Company ⛭

Key information about your Company

Company - need to know

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.

Details tab

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 [e-mail] if you make a mistake here.

Date Format/Timezone Tab

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.

Logo/Strapline Tab

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 [e-mail] if you need help getting your logo to appear correctly.

Email Tab

Integrate your business email (recommended)

Check the ‘Use Integrated Email’ box to enable this feature. (recommended). See ‘Mail Accounts ’.

‘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’.

Fallback email function

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 [e-mail].

Standard Email Signature

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 [e-mail]