Difference between revisions of "11. Company Information"
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Cgillhouse (Talk | contribs) (Created page with "'''Company Information''' '''Company Information - Do you understand how this feeds into the Templates?''' In the '''Company Information''' you can enter the company name...") |
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'''Company Information''' | '''Company Information''' | ||
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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. | ||
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'''Company Information - Do you understand how this feeds into the Templates?''' | '''Company Information - Do you understand how this feeds into the Templates?''' | ||
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− | This | + | Utilities Tab |
+ | Select '''Company Information''' tab | ||
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+ | *Enter '''Company Name''' - Type the company name as you wish it to be displayed | ||
+ | *Enter '''Shipping Address''' - This is the physical ar street address of the company that you want shown by default on | ||
+ | *Enter '''Mailing Address''' - Enter the mailing address of the company | ||
+ | *Enter '''Contact First/Last Name''' - Enter the main contact for the company | ||
+ | *Enter '''Phone Number''' - Enter the phone number you want to print on documents | ||
+ | *Enter '''Fax Number''' - Enter the fax number you want to print on documents, that are required to display on invoices etc. | ||
+ | *Enter '''Email''' - Enter the email address that you want as your default contact | ||
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This then feed back into your templates, when you select the relevant SQL field which will automatically populates these details. | This then feed back into your templates, when you select the relevant SQL field which will automatically populates these details. |
Latest revision as of 10:09, 9 October 2015
Company Information
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.
Company Information - Do you understand how this feeds into the Templates?
Utilities Tab
Select Company Information tab
- Enter Company Name - Type the company name as you wish it to be displayed
- Enter Shipping Address - This is the physical ar street address of the company that you want shown by default on
- Enter Mailing Address - Enter the mailing address of the company
- Enter Contact First/Last Name - Enter the main contact for the company
- Enter Phone Number - Enter the phone number you want to print on documents
- Enter Fax Number - Enter the fax number you want to print on documents, that are required to display on invoices etc.
- Enter Email - Enter the email address that you want as your default contact
This then feed back into your templates, when you select the relevant SQL field which will automatically populates these details.