Company Setup - Setup Tab
The "Setup" tab is where can setup your company wide settings and defaults.
To get to the "Setup" tab, go to the 'Main Menu' and click "Company Settings".
Some of the things you can set up include:
- My Company: Add custom logo and banner images for your company, and view and edit your company's contact and other details.
- Defaults: Set default ship method, terms, sales tax, and other settings.
- 3 Tier Pricing (Rush Charges): Toggle "Advanced Mode" on to see this section. Preconfigure up to three different pricing tiers, which you can use to specify different pricing and the number of production days for different levels of urgency on the order, as decided by your customer. To learn more about setting your 3 Tier Pricing, please see: Teesom's 3 Tier Pricing.
- Order Entry: Set defaults for your orders, including due dates, expiry dates, stages, and more.
Related Articles
Company Setup - Lists Tab
To access the "Lists" tab, go to the 'Main Menu' and click "Company Settings." There are a variety of things that can be customized on the "Lists" tab. Some important sections to pay attention to are: Sales Tax: Add, change, and manage your sales tax ...
Email Setup
Sending email from your own email account in Teesom Although Teesom is able to send all email on your behalf, you may prefer to use your own outgoing (“SMTP”) mail server for sending email. This article will help you to set that up. However, you can ...
Update Company Addresses / Ship-To-Us Address
You can add multiple company addresses in Teesom, which determines what appears on Suppliers Ship-To-Us address list options in Teesom. To add / edit your company addresses, go to the Main Menu and click on "Company Settings". On the "Company Setup" ...
Sales Tax Setup
You can set up your sales taxes from the “Company Setup” screen. To access this, go to the Main Menu and select "Company Settings." On the “Company Setup” screen, click on “Lists” and then expand “Sales Tax.” Here, you can view, edit, and create your ...
Setup Your Company Info, Branding & Taxes
When getting started with Teesom you will want to enter some basic company info. Click on the Main Menu and then select "Company Settings." Click on “My Company” to expand the section. Here, you can add custom logos and banner images for your ...