Company Settings

The Company Settings feature in Tracepos allows business owners to configure and update their company details, branding, and system preferences. This guide explains how to use the  Company Settings page effectively.

Accessing the Company Settings Page

1. Navigate to the Settings menu in the Tracepos dashboard.
2. Select Company Settings from the submenu to access the company settings page.

Overview of Features

1. Update Company Information

• Purpose: Edit basic company details such as name, email, phone, and address.
• Fields:
  • Company Name: Enter the full name of your company.
  • Short Name: Enter a short name or abbreviation for your company.
  • Email: Provide the official email address for your company.
  • Phone: Enter the company’s contact number.
  • Address: Add the company’s physical address.

2. Customize Branding

• Purpose: Update your company’s logos, colors, and themes to match your branding.
• Fields:
  • Dark Logo: Upload the logo used in dark mode.
  • Light Logo: Upload the logo used in light mode.
  • Small Dark Logo: Upload a smaller version of the dark logo.
  • Small Light Logo: Upload a smaller version of the light logo.
  • Primary Color: Use the color picker to set the primary color for your company’s theme.
  • Left Sidebar Theme: Choose between Dark or Light for the sidebar theme.

3. Configure System Preferences

• Purpose: Set up system-wide preferences such as currency, language, timezone, and layout.
• Fields:
  • Currency:
    • Select the default currency for your company.
    • Use the Add Currency button to add a new currency if needed.
  • Language:
    • Select the default language for your company.
    • Use the Add Language button to add a new language if needed.
  • Timezone:
    • Select the default timezone for your company.
    • Enable Auto-Detect Timezone to automatically adjust based on the user’s location.
  • Date Format: Choose the format for displaying dates (e.g., DD/MM/YYYY).
  • Time Format: Choose the format for displaying time (e.g., 12-hour or 24-hour).
  • Layout:
    • Select RTL (Right-to-Left) or LTR (Left-to-Right) layout based on your language preference.

4. Manage Shortcut Menus

• Purpose: Configure the placement of shortcut menus for quick navigation.
• Options:
  • Top and Bottom: Display shortcut menus at both the top and bottom of the page.
  • Top Header: Display shortcut menus only in the top header.
  • Bottom Corner: Display shortcut menus only in the bottom corner.

Steps to Update Company Settings

1. Edit Basic Details:

• Navigate to the Company Settings page.
• Update fields such as company name, email, phone, and address.

• Use the Upload button to upload your company’s logos (dark, light, small versions).
• Ensure the logos are in the correct format and size.

• Use the Primary Color picker to select your company’s primary color.
• Choose the Left Sidebar Theme (Dark or Light).

• Select the default currency, language, timezone, date format, and time format.
• Use the Add Currency or Add Language buttons to add new options if needed.

• Click the Update button to save your changes.
• A success message will confirm that the settings have been updated.

Tips for Business Owners

• Keep Information Updated:
  • Ensure your company details, such as email and phone, are always accurate for communication purposes.
• Match Your Branding:
  • Use your company’s official logos and colors to maintain consistent branding across the system.
• Plan System Preferences:
  • Set the correct timezone, currency, and language to avoid discrepancies in reports and transactions.

Permissions

• Edit Company Settings: Requires companies_edit or admin permission.

Troubleshooting

1. Save Button Disabled:

• Ensure all required fields are filled and valid.

• Verify that the uploaded files meet the required format and size.

• Use the Add Currency or Add Language buttons to add new options.

• Refresh the page or clear your browser cache to see the updated settings.

By using the Company Settings feature, you can ensure that your company’s details, branding, and preferences are accurately configured, providing a seamless experience for your team and customers. Let us know if you need further assistance!