Getting started
Setting up your company
Add your logo, address and currency, and understand head offices and branches.
For: Owner
Company Settings holds the details that appear on your printed receipts and reports. Only the Owner can change them.
Change your company details
- On the Apps page, open Company Settings. (From the Team Members page you can also use the quick link.)
- Check the name at the top. That is the company or branch you are about to change. If it's the wrong one, pick the right one in the company switcher first.
- Fill in what you need:
- Logo: choose an image file. It replaces the iTrade icon at the top of your printed receipts and GRVs. A PNG with a transparent background works best.
- Address: your shop's address.
- Currency: the currency code for your business, for example USD.
- Click Save Settings.
Your current logo shows on the page once it is saved. To change it, choose a new file and save again.
Use a small, simple logo. Receipt printers are narrow and print in black, so a bold logo on a plain background prints most clearly.
Your business name can't be changed here. If you need to change it, contact us.
Head office and branches
If you run more than one shop, iTrade can link them: one head office with one or more branches.
- Each branch keeps its own products, stock, customers and sales. A sale at one branch never touches another branch's stock.
- Categories are shared: a category made at one branch can be picked for products at the others.
- Choosing the head office in the company switcher (it shows as "Name (+branches)") gives you the combined figures for every branch on the Dashboard and in reports.
- Choosing a single branch shows that branch only.
- You can move stock between branches with stock transfers.
- The head office pays one bill for the whole group. See Billing.
Branches are set up by the iTrade team. To add a branch, call or WhatsApp us with the branch name and we'll add it under your business.
Logos for each branch
Each branch has its own Company Settings. Pick the branch in the switcher, then open Company Settings to give it its own logo and address.
Who can reach which branch
- Someone added at the head office can open the head office and every branch under it, with the same role.
- Someone added at a branch can only open that branch.
So add a till operator at their own branch, not at the head office. See Adding your team.
Products, sales and deliveries are saved to whichever company is showing in the switcher. Before you work, check that your own branch is selected, not the head office.