Firm customisation

The Firm Customisation tab is where administrators control how the firm itself appears in the app and on outgoing documents — name, address, logo, the email accounts the firm sends from, and the templates used for outgoing documents.

Open the tab

  1. Open Settings in the sidebar.
  2. Pick Firm Customisation. The page heading reads Firm Customisation.

Company profile

The Company Profile card holds the firm's identity. It is visible only to the firm owner.

  • Company Logo — click Upload (or Change, if a logo is already set) to pick an image. The Crop Company Logo modal then lets you crop and reposition it before saving. Use the trash icon to remove the current logo.
  • Company Name — opens the Edit Company Name modal. Type the new name, for example Acme Corporation, and save.
  • Company Email — opens the Change Company Email modal. Enter the new address such as admin@acmecorp.com. Your current password is required to confirm the change.
  • Company Username — opens the Change Company Username modal. This is the Company ID typed on the login screen. Allowed characters are lowercase letters and digits, length 2–20, no spaces or symbols. Your current password is required to confirm the change. Existing sessions stay signed in; the new username only takes effect on the next login.
  • Address — opens the Edit Address modal with separate fields:
    • House / Flat — for example 12B.
    • Street — for example Baker Street.
    • City — for example Mumbai.
    • State / UT — pick from Select state / UT.
    • Country — fixed to India.
    • Pincode — for example 400001 (six digits).

Communication and templates

The Communication & Templates card holds the firm-wide email setup and the personalisation entries for outgoing documents.

  • Email Sending — opens the Email Sending modal. See Document templates for the email-account flow.
  • Quotation Personalisation, Customer Follow-up, RFQ Personalisation, Vendor Follow-up, Purchase Order Follow-up, and Purchase Order Personalisation — open the personalisation modal for that document. Each entry shows only if you have the matching permission. See Document templates for what each one configures.

Misc settings

The Misc Settings card holds firm-wide toggles that the firm owner does not want employees to see or notice. The card is visible only to the firm owner.

  • Miscellaneous Settings — opens the Misc Settings modal. Each row inside the modal is a separate hidden toggle.

Add/Edit Enquiry Purchase Price Panel

Inside the Misc Settings modal, the Add/Edit Enquiry Purchase Price Panel row opens a small Purchase Price Markup modal with a single number field, Markup Percent (allowed range 0 to 1,000,000, decimals supported).

When the value is greater than zero, the Cost tab of the Product Pricing Analytics modal (opened from a product row in an enquiry) silently shows every purchase rate inflated by that percent — Top Purchase Rates, Latest Purchases, and Cheapest Supplier are all affected. No badge or hint appears in the analytics modal; staff just see higher numbers and quote customers accordingly.

Setting the value back to 0 restores the real cost values.

Manage Additional Charges

Inside the Misc Settings modal, the Manage Additional Charges row opens a master list of charge types — things like Transport or Packing — each with a fixed tax rate. Use the search box to find a type, Add Charge to create one (title + tax %), or the row buttons to edit or delete.

Once a type exists, staff adding additional charges to an enquiry or purchase order simply pick it from a list and type the amount — the title and tax rate come from the type and cannot be changed there. This keeps charge names and tax rates consistent across the firm instead of everyone retyping them.

Editing a type's tax rate only affects charges added after the edit. Enquiries, orders and POs that already use the type keep the rate they were saved with, so historical totals never change underneath you.

A type cannot be deleted while it is still used by any enquiry, order or purchase order — the app shows you exactly where it is used so you can remove it from those records first.

Delivery & Arrival Attachment Rules

Inside the Misc Settings modal, the Delivery & Arrival Attachment Rules row opens a modal with two dropdowns:

  • Delivery receipt must contain an attachment — Compulsory or Optional.
  • Stock arrival must contain an attachment — Compulsory or Optional.

When a flow is set to Compulsory, staff cannot upload that document without attaching at least one file (challan, invoice, proof). The app warns them to attach a file, and the server rejects the upload too, so the rule cannot be bypassed.

Both default to Compulsory for every firm — new and existing — until you switch a flow to Optional. The rule only governs what happens at the moment of a new upload; it never goes back and flags records that were saved earlier. The delivery rule also covers delivery returns, and the stock-arrival rule also covers reverse (return-to-supplier) arrivals. Editing an already-saved delivery or arrival is not blocked.

Common questions

Why can't I see this tab?

Firm Customisation is administrator-only. Ask whoever set up the firm.

Documents already saved keep the logo that was current when they were generated. New documents use the new logo.

Does the purchase-price markup affect anything other than the Cost tab?

No. Only the Cost tab inside the Product Pricing Analytics modal (in Add/Edit Enquiry) is touched. The Won / Lost / Trends tabs show what we charged customers, not what we paid suppliers, so they are not inflated. Inventory and procurement views show real values too — the markup is purely about what the salesperson sees when deciding a quote.

Last updated 2026-06-03