What is the company setup?
This is your main setup page- here you control thebasic details like your business name and contact details, as well as integrations and setup like POS, accounting and payments.
HOW TO SETUP YOUR COMPANY INFO - Step by Step
- Go to "Settings" > "Company"
On the left 'column' you can enter your business details.
The "name" controls the name that you see on the account and when logging in. Name, email and phone number are mandatory for each account.
- In the middle 'column', you can customize MarketMan by adding your logo!
The logo will be displayed on the top left corner for all users (instead of the MarketMan logo), it will also be added to your outgoing orders.
Click on "Choose file" to select the logo for upload, then click on "Upload image".
You might have to log out and log back in for it to take effect.
- On the right 'column' you can access the accounting setup.
This is where you select your accounting software for integration and where you can add your payment method to pay your suppliers directly (U.S. only)
- There's another tab in the company setup for POS integrations.
This is usually set up by our integration team on the backend, but if you're using Square, you can set the POs integration on your own in a few clicks!
Check out this step-by-step article on how to connect Square