Difference between revisions of "Company Information"
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[[Utilities Reports]] | [[Utilities Reports]] | ||
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| − | == Overview == | + | == Overview == |
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| + | The company information area allows you to set up the company name and contact details information that will be inserted in reports and template based documents such as Invoices and Purchase Orders. | ||
| + | |||
| + | '''How to use Company Information''' | ||
| + | |||
| + | *Select Utilities Tab | ||
| + | *Select Company Information | ||
| + | |||
| + | '''Company Name -''' | ||
| + | |||
| + | '''Shipping Address -''' This is the physical ar street address of the company that you want shown by default on Purchase orders | ||
| + | |||
| + | '''Mailing Address''' | ||
| + | |||
| + | '''Contact Name''' | ||
| + | |||
| + | '''Phone Number''' | ||
| + | |||
| + | '''Fax Number''' | ||
| + | |||
| + | '''ABN -''' Enter the ABN that you are required to display on invoices etc. | ||
| + | |||
| + | '''Email''' - Enter the email address that you want as your default contact | ||
| + | |||
| + | '''Note:''' Alternative or additional information can be inserted in templates based documents such as invoices etc. | ||
| + | |||
| + | '''Customise''' Select the Customise button to configure defaults for company correspondence generated from customer or supplier cardsFor each field the text and font can be changed as required. Fields can also be hidden and layout changed. | ||
| + | |||
| + | '''Use Document Template''' If you choose to use a MS Word (.doc format) document, eg. a word based letterhead, you can select the path of that document by selecting the folder icon and navigating to the document path. | ||
Revision as of 11:29, 3 March 2011
Overview
The company information area allows you to set up the company name and contact details information that will be inserted in reports and template based documents such as Invoices and Purchase Orders.
How to use Company Information
- Select Utilities Tab
- Select Company Information
Company Name -
Shipping Address - This is the physical ar street address of the company that you want shown by default on Purchase orders
Mailing Address
Contact Name
Phone Number
Fax Number
ABN - Enter the ABN that you are required to display on invoices etc.
Email - Enter the email address that you want as your default contact
Note: Alternative or additional information can be inserted in templates based documents such as invoices etc.
Customise Select the Customise button to configure defaults for company correspondence generated from customer or supplier cardsFor each field the text and font can be changed as required. Fields can also be hidden and layout changed.
Use Document Template If you choose to use a MS Word (.doc format) document, eg. a word based letterhead, you can select the path of that document by selecting the folder icon and navigating to the document path.
