NOTE – Before you can complete this screen, please set up the currency used by your company.

To enter information about your own company, navigate to Data⇒Organisation⇒My Company

In the detail tab enter your company details, selecting your default currency from the drop down menu. Selecting the Company Type determines some of the fields that are available within the system, as not all fields are relevant to all companies. If you are unsure which company type to select, please contact our support team who will be happy to discuss the options.

The Quotation Markup field allows you to decide a percentage to be added to all estimates when producing a quote. This is a default figure and can be overwritten on each individual estimate.

Uploading your Contract Review allows users easy access to the document when checking incoming orders. You can also upload FAIR (First Article Inspection Report) and PPAP (Production Part Approval Process) documents for access by relevant users.

Uploading your logo will allow it to be printed on your company paperwork.

If you would like your company Terms & Conditions available to be sent out with invoices or deliveries, please upload them as a PDF document or manually enter them in the “Terms & Conditions” field.

When you have completed the fields, click on the Address tab to add your company address or click on Save.