How to setup company

Posted2025-01-22

Updated2025-01-22

Byadmin

Step-by-Step Guide: Setup up company

Step 1: Access Settings Menu
Click on the Settings icon (⚙️) to access the Settings menu.

Step 2: Navigate to Company Management
In the Settings menu, click on the Company option to go to the Company Management section.

Step 3: Information Tab

Navigate to the Information tab.
Enter the following details:
- Branch Code: Enter the branch code (e.g., “HO” for Head Office).
- Short Name: Provide the company’s short name for internal use.
- Tel: Input the company’s main telephone number.
- Fax: Add the fax number (if applicable).
- Email: Provide the company’s contact email address.
- TAX No.: Enter the company’s tax identification number.
- VAT: Select the applicable VAT rate from the dropdown menu.
- Register Date: Input the company’s registration date in the format DD/MM/YYYY.
- Country: Select the country where the company is located.
- Port: Choose the port related to the company’s operations (if applicable).
Double-check all the entered details.
Click Save to confirm and save the information.

Step 4: Address Tab

Go to the Address tab.
Enter the company’s full address details:
- Name: Input the company’s full name, e.g., “C.S.I. (Thailand) Co., Ltd.”
- Address 1: Add the main address line, such as “28th Floor Silom Complex Tower.”
- Address 2: Provide additional details, like “191 Silom Road, Bangrak.”
- Address 3: Enter the city, province, and postal code, e.g., “Bangkok 10500 Thailand.”
Verify the accuracy of the information.
Click Save to save the address details.

Step 5: Address(Thai) Tab

Go to the Address (Thai) tab.
Enter the company’s information in Thai:
- Name: Provide the company’s name in Thai, e.g., “ซี.เอส.ไอ. (ประเทศไทย) จำกัด”
- Address 1: Enter the main address in Thai, e.g., “191 สีลมคอมเพล็กซ์”
- Address 2: Add additional address details in Thai (if any).
- Address 3: Input the city, province, or postal code in Thai (if applicable).
Double-check for consistency and accuracy.
Click Save to apply the changes.

Notes:

Always ensure the data in all tabs is consistent and accurate.
Save after editing each tab to prevent data loss.

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

System Admin

How to setup company

Step-by-Step Guide: Setup up company

Settings detail:

Information details