Administration - Overview
Velosity Administration allows you to configure and manage the platform to suit your organization's specific needs.
Key Administrative Areas
General Settings
Configure company information, SMTP settings, and default tags. 👉 General Administration
SmartQuote Setup
Manage product configurations, attributes, and pricing rules. 👉 SmartQuote Administration
Document Templates
Customize the look and feel of Sales Quotes, Sales Orders, and Production Travelers. 👉 Document Templates
Data Management
Maintain core business data including Items, Customers, and Users. - Items Management - Customer Management - User Management
Integrations
Connect Velosity with other systems like HighGear or Credit Card Processors. - Integrations Overview - HighGear Integration - Credit Card Processing
Administration Dashboard
The Administration section is accessible to users with the ADMIN role. It provides a centralized hub for all system configurations.
