Company Details

Company Details

Setup > Organization Setup > Company Details



Company Details is where Company Name, Address and Company Logos are manager. These details will be displayed on internal and external reports.



Company Name: Name of your company
Address: Address, City, State and Zip Code of the main office of your company.
Phone: Phone Number that you want to display on the reports.  
Fax: Fax number you want do display on the reports.
Units: Metric or Imperial. This will be used as the base unit type when creating quotes.
Hours Of Operation: The number of production days a week.
Company Logo: The logo used on reports.



    • Related Articles

    • Part Details Bar

      In this video, we will walk you through the latest update on version 2023.20.5,which introduces a color coded option for the part detail bar. This new feature allows for easier identification and organization of line items. We will also show you the ...
    • Hardware Margin

      Setup > Preferences & Costs > Quote Details > Hardware Margin Hardware Margin Set the Margin when adding components to a quote.
    • Ship Via

      Setup > Organization Setup > Ship Via Manage Ship Via Items Master List of all the Ship Via options that are available. Use this page to Add new items, edit or delete existing items. Import or export Ship Via Items using csv files. Default Ship Via ...
    • Outsource Margin

      Setup > Preferences & Costs > Quote Details > Outsource Margin Outsource Margin Set the default Outsource Margin percentage. When adding an item as an Outsource or Sub Contract operation the Margin will default to this value.
    • Commission

      Setup > Reporting, Campaigns & Financials > Commission Add commissions to a quote based on the sales rep assigned to the quote. Note: Set the default Commission in the Setup > Quoting & Costing > Quote Details Screen. If a User does not have a ...