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 are accessible on Settings → Companies. One your company is created by default. 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.
If your company is a payer of sales taxes (like VAT, PDV etc.) - switch on the Sales tax payer switcher. And, if the price usually already contains tax, then switch on the Tax included field. This setting will automatically set the tax fields in the other documents of this company as a default value.
In a Files section you can add some files of this company for fast access of this files from your company card. Just click this icon and select the files from files library.
Average cost calculation policy - is one major setting. If you want DokioCRM to calculate it separately for each department - you need to change this setting and confirm your choice. Please, do not change it from For each department to Throughout the company, if your company has more than one department and already has the operations that affect the average cost of goods, because at this time the average cost of products will be the different in any departments.
Default language of online store - the two-literal code of default language of company items (products, attributes, categories etc.). If this code and code in a documents Online-store are the same, during the syncronization process with WooCommerce the DokioCRM will takes the original names of products, categories and attributes. Otherwise, it will look for translations.
Don't forget to click Save button , to save all company's information.