System Setup is where a company's machinery lives. In the menu it is a single entry, also named System Setup — the setup screens are not listed in the menu one by one. The entry opens the System Setup home: a directory of every setup screen, grouped by area, with a search box that narrows the directory as you type the name of the screen you want. Screens your modules switch off, or your permissions deny, do not appear at all.
Setting up a new company is a different job from administering a running one, so the guided path stays separate from the directory: the home's first card opens Setup Progress — the first-run checklist of 0.9 and 16.6 — which walks the screens in dependency order and tracks what remains.
- General — Companies: the company record itself — identity, home currency, and the long page of switches and preferences that the module chapters call their "settings" sections (0.6). Workflow & modules — which modules are on, and at what depth (0.4, 0.5). Number Sequences — the prefixes and next numbers behind every code (SO-1042, CUS-001); touch them rarely, and never backwards. Data Migration. Contact Titles. Branches and Departments — where the company is, and how it is organised. Subscription — your plan, its meters and its invoices (Chapter 15). Cockpits — your company's cockpit compositions, the second level of 2.6. Document Management — the Documents module's administration: retention, the file plan, email-in capture, the storage position, year-end bundles and export (Chapter 14); it appears for holders of the manage documents permission.
- Sales — Customer Categories, Sales Territories, Campaign Channels, and Rejection Reasons (one list — purchasing draws on it too).
- Procurements — Supplier Categories, Landed Cost Templates and Landed Cost Elements.
- Products — Product Categories, Warehouses (where stock lives), Units of Measure and UOM Conversions (the Products machinery of Chapter 6), and Carriers — the delivery carriers your waybills pick from (Chapter 3); keep the list to the names your customers will recognise on a tracking page.
- Accounts — the chart of 7.5 in its layers: Account Groups, the Accounts themselves, Account Roles, and Account Subledgers — the named subdivisions under an account. Then the money machinery: Tax Codes (your VAT codes and the accounts they post to; the VAT Return at 7.6 reads them), Payment Terms (the terms your customers and suppliers trade on), Currencies and Exchange Rates (7.11).
- Donations — Donation Designations, the purposes money is given to (Chapter 12).
- CRM — Pipelines and Signal rules, the CRM setup of Chapter 17.
Two things are deliberately not in this directory: Account Classes — the standard families every chart hangs on (Assets, Liabilities, Equity, Income, Expenses) — are the same in every company, so they are looked after by the platform, not edited per company. You meet them where they belong: as the structure inside the Chart of Accounts report (7.5). And the Setup wizard — the wizard exists to create a company and get it off the ground, so inside a running company it is never offered, in the menu or in this directory; a company administrator who follows an old link to it is taken to their own company record instead (0.10).
Module-specific setup that is not a company directory screen — tank types and their kin — stays in its own module's menu, labelled with the module's name, where its own chapter covers it.