Archdesk Changelog logo

Changelog

Subscribe to Updates

Labels

  • All Posts
  • Fix
  • Announcement
  • Improvement

Jump to Month

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • May 2024
  • March 2024
  • February 2024
  • December 2023
  • October 2023
  • July 2023
  • April 2023
  • February 2023
  • December 2022
  • November 2022
  • October 2022
  • August 2022
  • July 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • September 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • January 2021
  • December 2020
  • October 2020
  • July 2020
  • May 2020
  • February 2020
  • January 2020
  • December 2019
  • October 2019
  • September 2019
  • August 2019
  • June 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
Changelog byAnnounceKit

Create yours, for free!

Announcement
3 years ago

Company Branches as company profiles

New feature: it is possible now to use Company Branches as Company Profiles.

This means that you can set the company logo, general information (addresses, currency etc.) and add custom inputs - for each Company Branch. This data will be used on Purchase Order and Invoices.


Add Company Profile data for the Company Branch


Go to the Settings and Preferences -> Structure -> Manage-> Edit details and access for branch -> General. If you do not configure data and decide to use it as a Company Profile then the information will be inherited from Company.



Add Company Profile logo for Company Branch


Go to Settings and Preferences  -> Structure -> Edit details and access for branch -> Logo



Add setting to use Company Branch as Company Profile on Purchase Orders and Invoices

Go to Settings and Preferences -> Structure -> Edit details and access for branch -> Financials -> checkbox Manage Purchase Order and Invoice Profile.


When the setting is configured, the Company Branch can be selected as Profile on Purchase Order and Invoice. When creating the Purchase Order and selecting the Profile, Delivery, Billing Address, currency, Logo will be automatically applied.


 


Create Invoice from Purchase Order 

Go to Purchase Order -> Financial -> Add Purchase Invoice.

This way Profile Data - e.g. Delivery, Billing Address, currency, Logo - from the Purchase Order will be automatically populated to the Purchase Invoice.