Table of Contents

Overview

This is your companies setup Your company as a business entities in entity in the system and the impact the settings have on the system.

See Setting up new Companies for best practice steps to setup an new business entity.

An existing company in the system can become a host company

This might be used if you are using delegates in the system.

Reports

The information on Host Company is used in reports - for example debtor invoices.  

Eg company name, ABN, Bank Details, web address, logos, company address etc.

Signature image for PDF's

A signature file is an Attachment on host company with key "Signature"

Image Added

Sales Channels

Sales Channels are used on Customers and can be used to analyse sales

Divisions / Departments

Are used on Journals to enable department based reporting

Sales / Credits / Stop Supply Section

1. Cash sale entity code is the default cash sale debtor
2. Minimum GP% and Target Markup is used to:
   1. colour prices on price lists below the minimum amount
   2. Can alert managers to sales orders below minimum GP%
3. Auto Allocate invoices - used when a payment is entered and will allocate the oldest invoices to the payment
4. Auto off credit hold - removes customers and orders from hold (only those on hold due to debt) when a payment removes the hold requirement
5. Max Debtor write-off adjustment - allows users with Secure Features to write off small amounts - see Getting orders off hold and out the door#Savethepaymentandupdatetheallocations
6. Max Creditor write off adjustment - allows users with Secure Features to write off small amounts - 

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1. Supplier Invoices and Payments#SmallAmountWriteoffs
2. Fee service - determines the service to be added to the invoice for cheque payment charge

Booking Services and Fees

Host Company Profile Settings

Used to turn on or turn off functionality for the Host Company

1. New Debtors Require Approval - will limit the creation of debtors to users with Secure Features

The host company is the definition of your business entity and here is where information is stored like:

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• Print templates
  • A print template defines the layout of the report generated for a journal type.
  • The print template must be built by an our developer before it can be assigned to a journal type.

  • Print templates can be attached to emails that are sent from the system - see Entering Email Templates

    Info
    When the system is looking for a report to use it looks in the following order: The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt The report name with no prefix, eg invoice.mrt

    
    

• Journal Type
  • The type of journal that the template applies to.
    • Description ::A description of the use of the template.
    • Template ::The file name of the print template. This will be provided by the our developer.
    • Trigger Account ::is the account that will trigger the email to be sent

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