Changing Company Details

Different system modules extract data from your company details. For example, the e-mail templates pull your company name and contact information when creating e-mails. It is important to keep this information up-to-date. These values are initially filled with information gathered during the installation process.

To change company details:

1. Go to Business Setup > All Settings > Company Details.
2. Change the following as needed:
   • Name. Enter the name of your company here, as you would like it to appear to your customers.
   • Short Description. Provide a brief description of what your company does.
   • Description. You may enter a longer description here.
   • URL. This is the URL to your company's web page.
   • Customer URL. If you have made any changes to your Business Manager directory structure, you will want to edit this entry to reflect these changes. This URL determines where the system tries to take you when you click Login as Primary Contact on the customer details screen.
   • Order URL. This is the URL to your main order page. Most customers use a custom order page, so this may need to be updated.
   • E-mail. Enter your company's main contact e-mail address.
   • Address 1. Enter the first address line of your company's physical address.
   • Address 2. Enter the second address line of your company's physical address, or a PO box if you use one.
   • City. Enter the city of your company's address.
   • State. Enter the state of your company's address.
   • Country. Enter the country of your company's address.
   • Phone 1. Enter a primary phone number, so your customers can contact you if they need to.
   • Phone 2. Enter a second phone number if you have one.
   • Fax. If you have a separate fax number, enter it here.
   • Tax ID Number. If you have a Tax ID Number, enter it here.
3. Click Save Changes.