, and created date combinations.
Business logo
Upload a logo (PNG, JPEG, WebP, or GIF, max 5 MB). The logo appears on printed/PDF outputs where your templates reference business branding.