Company Settings

Company settings configure your organization's profile, business information, regional preferences, and operational parameters. This guide covers company configuration and management.

Overview

Company settings enable you to:

• Set organization profile
• Configure business info
• Define regional settings
• Set operational hours
• Manage locations
• Configure defaults

Accessing Company Settings

Navigate to Settings → Company to configure company information.

Understanding Company Settings

Setting Categories

Category	Description
Profile	Organization info
Contact	Contact details
Regional	Locale settings
Operations	Business hours
Locations	Physical locations
Branding	Visual identity

Configuration Scope

Scope	Application
Global	All operations
Location	Per location
Department	Per department
User	User overrides

How-To Guides

How to Set Up Company Profile

Basic Information

1. Go to Settings → Company → Profile
2. Enter company details:
   • Company name
   • Legal name
   • Industry
   • Size
3. Add registration info
4. Save profile

Company Profile

Company Profile

Basic Information:
├─ Company Name: Acme Corporation
├─ Legal Name: Acme Corporation Inc.
├─ Industry: Manufacturing
├─ Company Size: 100-500 employees
└─ Founded: 2010

Registration:
├─ Tax ID: 12-3456789
├─ Registration Number: ABC123456
├─ VAT Number: US123456789
└─ D-U-N-S Number: 12-345-6789

Type:
├─ Entity Type: Corporation
├─ Fiscal Year End: December 31
└─ Primary Currency: USD

How to Configure Contact Information

Contact Details

1. Go to Settings → Company → Contact
2. Enter:
   • Primary address
   • Phone numbers
   • Email addresses
   • Website
3. Set communication preferences
4. Save settings

Contact Configuration

Company Contact Information

Primary Address:
├─ Street: 123 Business Park Drive
├─ Suite: Suite 500
├─ City: Chicago
├─ State: Illinois
├─ Postal Code: 60601
├─ Country: United States
└─ Time Zone: America/Chicago

Phone:
├─ Main: +1 (312) 555-0100
├─ Sales: +1 (312) 555-0101
├─ Support: +1 (312) 555-0102
└─ Fax: +1 (312) 555-0199

Email:
├─ General: [email protected]
├─ Sales: [email protected]
├─ Support: [email protected]
└─ Billing: [email protected]

Web:
├─ Website: https://www.acmecorp.com
├─ Support Portal: https://support.acmecorp.com
└─ Social: @acmecorp

How to Set Regional Preferences

Regional Settings

1. Go to Settings → Company → Regional
2. Configure:
   • Language
   • Date format
   • Time format
   • Number format
3. Set currency options
4. Save preferences

Regional Configuration

Regional Settings

Language & Locale:
├─ Primary Language: English (US)
├─ Secondary Languages: Spanish, French
├─ Locale: en-US
└─ Character Set: UTF-8

Date & Time:
├─ Date Format: MM/DD/YYYY
├─ Time Format: 12-hour (AM/PM)
├─ First Day of Week: Sunday
├─ Time Zone: America/Chicago
└─ Daylight Saving: Auto-adjust

Numbers & Currency:
├─ Number Format: 1,234.56
├─ Primary Currency: USD ($)
├─ Currency Position: Before
├─ Decimal Places: 2
└─ Thousand Separator: Comma

Units:
├─ Weight: Pounds (lb)
├─ Dimensions: Inches (in)
├─ Temperature: Fahrenheit (°F)
└─ Distance: Miles

How to Configure Business Hours

Operating Hours

1. Go to Settings → Company → Hours
2. Set standard hours:
   • Work days
   • Opening time
   • Closing time
3. Add exceptions
4. Configure holidays

Hours Configuration

Business Hours

Standard Hours:
├─ Monday: 8:00 AM - 6:00 PM
├─ Tuesday: 8:00 AM - 6:00 PM
├─ Wednesday: 8:00 AM - 6:00 PM
├─ Thursday: 8:00 AM - 6:00 PM
├─ Friday: 8:00 AM - 5:00 PM
├─ Saturday: 9:00 AM - 1:00 PM
└─ Sunday: Closed

Departments:
├─ Sales: Mon-Fri 9 AM - 5 PM
├─ Support: Mon-Sat 8 AM - 8 PM
├─ Warehouse: Mon-Fri 6 AM - 4 PM
└─ Finance: Mon-Fri 9 AM - 5 PM

Holiday Schedule: US Federal Holidays

Holiday Calendar

Holiday	Date	Status
New Year's Day	Jan 1	Closed
Memorial Day	Last Mon May	Closed
Independence Day	Jul 4	Closed
Labor Day	First Mon Sep	Closed
Thanksgiving	Fourth Thu Nov	Closed
Christmas	Dec 25	Closed

