Site Settings

Most site settings are only available to the site administrator. It’s a good idea to familiarize yourself with these settings early on and make some choices to reduce headaches later on. This is also where you’ll need to go to update your credit card billing information or make any other changes to your Aligni subscription.

NavBar-Top@2xAccess the Site Settings pages by clicking on your avatar icon at the top left of any page. There are several pages of settings available, many of which are only available to the site administrator and librarians.

SiteSettings-PagesSubscription Management

Visit this page to manage your site subscription, update your billing information (make sure you update your Aligni subscription before your credit card expires!) or cancel your subscription.

Assign a New Administrator

You may use this function to assign the role of site administrator to another existing account. Once you make the new assignment, you will be logged out so that control transfers gracefully.

Site Backups

If you have an Amazon S3 account associated with your Aligni database, you can enable automatic weekly backups of your database that gets stored in your S3 bucket.  For more information, see the Backup Tool Documentation.

General Settings

From the General settings tab, you can enter an optional billing contact email, set your site name, and manage your API access token.  You can also setup an Amazon S3 bucket to enable file storage with your Aligni site.  There are also additional settings to control how part numbers and other information is displayed as well as some security settings.

Part Numbers

In addition to the manufacturer’s part number that is assigned to every part in your database, you’ll also have an internal part number.  Aligni provides the ability to use manually-assigned part numbers but you can also allow Aligni to automatically assign part numbers with optional manufacturer or part type prefixes.

If your organization does not already have a part numbering policy in place, we strongly recommend using a simple autoincrement style without prefixes and keeping the part number length relatively short (e.g. 6).  This will provide a short, unique SKU for each part to reduce errors when communicating about your parts.  Of course, Aligni always shows the manufacturer’s part number and allows you to search by manufacturer’s part number as well.

For more detail, please visit the Part Numbering page.

Manufacturer Numbers

When you choose to include manufacturer numbers in your part numbers, you can setup how Aligni assigns manufacturer numbers (manually or automatically) and how long the prefix is.

Part Type Numbers

When you choose to include part type numbers in your part numbers, you can setup how Aligni assigns part type numbers (manually or automatically) and how long the number is.

Inventory Asset Numbering

Inventory asset IDs are unique IDs (optionally) assigned to inventory units for tracking. Configure numbering options here.

Purchasing

On the purchasing tab are a few settings that determine how Aligni generates purchase orders for your vendors.  The company phone number and bill-to address will appear on purchase orders you generator for vendors as PDFs.

You may also choose to have Aligni automatically generate purchase order numbers in sequence and set the number length and next number to be generated.  If you choose to manually specify each PO number, Aligni will enforce uniqueness so that duplicate PO numbers are not entered.

SiteSettings-UsageDatabase Usage

Some items in your Aligni site are limited based on your subscription level. Usage information for these items is displayed at the bottom left and lets you monitor your levels as your site expands.

If you approach (or reach) any of your limits, you can update your subscription on the Subscription tab.

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