The first thing you want to do as a system administrator is to make sure the basic information about your company is correctly entered. To do this, click on Control Panel on the left menu, and then click on My Company.
This will bring up the basic settings page. Click on the Edit button at the bottom.
Edit the following fields as needed:
- Company Name: This is the full name of your company as you want it to appear in the quotes you send to your customers.
- Country: Select the country where your company is located. This helps TeamGram select various local settings. Selecting the country does not automatically change your interface language.
- Time zone: Select the timezone of your company.
- Phone number and Address: Enter these as you want them to appear in your sales quotes.
- Comments can’t be deleted: This is a flag you can turn on or off. When checked, your users cannot delete the comments they write under other users’ notes. Leave it unchanged for now.
- Default currency: Select the monetary currency unit your company uses most often in quotes and orders. You can use multiple currencies in TeamGram, but you don’t need to specify it when you want to use the default.
- VAT: If you are subject to Value Added Tax (VAT), check this box. This will add VAT calculations to your quotes and orders.
- Default VAT (%): VAT rates can differ by customer and products, but you can specify a default rate that will be used unless stated otherwise. Enter the most commonly used VAT rate for your company here.
Hit the save button. You are now done with your basic settings. But there is one more step you may want to complete:
Upload your logo:
This is not an essential part of the setup process, but you may want to do it while you are here. Adding your logo will replace the TeamGram logo you see at the top left corner of every page. This logo will also be printed on your quotes and order forms.
Prepare a logo image that is 160 pixels wide and 40 pixels high. Images with white or transparent backgrounds look better. You can use JPG, PNG or GIF images for this.
You are now ready to set up your organization chart.
Next Topic: Drawing Your Organization Chart