How to Manage Locations

Adding Locations

1. Go to Settings → Company → Locations
2. Click Add Location
3. Enter:
   • Location name
   • Address
   • Contact info
   • Operating hours
4. Set location type
5. Save location

Location Configuration

Location: Chicago Distribution Center

Basic Info:
├─ Name: Chicago Distribution Center
├─ Code: CHI-DC-01
├─ Type: Distribution Center
└─ Status: Active

Address:
├─ Street: 456 Logistics Boulevard
├─ City: Chicago
├─ State: Illinois
├─ Postal Code: 60639
└─ Country: United States

Contact:
├─ Phone: +1 (312) 555-0200
├─ Email: [email protected]
└─ Manager: John Smith

Operations:
├─ Hours: Mon-Sat 6 AM - 10 PM
├─ Warehouse: Yes
├─ Ship From: Yes
└─ Receive At: Yes

Location Types

Type	Purpose
Headquarters	Main office
Branch	Regional office
Warehouse	Inventory storage
Distribution	Shipping hub
Retail	Customer-facing

How to Set System Defaults

Default Configuration

1. Go to Settings → Company → Defaults
2. Configure:
   • Default values
   • Auto-assignments
   • Standard terms
3. Set preferences
4. Save defaults

System Defaults

System Defaults

Documents:
├─ Invoice Terms: Net 30
├─ Quote Validity: 30 days
├─ PO Terms: Net 45
└─ Currency: USD

Pricing:
├─ Tax Inclusive: No
├─ Discount Type: Percentage
├─ Price Rounding: 2 decimals
└─ Min Order: $50.00

Shipping:
├─ Default Method: Ground
├─ Default Carrier: UPS
├─ Free Shipping: $100+
└─ Insurance: Over $500

Notifications:
├─ Order Confirmation: Enabled
├─ Shipping Updates: Enabled
├─ Invoice Reminders: 3, 7, 14 days
└─ Low Stock Alert: 10 units

How to Configure Branding

Brand Settings

1. Go to Settings → Company → Branding
2. Upload assets:
   • Logo
   • Favicon
   • Email header
3. Set colors
4. Configure templates

Branding Configuration

Company Branding

Logo:
├─ Primary Logo: logo-dark.png (for light backgrounds)
├─ Alternate Logo: logo-light.png (for dark backgrounds)
├─ Favicon: favicon.ico
└─ Email Header: email-header.png

Colors:
├─ Primary: #2563EB (Blue)
├─ Secondary: #1E40AF (Dark Blue)
├─ Accent: #10B981 (Green)
└─ Text: #111827 (Dark Gray)

Typography:
├─ Heading Font: Inter
├─ Body Font: Inter
└─ Document Font: Arial

Templates:
├─ Invoice: Custom branded
├─ Quote: Custom branded
├─ PO: Custom branded
└─ Email: Company template

Advanced Features

Multi-Company Support

Manage multiple entities:

• Separate configurations
• Shared resources
• Inter-company transactions
• Consolidated reporting

Compliance Configuration

Regulatory settings:

• Tax compliance
• Industry regulations
• Data privacy
• Audit requirements

Localization

Multi-region support:

• Language packs
• Regional formats
• Local currencies
• Tax jurisdictions

API Configuration

System integration:

• API keys
• Webhooks
• External systems
• Data sync

Best Practices

Profile Management

• Keep info current
• Verify registrations
• Update annually
• Document changes

Regional Settings

• Match user base
• Support locales
• Test formats
• Consistent display

Location Setup

• Accurate addresses
• Clear naming
• Proper classification
• Regular updates

Branding Consistency

• High-quality assets
• Consistent colors
• Professional templates
• Regular review

Configuration

Profile Settings

Navigate to Settings → Company → Profile:

• Basic - Company information
• Registration - Legal details
• Industry - Classification
• Contact - Contact info

Regional Settings

• Language - Language options
• Date/Time - Format settings
• Currency - Money formats
• Units - Measurement units

Operations Settings

• Hours - Business hours
• Holidays - Holiday calendar
• Locations - Physical sites
• Defaults - System defaults

Troubleshooting

Common Issues

Settings not saving

• Check permissions
• Verify required fields
• Review validation
• Try again

Wrong format displaying

• Check regional settings
• Verify user locale
• Clear cache
• Test in incognito

Location not appearing

• Verify status active
• Check permissions
• Review location type
• Refresh page

Branding not updating

• Clear browser cache
• Check file formats
• Verify upload size
• Wait for propagation

Related Documentation

Learn about Document Settings to configure document templates and numbering.