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Company, branding & bank details

These three screens define who the depot is: its legal/contact profile, its visual identity, and the bank accounts it gets paid into. All three appear on outbound documents — invoices, emails, EDI messages — so they're worth setting correctly before any of those go out for real.

Before you start

  • Nothing — this is usually the first thing you configure.

Walkthrough

Company Profile (Settings → Organisation → Company)

A single form, saved as one record:

  • Company Name (required)
  • Address (multi-line)
  • Phone
  • Email
  • Website
  • Tax ID / GST / VAT
  • EDI Sender ID — identifies this depot to trading partners in outbound EDI (the sender ID in the outbound message header). This is agreed with each EDI partner individually. If left blank, the company name is used instead, which partners will usually reject — see EDI before you go live with any partner integration.

Click Save Changes to apply.

Branding (Settings → Organisation → Branding)

Upload the depot logo here. It appears in the sidebar, on invoices, and in email notifications.

  • Accepted formats: PNG, JPG, SVG
  • Maximum size: 2 MB
  • Drag a file onto the drop zone, or click it to browse
  • A Remove Logo button appears once a logo is uploaded, if you need to clear it

Bank Details (Settings → Organisation → Bank Details)

A list of bank accounts the depot can display on invoices. Click Add Bank Account to open the form:

  • Account Name (required)
  • Bank Name (required)
  • Branch
  • Account Number (required)
  • SWIFT / IFSC
  • IBAN
  • Set as default — checkbox; the default account is highlighted in the list
  • Show on invoice — checkbox (checked by default); uncheck to keep an account on file without printing it on customer-facing documents

Each saved account can later be edited, deleted, or promoted to default from the list view (the star icon sets default).

Who can access this

Admin and Manager — Settings is gated to these two roles (see Logging in & roles).