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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

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Open System Operations Settings

  1. Open Settings.
  2. Choose Entity Settings.
  3. Open the System group.
  4. Use Printing, Modules, or Tags.

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Printing

Printing settings connect Arcus workflows to the printers available through PrintNode. Labels, packing slips, merged document packets, category-filtered package views, and print job history all depend on these settings.

Printing settings page showing PrintNode connection status, default label and document printers, auto-print, category filters, and recent print jobs
  • Connection status: confirms whether Arcus can reach the PrintNode connector and discover printers.
  • Default Label Printer: used for shipping labels, usually a 4x6 thermal printer.
  • Default Document Printer: used for packing slips, PDFs, and merged packets.
  • Auto-print on fulfill: sends the label and packing slip automatically when a package is fulfilled.
  • Printer Category Filters: limits a workstation view to packages that contain matching product categories.
  • Recent Print Jobs: helps investigate failed, blocked, queued, or submitted print attempts.
Offline printers do not stop the shipment by themselves If a printer is offline, Arcus can block or record the print job while the shipping or fulfillment action continues. Always review the job history before reprinting so the team does not create duplicate labels or miss paperwork.

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Modules

Modules decide which major sections appear in the sidebar for the organization. This is useful when a team does not use a module and wants a cleaner navigation surface.

Modules settings page showing enabled sidebar modules such as Orders, Inventory, Fulfillment, Accounting, Shipping, and Returns
Modules are not security controls Hiding a module removes it from the sidebar, but permissions still decide what users can view or change. Use User Management and roles for access control.
  • Orders: sales orders, invoices, and order management.
  • Inventory: inventory, warehouse, bins, serials, and stock tools.
  • Fulfillment: packing, shipping labels, and fulfillment queues.
  • Accounting: GL, AP, AR, journal entries, and reports.
  • Shipping: rate shopping, labels, tracking, and shipment tools.
  • Returns: customer RMAs and vendor returns.
At least one module must stay enabled Arcus prevents saving an empty module list. Core items such as Dashboard, Accounts, Products, Purchasing, Support, Organization, and Settings can still appear outside this module list.

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Tags

Tags label orders, accounts, products, returns, and packages. Some tags are purely informational. Actionable tags can change workflow behavior, such as blocking fulfillment or blocking new orders.

Tags settings page showing system tags, custom tags, scopes, colors, and actionable tag labels
  • System tags: seeded by Arcus, protected from deletion, and often tied to known workflow behavior.
  • Custom tags: created by your team for local process, review, routing, or reporting needs.
  • Applies to: limits where a tag can be attached, such as orders, accounts, products, returns, or packages.
  • Actionable: marks a tag as more than informational when a supported workflow reads it.
  • Active: hides a tag from future use without removing it from every historical record.
Create custom tag modal showing name, slug, color, description, scope, actionable behavior, and active status
Use specific tag names A tag named “Needs review” is easy to overuse. Names like “Hold for billing”, “Call before shipping”, or “Do not ship until address confirmed” are easier for operators to act on.
  1. Connect PrintNode in Integrations before configuring printers.
  2. Confirm each workstation sees the correct label and document printers.
  3. Turn on auto-print only after a pack-and-ship test succeeds.
  4. Use category filters only when printer stations handle different product groups.
  5. Review modules with managers before hiding navigation sections.
  6. Create tags for real decisions, not every small note.
  7. Test actionable tags on a sandbox record before relying on them in production.

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Common Blocks

  • No printers appear: confirm the PrintNode connector is connected and the PrintNode client is running on the host computer.
  • Labels print on the wrong device: check the default label printer and the workstation printer selection.
  • Auto-print did not happen: confirm auto-print is enabled, the package was fulfilled, and the printer job history does not show a blocked job.
  • A team member cannot see a module: check module visibility first, then check the user’s role and permissions.
  • A tag is not available on a record: confirm the tag scope includes that record type and the tag is active.
  • A tag blocks work unexpectedly: review whether the tag is actionable, then remove it from the record or adjust the tag catalog.

Shipping and Fulfillment Setup

Configure Shippo, carrier defaults, shipping rules, freight routing, PackPilot, scanners, and PrintNode printing.

Integrations

Connect Stripe, marketplaces, shipping, email, and other services.

User Management

Invite users, manage entity access, roles, permissions, location restrictions, PINs, and MFA reset workflows.

Account Management

Create customer and vendor accounts with terms, addresses, and preferences.

Fulfillment Station

Operate the station view for picking, packing, and shipping.

Settings Overview

Understand the admin surfaces, settings groups, and workflow impact areas.