Company ⛭
Key information about your Company
Entering data here is a one-time, set and forget task. Use the ‘Configure’ action to change the settings below. From here you can edit and save values.
The Company Info Document stores the details required by Sales and Purchasing documents to identify your business, i.e. your company name, address, and logo.
To align your accounting records with your fiscal year, select a month in the ‘First month in fiscal year’ field.
To set the base currency of your General Ledger, select the Currency.
Once set you cannot change the General Ledger Currency. Contact [email protected] if you make a mistake here.
Commensurate with the above details, you can set the Date format and timezone. The date format appears on Documents throughout your system. The timezone setting ensures your documents have the correct date.
Upload your logo. Use .jpg or .png formats. The maximum dimensions are 500 x 500 pixels. The file size must be no larger than 100 Kb.
This logo will appear on all of your Sales and Purchase Documents. Depending upon the shape of the logo, you may need to experiment with the pixel dimensions. Contact [email protected] if you need help getting your logo to appear correctly.
‘Integrated Email’ lets you connect your company mailboxes into Salesorder so you can individually correspond with your Leads, Prospects, Customers, and Suppliers (trading partners).
This function enables your users to send and receive emails from multiple mailboxes to your trading partners and their respective contacts. The email function on the trading partner ‘master’ enables users to track respective email dialogues, i.e. by customer, by the mailbox. See ‘Email’.
The following fields are for a fallback email system:
Default (From:) address
Default address for copies
Plain Text signature
Standard Email signature
This mail system allows you to send mail using a mail address through the Sendgrid mail platform. Sendgrid provides a robust and managed service to deliver and track emails. If you need a fallback system, please contact [email protected].
You need a basic knowledge of CSS, a language used to style HTML ( the language used to create web pages) to apply styling to the signature. For a tutorial on how to use CSS, see this CSS Tutorial.
You can format your signature with different typefaces, sizes, color, etc.
If you need assistance, we are here to help at [email protected]
Last modified 5mo ago