Company Profile

Manage your company information, settings, and configurations in one central location. Update company details, branding, and system preferences.

How to use

Basic Information Setup

1. 1 Navigate to Company Profile from Features menu (Admin access required).
2. 2 Fill required fields: Company Name, GSTIN, CIN, Pincode, Address, Company Email, and Company Phone.
3. 3 Click "Choose File" in Upload Logo section to add company logo.

PDF Generation Settings

1. 1 Select "Header Display Type" (e.g., No Header) for PDF reports.
2. 2 Upload Header Image (500x60px), Footer Image (400x40px), and Watermark Image (200x200px) for PDF reports.

Financial Information

1. 1 Set Financial Year in YYYY-YY format (e.g., 2023-24).
2. 2 Enter Currency Symbol (e.g., $, €, ₹).
3. 3 Set budgets for Hardware, Software, and Service categories.

Support Email Configuration

1. 1 Select Email Type (Regular Email or Outlook) from dropdown.
2. 2 For Outlook: Enter email and app password (generate from Microsoft Account settings).
3. 3 Configure SMTP: Host (e.g., smtp.gmail.com), Port (587), Email, and Password.
4. 4 Set Support Email Address for receiving support tickets and Daily Support Report Email for 7:00 PM reports.
5. 5 Configure Outgoing Email for vendor mails with password (app password if 2FA enabled).
6. 6 Enter 3-letter Barcode Prefix for system barcodes.
7. 7 Click "Save Profile" to apply all changes.

Branch Management

1. 1 Click "Manage Branches" or "+ Add Branch" button.
2. 2 Fill Branch Name, Email Address, Location, and select Currency (e.g., Indian Rupee ₹).
3. 3 Check "Is Main Branch?" if this is the primary branch.
4. 4 View branches in Branch Directory showing Name, Email, Location, Currency, and Type (MAIN/BRANCH).
5. 5 Click "Manage Users" to assign users or expand "Roles" to view user roles per branch.
6. 6 Select branches using checkboxes and click "Delete Selected" to remove.

User Assignment to Branches

1. 1 In "Manage Branch Users" page, view user statistics: Assigned, Available, and Total Users.
2. 2 Use "Select Users" panel (left) to find available users with search. Click "Select All" or "Deselect All".
3. 3 Click "→ Add" button to assign selected users to the branch.
4. 4 View assigned users in "Selected Users" panel (right) showing name, department, designation, email, and location.
5. 5 Select users from right panel and click "← Remove" to unassign, or use "Remove All Users" for bulk removal.
6. 6 Use "Import Users from File" button for bulk user assignment from files.