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System Settings

Salesy

Site Setting:

You can white label the software as a company by customizing the logo, favicon, title text, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Setting > Site setting > you can customize the following:

  • Logo (light)– upload an image to be displayed in the light layout

  • Logo (dark)- upload an image to be displayed in the dark layout

  • Favicon- upload an image to be displayed as a favicon

  • Title text- enter text to be displayed as the title text

  • App Site URL- enter the URL

  • RTL- change the language format from LTR (example - Arabic)

Theme customizer:

  • Primary color settings- choose a theme color as per preference
  • Sidebar settings- enable/disable transparent layout
  • Layout settings- enable/disable dark or light mode

Company Setting:

You can customize the information like company name, addresses, communication details, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Setting > Company setting > you can customize the following:

  • Company Name
  • Address
  • City
  • State
  • Country
  • Zip/Post Code
  • Telephone
  • System Email
  • Email
  • Company Registration Number

System Setting

You can customize various elements of the platforms such as units, formats, values, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Setting > System setting > you can customize the following:

  • Currency code- (example - INR, USD, AUD, etc.)
  • Currency symbol- (example - $, £, ₹, etc.)
  • Currency symbol position- select pre or post
  • Date format- select from dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd
  • Time format- select from 12 hours or 24 hours format
  • Quote prefix(example - #QUO)
  • Sales order prefix(example - #SAL)
  • Invoice prefix(example - #INV)
  • Quote/Sales Order/Invoice footer title- enter the preferred text
  • Quote/Sales Order/Invoice footer notes- enter the preferred text
  • Shipping display in Quote/Sales Order/Invoice- enable/disable button

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