The fifteen configuration surfaces
Grouped into four working categories:Marketplace and organisation
| Surface | What it does |
|---|---|
| Marketplace Accounts | Connect Amazon, eBay, Rakuten, FNAC, PriceMinister, Cdiscount, Trade Me, Game, Abebooks, Allegro, BigCommerce, OnBuy, Fruugo, Shopify, SKUCloud, Wish, Alibris, Mano Mano, Shopline, Website |
| Organisation Settings | Company name, address, VAT details, time zone, base currency |
| Email and FTP Settings | SMTP for outbound email, FTP for marketplace file exchange, order import/export profiles, optimise inventory import/export profiles |
Templates and documents
| Surface | What it does |
|---|---|
| Invoice Templates | Visual design of customer-facing invoices |
| Picking Lists Templates | Layout (portrait/landscape), columns, sort order for warehouse picking lists |
| Shipping Note Templates | Printer selection and layout for dispatch notes |
| Document Print Management | Choose between PDF generation or Print Console (Windows desktop helper for direct-to-printer) |
Workflows, pricing rules, and profiles
| Surface | What it does |
|---|---|
| Order Workflow | Order Processing Workflow, Workflow Rule Set Profiles, Order Stage Flow, Users Assigned, Workflow Calendar |
| Deliver Order Stages Settings | The 20+ order stages used across the platform; toggle which are active |
| Compete Pricing Rules | Per-Amazon-account Sellercentral shipping rules used when undercutting competitors |
| Repricing Profiles | Buy-Box-percentage or rule-based repricing profile definitions |
| Optimise Profiles | Common, eBay, TradeMe, Cdiscount, Allegro per-channel price profiles, classifications, smart classifications |
| eBay Order Download Settings | Per-eBay-account toggle for whether eBay orders auto-download into CloudHub |
Permissions and shipping
| Surface | What it does |
|---|---|
| User Permissions and Settings | User Management, User Role Group, Bulk Edit User Role Groups, Set Permission for Role Groups |
| Shipping & Carrier Configuration | Assign carriers (Royal Mail, DPD, Parcelforce, Interlink Express, etc.), domestic and international service levels |
How Configure feeds the action verbs
This is the load-bearing relationship in the CloudHub design.| Configure surface | Action verb it powers |
|---|---|
| Compete Pricing Rules | [Compete] (Repricing Automation) |
| Repricing Profiles | [Compete] (Repricing Automation) |
| Deliver Order Stages Settings | [Deliver] (Order Management) |
| Order Workflow | [Deliver] (Order Management) |
| Optimise Profiles | [Optimise] (Inventory Management) |
| Marketplace Accounts | All verbs (the channel feeds that flow into every verb) |
| Email and FTP Settings | All verbs (notification and file exchange channel) |
| Organisation Settings | All verbs (base currency, time zone, VAT) |
| User Permissions | All verbs (who can do what) |
| Shipping & Carrier Configuration | [Deliver] (label production and dispatch) |
| Invoice/Picking/Shipping Note Templates and Document Print Management | [Deliver] (the printed artefacts of an order) |
| eBay Order Download Settings | [Deliver] (whether eBay orders enter the workflow at all) |
How merchants use the Configure module
Three patterns:- Day-zero setup. Walk the four categories in order. Marketplace Accounts first (so feeds start syncing), Organisation Settings (so VAT and currency are right), then Templates and Documents (so dispatch can run), then Workflows and Pricing Rules (so orders process and prices respond), then Permissions and Shipping (so the team is access-controlled and the carriers are wired).
- Routine adjustments. A new marketplace launch (add to Marketplace Accounts), a new template revision (Invoice Templates), a new staff member (User Permissions). Routine moves that do not require re-touching the rest.
- Quarterly review. The configuration drifts over time: stale workflow rules, expired user accounts, deprecated marketplace credentials. A quarterly Configure review keeps the wiring clean.
Cross-link to the rest of the AI OS
| Need | Where to go |
|---|---|
| Live KPI per connector | Nerve Centre, the connector card |
| ”Why is my Amazon UK feed not syncing?” | Vortex Mind, channel-feed diagnostics; Marketplace Accounts page for the credential check |
| ”Show me users who have permission to delete a PO” | User Permissions and Settings, this section |
| ”Open a fix to migrate to a new SMTP provider” | Actions Kanban, route from Email and FTP Settings |
Common questions
Do I need to configure all 15 surfaces before going live? At minimum: Marketplace Accounts, Organisation Settings, Email and FTP Settings, Order Workflow (default profile is fine), one of each of Invoice/Picking/Shipping Note templates, and User Permissions for at least one user. Repricing, Optimise Profiles, and Compete Pricing Rules are activated when you turn on the relevant action verb. Can I export and re-import my Configure setup to a sandbox? Most surfaces have export/import paths through CSV; some are workspace-specific and must be re-entered. The pattern is to mirror the live workspace into a staging workspace and reconfigure rather than to sync the two. Where do API keys and webhook secrets live? Marketplace credentials live in Marketplace Accounts (one per marketplace account). SMTP and FTP credentials live in Email and FTP Settings. They are never displayed once saved; rotation is via re-entry. Who should have permission to edit Configure? Restrict by role. Most workspaces grant Configure-edit to a single Admin role and grant Configure-read to managers. CS agents and warehouse staff typically have no Configure access at all.Next steps
- Open Marketplace and Organisation to start day-zero setup.
- Move to Templates and Documents for the printed artefacts.
- See Workflows and Pricing Rules to wire the action-verb services.
- Lock down access via Permissions and Shipping.