Company details, logo and letter head
Your company details appear on invoices, orders and reports. If your address, phone or TIN changes, update them here first. The Letter Head puts your logo and address at the top of printed documents.
Before you start
- You have the System Manager role (or another admin role your consultant gave you for company setup).
- You have your logo as an image file (PNG or JPG, wide format works best, under 1 MB).
- You have your current TIN, VAT registration number, address and phone numbers.
Steps
Update company details
- Press Ctrl+G, type
Companyand open the Company list. - Click your company, for example Example Foods PLC.
- Check the Company Name, Abbr (short name), Tax ID (your TIN), phone, email and website.
- Click Save.
Do not change the Company Name or Abbr yourself. They are used in account and warehouse names. Ask your OLY ERP consultant if they must change.
Update the company address
- Open the Company form and scroll to the Address and Contact section.
- Click the address to edit it, or click New Address.
- Fill in the address, for example Akaki Kality Sub City, Addis Ababa, and tick Is Your Company Address.
- Click Save.
Set up the letter head
- Press Ctrl+G, type
Letter Headand open the list. - Open your existing letter head, or click + Add Letter Head.
- Give it a name, for example
Example Foods Main. - In Letter Head Based On, choose Image and upload your logo in Image, or choose HTML if your consultant built one.
- Tick Is Default so it is used automatically.
- Click Save.
Check the result
- Open any submitted Sales Invoice and click Print.
- Choose your letter head in Letter Head and check the logo, address and TIN.
Good to know
- Customer invoices must show your TIN and VAT number. Check them on a print preview after every change.
- Changes apply to new prints. A PDF you already sent does not change.
- You can have more than one letter head, for example one for invoices and one for letters. Only one is the default.
- If your logo looks blurry or too big, use a wider image with a clear background, or ask your consultant to adjust it.
- If you have more than one company in OLY ERP, check each company separately.
Related
Last updated 1 week ago
Was this helpful?