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Company Setup: Setup Tab
The Setup Tab
The “Setup Tab” is where you will go setup your company wide settings and defaults.
In this article we will give you a brief overview of the ‘Setup‘ tab on the Company Setup page.
My Company
In this section you can add custom logo and banner images for your company and you can view and edit your company’s contact and other details:
Double-check all your company contact information:
- Add a new physical address
- Edit an existing address
- Make this the default “Mail To” address
- Company Name as it will appear on Quotes and Invoices
- Double-check your main contact email address
Defaults
In this section you can set various defaults for orders and new customers.
For example: if you set the Terms to “50% Deposit Required”, that is what any new order or new customer will automatically be set to, unless the (existing) Customer already has a different “Terms” assigned.
Production Hours
Here you can set the default number of hours that are available for production on each day of the week.
You can also specify any days on which the hours available will be different from the normal (“Exceptions”)
3 Tier Pricing (Rush Charges)
Teesom allows you to preconfigure up to three different pricing “Tiers”, which you can use to specify different pricing for different levels of “urgency” on the order (as decided by your customer).
Order Entry
In the Order entry section you can set the defaults for your orders, due dates, expiry dates, stages, etc.
Email Templates
- “Terms and Conditions” (Quote) template for Quotation
- “Terms and Conditions” (WIP) template: No Customer Goods
- “Terms and Conditions” (WIP) template – Customer Goods
- Quote Email
- Message Sent to Customer (Template)
- Order Confirmation (Template) – Customer
- Order Complete – Ready for Pickup – Money Due
- Order Complete – Ready for Pickup – No Money Due
- Order Complete – Money Due
- Order Complete – No Money Due
- Order Shipped – With Tracking Link
- Order Shipped – No Tracking Information
- Order Pickup
- Send Invoice
Customers
In the “Customers” section you can set the set defaults when creating a new customer.
Purchase Orders
In the “Purchase Order” section you can setup the default information that will appear on your POs as well as various other options.
Art
In the “Art” section you can setup defaults for your art/production approval emails
Customer Portal
Teesom provides a portal for your customer where they can view their outstanding quotations, “in progress” jobs and invoices.
They can also make payments, manage their cards on file and several other things.
For now, the main thing you want to do is set the “Name” of your Customer Portal next to ‘Customer Portal Custom Link’.
Then your portal will be available at: https://cp.teesom.com/YOURPORTAL
