1) Update Company Setup

Overview

Company Setup stores essential company-specific information and default configurations. A default Company Setup record is created automatically during the post-installation process, and it is ready for immediate use with minimal adjustments.

Access Company Setup

To access the Company Setup:

1. Open the App Launcher.

2. Search for Company Setup.

Initially, you only need to update the company address and company logo. For other fields, it's recommended to accept the default settings and revisit them at a later stage.

Setting up the Company Logo

Your company logo will appear on various documents generated by GoldFinch, such as Sales Orders. To ensure your logo appears correctly:

• The logo should not exceed 250 x 250 pixels.

• Use the image upload button in Company Setup to add the logo.

Previewing the Company Logo on Documents

To check how your logo appears on a Sales Order:

1. Open the App Launcher and search for GoldFinch Sales.

2. Click on the Sales Order tab.

3. After creating a Sales Order, click Print Confirmation to generate a Sales Order PDF.

If the logo doesn’t fit well on the document, you might need to resize it to 150x150, 100x100, or even smaller to fit better on the page.