Settings

Settings is where you configure the catalogs and connections that power the rest of setlist. Each section is its own page; set them up once and they feed the dropdowns and behaviors everywhere else.

Where: setlist → Settings

"Configure the catalogs and connections that power your product pipeline. Pick a section to manage it."


A note on saving

setlist uses a consistent save model across Settings:

  • Editing an existing row autosaves. No save button — a small Saving… → Saved toast confirms it.
  • Adding and removing are explicit. "Add …" buttons and trash icons are deliberate clicks. Removing takes effect immediately (no confirmation dialog).

A couple of spots use an explicit Save button by design (the global SKU prefix, and a few one-shot actions) — those are called out in their own pages.


A new shop starts empty

setlist doesn't ship with pre-loaded catalogs — a new shop starts empty, and you build these lists yourself. (Demo stores can be loaded with sample jewelry data, which is where examples like "Rings" and "Sterling Silver" in these docs come from.) Wherever a catalog is empty, the related field on a product shows an "Add … in Settings" hint.

Suggested setup order:

  1. Product types & SKUs — set the global SKU prefix, add your types, build their SKU templates and default options
  2. Team — teams + people (product owners)
  3. Launches and Product lines
  4. Classifications — your custom product fields
  5. Testing presets and Questionnaires
  6. Materials — sync them from Fulfil, or add them by hand / by CSV if you don't use Fulfil
  7. Campaign types and Preferences as needed

The sections

SectionWhat it configures
Product typesThe product-type dropdown + how SKUs are generated (global prefix, per-type templates, auto-derived codes), default variant options, target margin/forecast, and subcategories
TeamTeams (groups) and People (the product owners); exactly one default team
LaunchesThe launches you assign products to — name + date range + internal images
Campaign typesLabels for the campaign Type dropdown (Seasonal, Drop, Collab…)
Product linesThe product-line dropdown; each line's behavior drives a limited-quantity or limited-date field
ClassificationsDefine-your-own product fields — a Yes/No toggle or a managed list
Testing presetsStandard QA tests used as the test-name dropdown
QuestionnairesReusable question sets for user testing
MaterialsRaw materials — synced from Fulfil (read-only) and/or added by hand (manual entry + CSV import)
IntegrationsThe Fulfil connection
PreferencesApp-behavior toggles (progressive product view, design lead time)
BillingThe single Shopify-managed plan and its status

How it all connects

Product types ──▶ SKU generation, the type dropdown, default variant options,
                   target margin (→ suggested prices), target forecast (→ starting forecast),
                   subcategories
Global SKU prefix ─▶ prepended to SKUs (when a type's template includes the prefix token)
Team ─────────▶ the product Owner dropdown; the default team seeds new products
Launches ─────▶ product assignment; launch window scales weekly/monthly forecast targets;
                   launch end date defaults a limited-date product's end date
Product lines ─▶ the line dropdown; behavior → limited-quantity / limited-date field
Classifications ▶ custom fields on the chosen product stage card
Testing presets ▶ the test-name dropdown (prefills prescription + owner)
Materials ─────▶ the bill-of-materials picker (unit cost + stock); pending materials block launch
Fulfil connection ▶ populates Materials (optional — materials can also be added by hand / CSV)
Preferences ──▶ progressive product view; the design lead time that derives due dates

See also