Configuration
After installation, several settings let you tailor Nadigit IMS to your business.
For the variables in the .env of an on-premises install (hostname, Keycloak,
databases, licensing), see the Configuration reference.
Company settings
In System Settings → Global settings (and Organization → My Company):
- Identity: name, logo, contact details.
- Currency and amount format.
- Organization default language: see below.
Document language
There are two distinct language settings, not to be confused:
| Setting | Where | What it controls |
|---|---|---|
| Display language | Profile page (account menu → My account) | The interface language, remembered by the browser; English on a new computer |
| Organization default language | Company settings | The language of generated documents: receipts, invoices, emails, notifications |
In other words, two colleagues can use the app in two different languages, while the company's official documents are produced in the organization's default language.
Taxes
Nadigit IMS supports two tax calculation modes:
- Global: a single rate applies to all sales (the default, simplest mode).
- By rules: rates are determined by rules (per item, per category, etc.) for more complex cases. These rules are managed in Finance → Tax rules (TVA).
Choose the mode that fits your regulations and your catalog.
NadiPilot and AI
NadiPilot must be enabled and configured by an administrator before it can answer anything. Everything is set from System settings → Global settings, Integrations tab, Channels & alerts section, AI & language models tile.
- Turn on AI integration enabled.
- Pick an LLM provider and enter its API key.
- Optionally set a fallback provider, used when the main one does not respond.
| Provider | Note |
|---|---|
| OpenAI | Paid |
| Anthropic | Paid |
| Google AI Studio (Gemini) | Free tier / low cost |
| Groq | Free tier / low cost |
| OpenRouter | Free and low-cost routes |
| Ollama | Free, runs locally (no data leaves your network) |
Values entered here are stored in the application configuration and override the environment when set.
Invoice extraction
The AI invoice extraction mode is set on the same page:
- Off: no AI extraction.
- Hybrid: AI steps in only when automatic reading is not confident enough.
- Primary: AI reads the invoice first.
Market trends (Enterprise)
The Market trends (live data) tile connects a web-search provider so NadiPilot can base its assortment suggestions on current, sourced market data rather than model knowledge alone. Enter the provider, the API key and the number of results per search, then use Test connection.
Results are cached for 12 hours. If the provider is unreachable, NadiPilot falls back to model knowledge automatically: the conversation is never interrupted.
The assistant requires the Pro plan. Live market trends require the Enterprise plan (see Licences and plans).
Reports and performance
The Reports and performance section of the global settings tunes the staff performance report:
| Setting | What it controls |
|---|---|
| Staff leaderboard | Shows or hides the named ranking. Turned off, each person keeps their figures and the team median, but no position |
| Cash variance tolerance | Beyond this gap between declared and expected amount, a register session counts as "out of tolerance" |
| Recompute window | How many recent days the nightly job recalculates. Several are needed: late-closed sessions and backdated documents change figures already recorded |
| History retention | How long daily figures are kept. A long history keeps year-on-year comparison possible |
Process modes (sales and purchases)
Two settings decide how the application models your sales and purchases. They live under System settings → Global settings.
| Setting | Default |
|---|---|
| Sales process mode | Hybrid |
| Purchase process mode | Transaction |
Each accepts three values:
- Transaction: the operation is entered directly. You record a sale or a purchase without going through an imposed sequence of documents.
- Document chain: each operation follows a controlled sequence of steps, as on paper.
- Hybrid: both approaches coexist, with no sequence constraint.
What "document chain" changes
It is the only mode that enforces a sequence. The other two let statuses move freely.
| Sales | Purchases | |
|---|---|---|
| Initial status | Ordered | Pending |
| Enforced sequence | Ordered → Processing → Delivered → Completed | Pending → Approved → Received → Completed |
| Effect of payment | does not jump straight to Completed | neither approves nor receives automatically |
Any transition that does not follow that order is refused.
Changing mode
A change is blocked while sales or purchases are still in progress, meaning neither completed nor cancelled. Complete or cancel them first. An administrator can force the change, but the application warns of the risk: documents created under one mode mix badly with another.
Users and roles
User accounts are created in System Settings → Users and permissions; the authentication service (Keycloak) then stores the identities. Give each person the role matching their responsibilities (for example Cashier, Warehouseman, Administrator) to limit access to sensitive functions. See Administration.
Plans and features
Some features (multi-company, advanced NadiPilot functions, integrations…) depend on your subscription plan. The active plan determines the available limits and modules (see Licences and plans for the breakdown per plan).
Integrations
Integrations are configured from System Settings → Global settings, Integrations tab:
- E-commerce Integrations (Enterprise): online stores synchronized with a warehouse. See E-commerce integration and the Integration API.
- AI & language models: NadiPilot and invoice extraction (see above).
- E-mail, Telegram, WhatsApp: channels for notifications and alerts.
The data each integration exchanges with the outside is listed in Security and data protection.
Document, internally, the configuration values specific to your instance (currency, tax mode, defined roles). It will ease maintenance and support.