Add your company details

What it is

Your company record holds the details printed on every document you send: the request for quotation, the proforma invoice, the factory order and the invoice. The Day One page’s second step, Company details, fills them in. Your logo needs no second upload: it is copied from your brand to the company automatically, and follows the brand logo when you change it later.

Why it matters

A document needs your logo, phone and email before it prints. Until they are filled in, printing asks for them, or tells your team that company details are missing.

Steps

1. On the Day One page, find Company details.
2. Fill in Phone No, Email and Website.
3. Add your address: Address Line 1, City and Country are enough; State and PIN Code are optional.
4. Select Save. Saving again updates the same records; nothing is made twice.

To change them later, type Company in the search bar and open your company.

Common mistakes

• Filling in only the brand step. The brand shows on screens and emails; documents print from the company record.
• Using a personal phone or email. They are printed on every document a client or factory receives.

Tips

• Print one request for quotation after saving, to see your details on a document.