The information entered here is available to merge with documents.
Organization Details
This includes Name, ABN, Address, Telephones.
Disclaimer
A disclaimer can we added for customers/reps to see when finalzing an order. The disclaimer will appear on the finalize screen as per below example
Online Links & Contacts
Logo URL
Often on your website your logo appears, to use this, in Chrome right click on the logo and choose Copy image URL and then paste it to the Logo URL box.
Other details are Website Address and Email Addresses
Settings
The following settings can be toggled.
- Show Sales Graph (tick this and select how the Graph is shown)
- Automatically process orders when they are accepted ( Tick this to automatically process all orders)
- Disable Credit Limits (tick this to Disable Credit Limits)
- Search Area By Suburb (Tick this to allocate Reps and Installers by Suburb)
- Time Zone (selecting your time Zone here sets you and your customer users to this timezone unless you change the customer users individually)
- Language / Culture (this sets your BUZ to have the correct currency IE: $ or £ )