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After the onboarding wizard, fine-tune your organization in Settings. Settings is organized as a left-hand menu with grouped sections. Who sees what: every user gets the personal sections — My Profile, Notifications, Security, and Configuration. Buyers additionally see operational catalogs (currencies, tax rules, cost categories, addresses, incoterms, supplier categories). Project Managers and Admins see everything, including organization-wide configuration.

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Company profile

Settings → Organization → Company Profile holds your legal identity: legal name, country, fiscal address, tax/registration details, and logo. This information feeds the documents and emails your suppliers receive.

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Base currency

Your organization has a single base currency used for accounting-style consolidation: budgets and dashboard KPIs are expressed in it, so amounts in different currencies aren’t mixed.
  • The wizard sets it from the Default currency you picked in Step 2.
  • Manage currencies under Settings → Financial → Currencies: the table shows each currency’s ISO code, name, symbol, exchange rate, and which one is the Base. Click Add or edit a currency and use the Base currency toggle to change it.
  • Individual RFQs and purchase orders can still use other currencies from your catalog.
Changing the base currency affects how budgets and KPIs are consolidated, so set it once, early, to your accounting currency.

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Approvals and budget policy

Settings → Financial → Approvals & budget is where the wizard’s thresholds live and can be revised:
  • Award and Purchase order approval thresholds — amounts above them require approval.
  • Budget policy — the budget activation threshold and the off-budget spend threshold that control how strictly purchases are checked against budgets.

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Cost categories

Settings → Financial → Cost Categories maintains the list of cost categories your team assigns to line items (per row, or in bulk via CSV import) on requests and orders. Keeping this list clean makes spend reporting meaningful.

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Document and email templates

Settings → Organization → Document Templates contains two things:
  • Document templates — a header and footer block printed on your RFQs and purchase orders.
  • Email templates — the four outbound supplier emails: RFQ invitation, PO sending, Quote received, and RFQ send failure. Each template is editable in both Spanish and English, supports variables (supplier name, document number, and so on), shows a live preview with sample data, and can be reset to the default at any time.

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Numbering

Settings → Organization → Numbering controls how document numbers are generated for each document type: Purchase Requests (PR), RFIs, RFPs, RFQs, and Purchase Orders. For each one you set:
  • Prefix (e.g. RFQ)
  • Separator (dash, slash, dot, or underscore)
  • Year format (4 digits, 2 digits, or none)
  • Padding (number of digits in the sequence)
A live preview shows the resulting format (e.g. RFQ-2026-0001) before you save.

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Catalogs

Reference data used across documents. Several catalogs are bilingual — entries carry both Spanish and English names and display according to each user’s language:
  • Units of measure — managed inside Settings → Organization → Structure, as an alphabetical grid with add/edit/delete. Bilingual names and symbols.
  • Incoterms — Settings → Logistics → Incoterms: code, bilingual name and description, and a default flag.
  • Currencies — Settings → Financial → Currencies, as described above.
  • Tax rules — Settings → Financial → Tax Rules: named rates applied to RFQs and orders, with a default tax selectable.
  • Delivery addresses — Settings → Logistics → Addresses: your delivery locations, with one marked Default.
  • Supplier categories — Settings → Organization → Supplier Categories: color-coded tags used to classify suppliers and filter who gets invited to a request.
  • Codes / SKU — Settings → Organization → Codes / SKU: a code directory for identifying items consistently across RFQs, quotes, and purchase orders.
  • Payment terms — Settings → Financial → Payment Terms: your named commercial terms (e.g. Net 30) with their day count, offered on RFQs, quotes, purchase orders, and supplier records. Bilingual.
  • Contact roles — Settings → Organization → Contact Roles: the roles you assign to a supplier’s contacts (e.g. Sales, Technical, Accounts). Bilingual.

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Organizational structure

Settings → Organization → Structure defines your hierarchy of divisions → departments → projects, which requests and budgets are attached to. Items with linked records are deactivated rather than deleted, and can be reactivated.

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Inviting more users

Settings → Organization → Users & Roles lists everyone in your organization with their role and status. Click Invite to add a user (email, name, role). Invitees show a Pending invite badge until they set their password; use Resend invite if the email got lost. Edit a user to change their role — Seloria prevents demoting the last remaining Admin.

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SLAs and statuses

  • Settings → SLAs — adjust the exact hours and escalation days behind the wizard’s preset, separately for award approvals, PO approvals, and intake assignment.
  • Settings → RFQ Statuses — customize the status workflow your RFQs move through.
  • Settings → Evaluations — configure supplier evaluation criteria.