Under "Company settings" (hover over your company name in the top right corner) you will find the general settings for your Rackbeat agreement.
Here you can specify what the next number in the row should be for respectively purchases and sales.
In the boxes, enter the number you want to appear on the next order / invoice / receipt / offer.
You can also choose to leave the field blank if your purchases, offers, orders, receipts and / or invoices do not have to follow an existing number order. In that case, Rackbeat will automatically generate a unique number.
Enter your company's master information, including;
- CVR number
- EAN number
- Road, Postcode, City, Country
- Phone, Email Address, Website
Here you can create and use different addresses. For example, it could be the different locations your business has.
Enter your company's bank details.
Here you can create some standards when creating products, customers and suppliers. It allows you to have some information defined in advance at creation.
Here you can create custom fields for products, customers and suppliers. These fields can be created as; text box, check box, or a dropdown (option) menu box. The custom fields can even be applied to the layout of the respective templates and can be added under "Layouts".
Here you have the option to define more advanced settings, including the stock principle, the number of decimals, data display, insert logo, etc.