Company details settings
We have created a company details add-on so you can use more than one company details and have PDF acts generated with different company information.
How it would look like
PDF act will show supplier info on the left. All the information that was added to the company form, will be displayed here.
How to set it up
Just click on the settings and the 2nd tab will show “Company details”. You will be able to see already added entries, button for new company details (if add-on is active on account).
To create a new company details click green button. You must fill the company name, its address and phone number. Company code and VAT code are optional fields and can be left empty if this information is not needed for you.
When the information is filled, click “Save”. Newly created entry is visible in the list. Right click with a mouse on the entry and you will be able to preview, edit, archive or use the company details as default (main).
Company details by user
You can assign company details for each user. Click on creation or edit form and company details field will let you select from the entered information dropdown list. The field is not required so you can leave it empty.
Company details by work order
Company details field is also added for work order creation form. The field is automatically filled with user’s company details. If user does not have company details added, default company details will be used. Moreover, you can change company details manually or leave it blank despite the assigned user.