Add company information

Go to Maintenance > Company Information and click New.
Add a description for the company.

For example, Main.
Fill in the company name, address, city, state, zip code, phone, fax, and default workshop.

The company name is mandatory information. All other details are optional.

When you define a Default Workshop, it appears when creating work packages and cut lists.
Click Add.
To add the company logo for reports, click either Top Logo or Bottom Logo.
1. Click Load From File.
2. In the Open dialog box, browse to find the logo file, and select it.
  
  Note that the logo file needs to be a .bmp, .jpg, or .png file. We recommend using the .jpg format because logo files in any other format are converted to .jpg when you add them.
  
  The maximum height for the logo file is 3 inches, or 76,2 mm, at 96 pixels per inch. A maximum width is not enforced, but we recommend that you use a logo file that is narrower than the standard paper size of your company.
3. Double-click the logo file, or click Open.
4. Select if the logo should be aligned left, center, or right.
5. Confirm if the selected logo contains company information.
The logo is added for the company.

If you want to use another logo file instead, you need to click Top Logo or Bottom Logo again, and click Clear in order to delete the current logo file.
Click Save and close the Company Information dialog box.

The company is added to the list.

You can change which one of the available companies is used in the Report Types dialog box.

Set the default company

If you have added multiple companies, you should set one of the companies as the default company used in reports.

Note that you can only set the default company for the current user.

Go to Maintenance > Company Information and select the company that you want to set as the default company.
At the bottom of the dialog box, click Set Selected As Default.
To confirm using the selected company as the default option, click Yes in the confirmation dialog box.

The selected company is set as the default company used in reports.

Note that the default company is shown in the Default field at the bottom of the Company Information dialog box.

You can change which one of the available companies is used in the Report Types dialog box.

Go to Maintenance > Company Information and select the company that you want to modify.
Modify the company description, name, address, city, state, zip code, phone, and fax according to your needs.
To modify the logo for the company, do the following:
1. According to your needs, click click either Top Logo or Bottom Logo.
2. Click Clear to delete the existing logo file.
3. Click Load From File.
4. In the Open dialog box, browse to find the logo file, and select it.
  
  Note that the logo file needs to be a .bmp, .jpg, or .png file. We recommend using the .jpg format because logo files in any other format are converted to .jpg when you add them.
  
  The maximum height for the logo file is 3 inches, or 76,2 mm, at 96 pixels per inch. A maximum width is not enforced, but we recommend that you use a logo file that is narrower than the standard paper size of your company.
5. Double-click the logo file, or click Open.
6. Select if the logo should be aligned left, center, or right.
7. Confirm if the selected logo contains company information.
The logo is added for the company.
Click Save to update the company information.

Go to Maintenance > Company Information and select the company that you want to delete.
Click Delete.
To permanently delete the selected company and its information, click Yes in the confirmation dialog box.