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How to Manage Company Settings

Introduction #

Managing company settings in Cosmic ERP allows users to configure and maintain essential company information. This guide provides a step-by-step process for viewing and updating company settings to ensure accurate and up-to-date information within the ERP system.

Prerequisites #

  • Access: Ensure you have login credentials for Cosmic ERP.
  • Settings Permission: Verify that you have the necessary permissions to access and modify company settings.

Steps to Manage Company Settings in Cosmic ERP #

  1. Login to Cosmic ERP
    • Enter your credentials to access the Cosmic ERP dashboard.
  2. Navigate to Settings
    • Click on ‘Settings’ from the main menu.
  3. Access Company Settings
    • Within the Settings menu, click on ‘Company Settings’.
  4. Enter Company Details
    • Company Name: Enter the name of your company.
    • Address: Fill in the company address.
    • City: Enter the city where your company is located.
    • State: Enter the state or region.
    • Zip/Post Code: Provide the postal code.
    • Country: Select the country from the dropdown list.
    • Telephone: Enter the company’s contact number.
    • Company Registration Number: Input the official registration number of your company.
  5. Set Company Time
    • Company Start Time: Select the start time of the company’s working hours.
    • Company End Time: Select the end time of the company’s working hours.
  6. Configure Additional Settings
    • IP Restrict: Select the IP restriction settings as required.
    • Time Zone: Choose the appropriate time zone for your company.
    • Enable Tax Number: Enable this option if your company uses a tax number.
    • VAT or GST Number: Select and enter the relevant VAT or GST number if applicable.
  7. Save Changes
    • After entering all the necessary details, click on ‘Save changes’ to apply the updates.

Conclusion #

Managing company settings in Cosmic ERP ensures that your company’s essential information is accurately reflected in the system. Follow these steps to view and update your company settings efficiently.

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