Configure Your Settings

Before connecting your stores and accounting software, it's essential to configure your account settings properly. This ensures accurate tax calculations, proper order processing, and compliance with local regulations.

Accessing Your Settings

Navigate to your settings page from the main navigation menu or visit /home/settings directly. The settings are organized into three main tabs:

• Profile & Account - Basic account management
• Tax & Business - Business location and tax settings
• Margin Scheme - EU-specific margin scheme settings

Profile & Account Settings

Basic Profile Information

• Profile Picture: Upload a profile image for your account
• Display Name: Update your name as it appears in the system
• Email Address: Change your contact email (requires verification)

Security Settings

• Password: Update your password (if using email/password authentication)
• Multi-Factor Authentication (MFA): Enable additional security with TOTP authentication

Danger Zone

• Delete Account: Permanently remove your account

Tax & Business Configuration

This section is crucial for proper order processing and tax calculations.

Location Settings

Country Selection

• Required: Select your business country from the dropdown
• Impact: Determines available tax features and regulations
• EU vs Non-EU: Affects which settings are available

VAT Configuration

VAT Applicable

• Checkbox: Indicate whether VAT applies to your business or you have a VAT exemption
• Impact: Affects tax calculations and invoice generation
• Recommendation: Check if you're VAT-registered in your country

Order Synchronization

Processed Orders Cutoff Date

• Purpose: Determines how far back to sync orders
• Range: 7 days ago to today
• Impact: Affects initial data synchronization with accounting software

Margin Scheme Settings (EU Only)

This section only appears if you've selected an EU country and is essential for second-hand goods sellers.

What is Margin Scheme?

The margin scheme is a special VAT arrangement for second-hand goods, like works of art, collectors' items, and antiques. But also used Lego®. Instead of charging VAT on the full selling price, you only pay VAT on your profit margin.

Margin Scheme Usage Options

None (Standard VAT)

• Default option: All products use standard VAT rates
• Use when: All your products are new or you prefer standard VAT
• Calculation: VAT applied to full selling price

Full Margin Scheme

• All products: Every product in your inventory uses margin scheme
• Use when: Your entire business deals with second-hand goods
• Calculation: No VAT applied on your products

Partial Margin Scheme

• Mixed inventory: Some products use margin scheme, others standard VAT
• Use when: You sell both new and second-hand goods
• Requires: Product identification configuration

Product Identification (Partial Usage Only)

When using partial margin scheme, you need to identify which products qualify:

Identification Method

• Direct: Identify products that DO use margin scheme
• Reverse: Identify products that DON'T use margin scheme (easier if most products qualify)

Pattern Configuration

Configure how the system identifies qualifying products:

• Pattern Type:

  • Prefix: Remark or personal note starting with specific text
  • Contains: Remark or personal note containing specific text
  • Suffix: Remark or personal note ending with specific text

• Pattern Text: The actual text to match against

Examples

• Prefix "USED-": Products like "USED-Set1234" qualify for margin scheme
• Contains "MARGIN": Products like "MARGIN PART" qualify
• Suffix "-U": Products like "D0123-U" qualify

Configuration Tips

Getting Started

1. Start with Profile: Set up basic account information first
2. Configure Location: Your country selection affects all other settings
3. Set VAT Status: This impacts how orders are processed
4. Review Margin Scheme: Only configure if you deal with second-hand goods

Common Configurations

New seller (Non-EU)

• Country: Your business location
• VAT Applicable: Based on local registration
• Margin Scheme: None (not applicable)

EU Second-Hand seller

• Country: Your EU country
• VAT Applicable: Yes
• Margin Scheme: Full or Partial (based on inventory)

Mixed Inventory seller

• Country: Your location
• VAT Applicable: Yes
• Margin Scheme: Partial
• Product Identification: Configure pattern matching

Validation and Errors

Required Fields

• Country: Must be selected before proceeding
• Cutoff Date: Must be within allowed range

Common Issues

• Date Range: Cutoff date must be between 7 days ago and today
• Pattern Conflicts: Ensure pattern matching doesn't create conflicts

Impact on Other Features

Store Connections

• Location settings affect available tax calculations
• Margin scheme settings determine product processing

Accounting Integration

• All settings are used for proper invoice generation
• Tax settings ensure compliance with local regulations

Order Processing

• Cutoff date affects initial synchronization
• VAT settings impact price calculations

Security Considerations

• All settings are encrypted in transit and at rest
• Changes are logged for audit purposes

Next Steps

Once your settings are configured:

1. Verify settings: Review all configurations before proceeding
2. Connect stores: Link your BrickLink and BrickOwl accounts
3. Set up accounting: Connect your accounting software
4. Test integration: Manual sync an order before starting the sync schedule

Need help with specific settings? Check the tooltips and help text throughout the settings interface, or refer to the Getting Started guide for the complete setup process.