Advanced Settings Quick Reference

What Lives Where in Settings

A cheat sheet for the secondary settings pages that don't have dedicated walkthroughs — what each one is, when you'd use it, and where the deeper docs live when there are any.

Reseller Licenses

Settings → Reseller Licenses

When a buyer signs up to your restricted marketplace and your store requires reseller verification (toggled on in Settings → Marketplace), they upload their license here. Your admins see incoming applications with the license image, business details, and the buyer's account, then Approve or Reject. Approved buyers gain catalog access; rejected ones get an email with the reason.

Use the Access Code Required toggle on Marketplace settings if you want belt-and-suspenders — license approval AND an access link with a code. See Access Links: Restricted Catalog Sharing.

Variant Dimensions

Settings → Variant Dimensions

Pre-defines variant-axis sets so new products can pick a template instead of typing dimension names one by one. A vinyl tenant might have a "Roll: Color × Width × Length" template; an apparel tenant a "Garment: Size × Color" template; an electronics tenant a "Voltage × Plug" template.

Each template becomes selectable on the Product edit form's variant section. When you pick a template, the dimension fields rename themselves (dimension_1_value shows as "Color", dimension_2_value as "Width", etc.) — purely a UI affordance, the underlying schema doesn't change.

Industry Templates auto-create the dimension templates appropriate to each vertical. See Industry Templates.

Learned Terms (AI Aliases)

Settings → Learned Terms

Every time you manually override a product on the Purchase Order review page — picking the right product when the AI guessed wrong — WareSquared remembers that mapping as a product alias. Next time the same description text appears on a PO, the AI auto-maps it without asking.

This page audits what the matcher has remembered. Use it to:

• Spot bad mappings the matcher learned from a typo or one-off
• Delete obsolete aliases (the product was renamed, discontinued, etc.)
• Sanity-check that frequently-used aliases are actually pointing at the right SKUs

You can't manually CREATE aliases here — they're only created by the PO review flow. To skip teaching for a one-off pick, check Skip learning on that PO line. See Importing a Purchase Order with AI.

Auto-Reorder

Settings → Warehouse → Auto-Reorder section

When stock drops below a product's reorder point, WareSquared automatically generates a DRAFT purchase order to that product's preferred supplier. You review and approve before it goes out — nothing is sent without a human check.

Two settings control it:

• Enable Auto-Reorder toggle — flips the whole behavior on or off for the tenant
• Default Lead Time (days) — pre-populates the expected delivery date on auto-generated POs. Override per-product in the supplier-product mapping if a specific supplier ships faster or slower.

For Auto-Reorder to fire on a product, the product needs: a reorder point set, a preferred supplier set (with cost and MOQ), and stock currently below the reorder point. Products missing any of these are silently skipped.

Divisions

Settings → Divisions

Top-level organizational buckets — useful for multi-line businesses where Marketing wants P&L by division, or sales reps own specific divisions. A product, order, or customer can belong to exactly one division. Examples:

• Apparel co: "Mens" / "Womens" / "Kids"
• 3PL: One division per client brand they fulfil
• Industrial: "Direct" / "Wholesale" / "OEM"

Divisions are reportable but optional — leave the field blank on records that don't fit. Industry Templates pre-create divisions common to the vertical.

Brands

Settings → Brands

Sub-grouping below Division, typically used by retailers and distributors that carry multiple brands. A product belongs to one brand; orders and customers can be tagged with primary brand affinity for reporting.

The difference from Division: divisions are how YOU organize internally; brands are who MADE the product. A "Womens" division product can be branded "Nike" or "Adidas".

Pipelines

Settings → Pipelines

Stage-based workflow tracking for products that move through a defined sequence — "Design → Sample → Production → QA → Live" for apparel, "Application → Approval → Funded" for B2B credit accounts, "Quote → Won → Manufacturing → Shipped" for build-to-order.

A pipeline template defines the stages; a pipeline entry attaches a specific product / order / customer to one stage and tracks the progression. The Demand & Supply view on the dashboard reads from active pipeline entries.

Industry Templates pre-create pipeline templates appropriate to each vertical. Custom pipelines: define stages, then attach entries one at a time from the relevant record's edit page.

Checklists

Settings → Checklists

Reusable lists of steps that must be completed against an order, product, or shipment — compliance audits ("Hazmat shipment safety check"), quality control ("Apparel finishing QA"), regulatory ("Pharmacy 21 CFR Part 211 release").

Define a checklist template with the steps once, then attach instances to records that need verification. Completion is tracked per-step with a user + timestamp; partial completion is allowed but flagged. Failed steps block downstream actions (configurable per step).

Where Each Lives in the Sidebar

Tip: If you applied an Industry Template at onboarding, most of these are already populated with vertical-appropriate defaults. You only need to think about them when customizing beyond the template.

See also: Industry Templates, Custom Fields for Vertical-Specific Attributes, Audit Log: Who Did What, and When