Configure the company - Bold Factory

Use Settings to define settings shared across the organization. These values affect calculations, automations, generated codes, documents and the context used by AI.

What you can configure

Area	Use
Logo	Visually identifies the company wherever Bold supports corporate branding.
Company activity	Provides context to AI for more relevant responses.
Default lead time	Working days used when there is no specific lead time.
Time zone	Affects dates, times, schedules and automations.
Language	Defines the company locale from the available options.
Request cancellation	Controls what happens to associated orders when a manufacturing request is cancelled.
Manufacturing automations	Allow MOs to be generated or planned automatically.
Load provisioning	Requests materials before a load’s planned date.
Code prefixes	Apply to codes generated by Bold.

Critical settings

Change the time zone, prefixes and automations carefully. They can affect new records, schedules, integrations and date interpretation.

Setting	What to review before changing
Time zone	Whether it matches the company’s main operations.
Prefixes	Whether they conflict with codes already in use or external integrations.
Generate orders automatically	Whether planning and recipes are ready to create orders without manual review.
Plan orders automatically	Whether resources, shifts and priorities are well defined.
Provision loads automatically	Whether each load has a location, date and lines before entering the lead-time window.
Request cancellation	Whether you want to always block, always cancel or only cancel orders that have not started.

Update settings

Open Settings

Go to Control panel > Settings.

Review the logo and activity

Upload a logo in a recommended format (PNG or SVG) with a transparent background and describe the company’s activity.

Adjust general values

In Default lead time (business days), specify the working days the factory takes to deliver an order when the item has no specific lead time. For example, enter 5 if it usually takes five days. If you define the lead time for each item, you can leave the value at 0.In Time zone, select the zone for the main plant or site. It affects work mode records, shifts, automations and date and time display.In Language, select the company locale from the available options.In My operations source, choose the criterion work mode uses to display pending operations to the employee identified on the tablet:

Skills: displays operations associated with the employee’s skills, such as Welding.
Usual workstations: displays operations at the stations or machines to which they are usually assigned.

Define behavior when cancelling requests

Choose one of these options:

Always block the linked orders: MOs remain blocked until someone reviews the case. The block can be removed.
Always cancel the linked orders: MOs are cancelled and can no longer be executed.
Cancel if not started; block if already started: MOs without activity are cancelled, and those already started are blocked for review.

Automate MO planning

Generate production orders automaticallySelect the checkbox if you do not need the technical office to convert each request into an MO manually. Leave it cleared if you prefer to accumulate demand or review quantities before generating work.For example, for a request for 100 boards, Bold can generate the MO without waiting for a manager to release it manually. Its planning depends on the next setting.Plan production orders automaticallySelect the checkbox if you want Bold to plan new MOs automatically. Leave it cleared if you need to review each order before planning it.

Configure automatic provisioning

Provision load orders automaticallySelect the checkbox if you want Bold to request the movements needed to prepare a load order automatically. If you prefer to review each load before requesting materials, leave it cleared.For example, if a load includes 20 units stored at another location, Bold can request their transfer to the loading location when the configured lead time is reached.Provisioning lead time (business days)Enter the days the warehouse team needs to prepare or move material to the work area. The minimum value is 0. With 0, the load is provisioned on its planned date; with 1, one working day earlier.The request reserves available stock at the loading location and creates preparation movements for the missing quantity.For example, with 1, the request for a load planned for Tuesday can be generated one working day earlier.

Standardize prefixes

Prefixes are codes of up to four characters added before the sequential numeric identifiers generated by Bold. They help you recognize the document or entity type on labels, delivery notes and screens.Usage recommendations:

Short and clear: use abbreviations of two to four letters that the team recognizes.
Stable: avoid changing them once records exist to maintain consistency in searches and traceability.

Examples:

ART -> Items
OF  -> Manufacturing orders
WO  -> Work orders

Common problems

Problem	What to review
New codes do not have the expected prefix	Review the configured prefix and whether the record was created before the change.
Automation times do not match expectations	Review the company time zone.
A cancellation does not allow associated orders to close	Review the request cancellation policy.
AI responds with little business context	Complete the company activity.
A load does not request materials automatically	Check that it is planned, has not already been requested and its date is within the lead-time window.

​What you can configure

​Critical settings

​Update settings

​Common problems

​Related

What you can configure

Critical settings

Update settings

Common problems

Related