Company details

Enter or change the company name, contact details, address, tax number, logo and favicon that Superwise prints on purchase orders and work orders.

Where to find it: Company settings > Company Setup
Who can use it: People who have the Admin View permission. Saving a change needs Admin Edit.

The tab Company Details on the page Company Default Settings holds the identity of your company. Superwise uses the name, logo, e-mail address and contact number on the letterhead of purchase orders (PO) and work orders.

Before you start

Have the legal name, the registered address and the tax number of the company ready.
Have the logo as an image file smaller than 500 kb. The ideal size is 400 pixels wide and 100 pixels high.
For a favicon, have a square icon smaller than 10 kb. The favicon is the small icon shown in the browser tab.

How to change the company details

The tab Company Details with the saved values. The mark 1 is the button Edit.

Open Company settings in the left menu and click Company Setup.
Stay on the tab Company Details. The page shows the saved values.
Click Edit (mark 1 in the first picture). The values turn into fields.
Fill in the fields. A red star next to a field name means the field is required. See the table below.
To change the logo, use the image box next to Logo (mark 1 in the second picture). To change the favicon, use the box next to Favicon (mark 2). Choose a file in each box.
Click Save (mark 3). A message says that the details were updated. To leave without saving, click Cancel.

The tab Company Details in edit mode. The mark 1 is the logo, the mark 2 is the favicon and the mark 3 is the button Save.

What the fields mean

Name	What it means
Name	The legal name of the company. Superwise uses it as the default company name on work orders and purchase orders. Required.
Short Name	A short form of 3 or 4 letters, for example ACME. Superwise puts it before the number on receipts and orders. Required.
Contact No.	The main phone number of the company. It appears on the letterhead. Digits only. Required.
Email	The official e-mail address of the company. It appears on the letterhead. Required.
Website	The web address of the company.
Registration Info	The company registration number. In India this is the CIN for a company and the PAN for others.
Tax Info (GSTIN)	The tax number of the company. In India this is the GSTIN.
Type	Your default role in projects: Contractor, Consultant or Developer. Some functions are switched off depending on the role you choose. On the saved page this field is shown as Account Type. Required.
Country, State, City, Pincode	The place of the company. Choose the country first. State opens after you choose a country, and City opens after you choose a state.
Address	The street address of the company. Required.
Logo	The company logo. It appears on the letterhead of work orders and purchase orders. Required.
Favicon	The icon shown in the browser tab.

Rules to know

You cannot save while a required field is empty. This includes the logo.
The logo must be smaller than 500 kb. The favicon must be smaller than 10 kb.
Short Name is part of the order number when the order format uses the company code. See Default settings.

If something goes wrong

What you see	What to do
The page opens but you cannot save.	Ask your administrator to give you the Admin Edit permission.
A message says that details could not be saved.	Read the message under it, fix the field it names and click Save again.
State or City is grey.	Choose the country first, then the state.