LIMS — Settings (how to use)

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Settings

Module: LIMS

Where to open in admin

1. Log in to Admin.
2. Open sidebar menu LIMS.
3. Click Settings.
4. Direct route (for admins): admin/lims/lims_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

1. Review each settings tab (general, sync, API, tax defaults).
2. Set default accounts, prefixes, and approval rules.
3. Enable BIXCRM sync options and map payment modes if shown.
4. Save and test with one sample transaction.

Common buttons & actions

• Save settings
• Test sync
• Create API key

Required permissions

Staff need the lims_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

• Enable laboratory management features
• For non-numeric results
• Send email to lab manager or client when a result is QC approved.
• Download test results as CSV or Excel with optional filters.
• Generate COA or test reports from individual sample pages.
• Allow clients to view completed samples and download COA from the customer area.
• Add authorized signatory lines on generated COA PDFs.
• Automatically enable portal visibility when all tests are QC approved.
• Share this sample and COA with the linked client in the customer portal.
• Completed samples and certificates shared with your organization.
• CSV columns: method_code, method_name, unit, min_value, max_value, target_value, turnaround_days, price
• CSV columns: lab_id, sample_code, sample_type_id, client_id, plant_id, priority, source_reference, description
• Inventory items consumed when a test result is QC approved (requires Inventory Management module).

Related guides

See the LIMS overview for module-wide workflows, API, and setup.