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en:companies [2022/05/04 15:01] artem |
en:companies [2022/05/26 12:33] simon |
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+ | ====== Explanation of company tabs ====== | ||
- | ====== Designation of company tabs ====== | + | >> |
+ | > | ||
- | >>**1**. Click the **Companies** tab to see the functionality. | + | >>**2**. Company. Your company settings. |
- | > | + | > |
- | + | ||
- | >> | + | |
- | > | + | |
The top field with **Keil(4)** allows you to select any created company. | The top field with **Keil(4)** allows you to select any created company. | ||
- | Сlick on **+** you will open a panel with **Add new company**, **Pending connections**, **Remove company** | + | Сlicking |
- | **ID** - shows your company ID | + | **ID** - Shows your company ID. |
- | **Company name** - change | + | **Company name** - Change of your company name. |
- | **Prefix** - entered | + | **Prefix** - Entered |
- | **Default company** - this company will be selected | + | **Default company** - This company will be automatically |
- | **Upload logo** - upload | + | **Upload logo** - Upload |
- | **Save** - save all settings | + | **Save** - Save all settings. |
- | >> | + | >> |
- | > | + | > |
- | **Name** - name of company | + | **Name** - The company's name. |
- | **Contact Name** - owner' | + | **Contact Name** - The owner' |
- | **Country Code** - country | + | **Country Code** - The country, where the company or delivery address |
- | **Postal Code** - the postcode | + | **Postal Code** - The postal code of the company or the delivery address. |
- | **City** - city location of the company or delivery address | + | **City** - The city, where the company or the delivery address |
- | **Street** - street | + | **Street** - The street of the company or ´the delivery address. |
- | **House** - house number | + | **House** - The house number. |
- | **State** - state or region | + | **State** - The state or region. |
- | >> | + | >> |
- | > | + | > |
- | **VAT ID** - for billing | + | **VAT ID** - Necessary |
- | **Phone** - contact | + | **Phone** - The phone number. |
- | **Fax** - for faxing | + | **Fax** - The fax number. |
- | **Mail** - mail for notifications | + | **Mail** |
- | **Telegram chat id** - to notify | + | **Telegram chat id** - For notifying |
- | **Website** - own site | + | **Website** - The company' |
- | **Notify e-mail address for prep-shipments** - separate | + | **Notify e-mail address for prep-shipments** - Separate |
**Notify e-mail address for FBM orders** - separate notification about orders by mail | **Notify e-mail address for FBM orders** - separate notification about orders by mail | ||
- | **Save** - save information, | + | **Save** - Save information, |
- | >> | + | >> |
- | > | + | > |
- | **+Platform** - adding | + | **+Platform** - Add a sales platform. |
- | Near the added marketplace | + | Near the added marketplace |
- | >> | + | >> |
- | > | + | > |
- | **+Email account** - add mail | + | **+Email account** - add an email |
**From** - from which company mail | **From** - from which company mail | ||
- | **Default** - by default | + | **Default** - this mail will be used by default |
- | **Active** - mail is active | + | **Active** - shows if the mail is active |
- | >> | + | >> |
- | > | + | > |
- | **Use company prefix** - use a prefix for the count | + | **Use company prefix** - use a prefix for invoice |
- | **Use year** - add a year to account | + | **Use year** - add a year to invoice |
- | **Reset number in new year (available when "Use year" is checked)** - reset the number | + | **Reset number in new year (available when "Use year" is checked)** - reset amount |
- | **Invoice number example** - account type example | + | **Invoice number example** - example |
- | **Vat ID** - added for invoicing linked by country | + | **Vat ID** - is added for billing with linking to the country |
- | **Invoice settings** - for which services you will be billed, for orders **Generate order invoices**, for reimbursement | + | **Invoice settings** - for which services you will be billed. For orders **Generate order invoices**, for refundment |
>> | >> | ||
- | > | + | > |
- | **+Deliveries** - add a delivery company (there is an installation | + | **+Deliveries** - add a delivery company (there is an editing |
- | >> | + | >> |
- | > | + | > |