The company is the one of the basic parts of DokioCRM system. All documents are linked to the company. You can have as many companies as you need, but they all must have different types of business, which processes don't overlap with each other. There is no information exchange between the companies, and you can't use documents of company A for company B. If you want to divide your company into several parts - you can use Departments for those purposes.
Companies is accessible on Settings → Companies. One company is created by default. It’s your company. Now you need to add some more information about this company, that will be needed in another DokioCRM documents. So, click here , and the company card opens.
Enter the right Short name. If you’re an individual, enter your name. In Type field select the type of your company. The other fields aren’t necessary, but if you want to create invoices, you will need to fill at least the following fields:
In Details block - Full name (for Entity type) or Surname and Name for individual type, and also all fields in the Registration address block. If your post address is the same as your registration address, just click this icon in the Post address block, and all information will be copied into the Post address block.
Fill Telephone and E-mail fields in a Contacts block.
If you want the stamp of your organization or the signature to be set automatically into your invoices, you need to upload the images to the system in PNG format. There are already examples in your DokioCRM files.
On the Settings tab there is one major setting - the Average cost calculation policy.
If you want DokioCRM to calculate it separately for each department - you need to change this setting and confirm your choice.
Click Save button , and all company information will be saved.
Now your company setup is completed.