Configuring App Settings

App Settings

1. Organization Details


Overview

The Organization Details report allows you to configure and manage essential information about your company. Accessible under the Settings menu, this form serves as a centralized hub for storing key details such as company name, logo, address and related information.

1. Add or Edit Organization Details

  1. Go to the Settings menu.
  2. Click on the Company Details option
  3. Fill in the required information in the Company Details Form, including:
    • Company Name: Enter the name of your company.
    • Logo: Upload a company logo with the preferred size of 200(W)x75(H) px.
    • Address: Provide the company's physical address.
    • Also update related information



2. View and Edit Organization Details

  1. Access the Organization Details Report under the Settings menu to view a list of all added company details.
  2. Edit existing entries as needed.




Additional Tips

  • Ensure accurate details to maintain a professional image.
  • Regularly review and update organization details to reflect any changes.


2. Auto Numbers for Transactions


Overview

The Auto Numbers Form allows you to configure and manage automatic numbering series for Contacts, Material Submissions, Projects, and Persons. Accessible under the Settings menu, this form serves as a centralized hub for customizing auto number sequences for various document types.

1. Configure Auto Number Series

  1. Fill in the required information in the Auto Numbers Form, including:
    • Form Name: Select the form name from the drop-down as Estimate / Service Booking / Invoice etc...
    • Serial Number Prefix: Enter the prefix value for the auto number. i.e: if Invoice then INV.
    • Serial Number: Configure the starting auto number.
Note: Upon filling the Organization Details Form for the first time, the initial configuration of Auto Numbers will be automatically populated.

2. View and Edit Auto Numbers

  1. Access the Auto Number report under the Settings menu to view a list of all auto numbers.
  2. Edit existing entries as needed.




Additional Tips

  • Customize auto number series to align with your organizational preferences.
  • Regularly review and update auto number configurations to meet changing needs.
  • Utilize the Auto Numbers Report for an overview and easy editing.



3. Material Types


Overview

The Material Types report allows you to categorize digital content based on types such as Comics, Novel, Video, etc. This classification is utilized in the Material Submission form, providing an organized way to select the type of material being submitted.

1. Configure Material Types

  1. Navigate to the Settings menu.
  2. Click on Material Types to view and manage different material types.
  3. Use the Add button to create new material types by filling required fields.
  4. Edit existing entries to update or modify material types.



4. Company Type


Overview

The Company Type report allows you to define and manage company types such as Agency, Publication, etc. This categorization is utilized in the Companies form to classify the type of each company.

1. Configure Company Types

  1. Go to the Settings menu.
  2. Click on Company Type to view and manage various company types.
  3. Utilize the Add button to create new company types by filling required details.
  4. Edit existing entries to update or modify company types.



5. Project Status


Overview

The Project Status report enables you to define and manage project statuses within PublishPal. This classification is valuable for tracking the progress and status of different projects.

1. Configure Project Status

  1. Navigate to the Settings menu.
  2. Click on Project Status to view and manage different project statuses.
  3. Use the Add button to create new project statuses.
  4. Edit existing entries to update or modify project statuses.





Additional Resources

For more detailed instructions or support, contact our customer service team



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