For your company data, you can configure many features, options and default values from within Company Settings that have significant effect on what information is maintained and how transactions are processed. Access these settings from the Edit top menu and the Company Settings selection, if you have been granted security rights from User Settings – General.
These settings are grouped by module and are accessible from the respective module name on the left. Once you have Spire installed on the system and your company data created, you will need to modify both these settings and user permissions in accordance with your specific internal requirements. There is a Search field at the top right corner that you may use to locate an option related to any module – when you enter search text, only field labels containing this text and their respective modules will be accessible.
Company
For the Company information, there are 4 separate tabs with settings general to the company.
Address
This is the Company Settings window that initially opens. Enter your company address and contact information here, which will print on many reports and forms. Add as many Contacts as you like. Contact Types are created from the following tab.
Contact Types
This is where you can setup the Contact Types for display and shared for use in Customers, Vendors, Employees, Salespersons, Warehouses, Purchase Orders, Sales Orders and Company Settings Address.
Tax Info
Enter all of your company tax identification numbers.
Numbers
Set the number of decimals to round to for cost and sell prices.
Cost – Precision to use when calculating average cost.
Price – Precision to use when calculating prices on Sales and Purchase Orders.