My Company

You can set and store the organisation's administrative details, Banking details, Staff details and their Cost Centres in My Company. This is serves as a useful central repository of company information for you to refer to when needed, for details such as VAT number, etc.

Navigation

Main Menu > Setup > My Company

1. Name - This is the Company Name.

2. VAT No - Enter the Company's VAT number. This is useful for easy reference for those who need access to it.

3. Addresses - Enter Delivery and Postal addresses for the Company here.

4. Banking - Enter the Bank Account details of the Company here.

5. Directors - A list of Directors can be added here. This is used in the Output template.

6. Images - Images can be added here. These are used in the Output templates as letterheads, Report headers, and so on, and make maintaining and updating Company artwork easier.

7. Staff - The Company's Staff details are entered here. Click Add for a new Staff record, or right-click to Edit a record.

8. Active - This filters out inactive staff by default.

Adding or Editing Staff Details

Navigation

Main Menu > Setup > My Company > Add/Edit

1. Code/Nick name - This is a short, unique version of the Full Name, and is used throughout the app.

2. Staff Status - The Status of the Staff member can be set here and determines if they are Active or not. Staff members need to be Active in order for a password to be created for them.

3. Contact / Address - The Contact and Address details of the Staff member are entered here.

4. Position - This shows the Staff Members designation in the Company. To Edit or Add a Position, click Module Menu > Edit Job Description.

5. Cost Centre - This reflects which Cost Centre the Staff Member's salary costs are allocated to.

6. Entities - If an Entity is selected here, then the Staff member only has access to functionality associated with that Entity. If this is left blank, the Staff member has access to all Item Entities.

7. Rep / Operator - Select the Rep check box if the Staff member fulfills a Sales role, or Operator if a Production role. This affects which look-up lists they will available on in the app; Sales Reps can be selected as the Rep on Sales Tansactions or for Customers.

8. Operators can be selected in the Assigned to field for Production Transactions.

9. Image (.jpg) - An image of the Staff member can be uploaded for Company records. Right-click > Upload.