Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Company setup

Company setup is where you configure most of the financial related information of your business. Change your company details like name, VAT number, contact detail, Financial Document notes, logo and more on the Overview tab. The other Tabs in the Company setup is where you manage your inventory, General Ledger Accounts and Financial settings.

Ensure you configure a local currency and an email signature. The best is to work through all the available tabs to ensure that you've covered all important aspects of your business.

The detail configured here is used on all financial documentation, reports, emails and more.


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