For the Company information, there are 5 separate tabs with settings general to the company.


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 and maintained on a separate tab.

Sales Taxes

Select the tax code(s) that your company is charged when making purchases, if the vendor and warehouse are not configured to determine purchase taxes.

Enter your exemption value for any tax codes to indicate this tax does not need to be remitted. A non-blank value will calculate this tax as zero on purchase orders.


Enter your company business number.

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.

Add new types from the plus button. If you edit and change a contact type, this will be reflected for all records where the previous type was used.


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.

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