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Learn how to set up your company settings in commonsku
On the page
Company Settings
All of your usual Admin settings have been migrated over to the Company Settings tab. This is where you can access and make updates to your:
- Company page
- Email templates
- Decorator matrix
- Project templates
- Commissions
- Reps' monthly sales targets
Setup
Click on the Setup tile to make changes to your:
- Company contact info
- Tax codes / Zip2Tax integration
- Payment terms
- Currency Conversion
- Project numbers
- Default settings
- Client and Supplier statuses
- Ship methods
- Shipping Accounts
- Imprint Methods
- Next Action types
Integrations
Click the Integrations tile to connect your:
- Marketing software integrations
- Payments
- Accounting software integrations
- SAGE account
- Avalara account
- Zapier
FAQ
Why can't I see or make changes to the Manage Users, Company Settings, or Billing tabs?
Users need to have the "Manage Users, billing, and company settings" permission enabled for their role type in order to be able to access and make changes to the details within these tabs. You may need to reach out to your admin team to have this enabled!