Company information & settings

Every setting that applies to the whole company lives on the Company Information screen. Changes made there apply to every member of the company.

Opening Company Information

Tap (or click, on a PC) “More” → your company name. Your current plan name is shown under the company name.

The company name at the top of the PC left menu is display only — clicking it opens nothing. Open it from “More.”

The screen is laid out top to bottom like this:

Heading What’s in it
Basic Info Company name, postal code, address, building/room, phone number
Subscription Plan
Fields Location, Lot, Expiry / Item Fields / Transaction Fields / Scan Patterns
Inventory Negative Stock / Costing Method
Region Country & Currency

Only admins can change these. Members and Viewers can open the screens and look, but saving shows “Insufficient permission.” → Members

Basic Info

Your company name, postal code, address, building/room and phone number. Only the fields you’ve filled in are shown.

How to change: tap the pencil icon to the right of “Basic Info” → “Edit Company Information,” fill it in and press “Update.” Company name is required.

The company name, address and phone number you enter here are used as the default for:

For address and phone number, the current site’s details take priority when it has them.

Subscription

“Plan” shows your current plan name on the right. Tapping it opens the Plan screen (admins only). → Plan

In the iOS / Android app, the “Subscription” section may be hidden on the day a company is created while it still has few items. In a browser it’s always shown.

Fields

These decide what information items, transactions and stock carry. Each has its own page:

  • Location, Lot, Expiry — split stock by storage spot, production lot or expiry date. → Location, lot and expiry
  • Item Fields — add your own fields to items, such as “Color” or “Size.” → Adding item fields
  • Transaction Fields — add your own fields to transactions, such as “Slip No.” or “Handled by.” → Adding transaction fields
  • Scan Patterns — read just the part you need from barcodes that also carry a shelf code or lot. → Scan patterns

Negative Stock

Whether transactions may take stock below zero.

Setting Behaviour
Allow Transactions that take stock below zero can be completed.
Disallow Transactions that would exceed available stock can’t be completed — you’ll see “Negative stock is not allowed.”

Newly registered companies start on Allow, so workflows like recording a shipment before its Stock In aren’t blocked.

If you’d rather catch stock discrepancies and typos the moment they happen, switch to Disallow. It blocks not only “Complete” but also “Revert to Scheduled” and deleting a completed transaction when either would take stock negative.

Where: “More” → company name (Company Information) → “Negative Stock” → choose “Allow” or “Disallow.”

What to do when stock is insufficient is covered in Stock In, Stock Out, Transfer, Adjustment and Stock Count.

Costing Method

Choose how inventory value and gross profit are calculated: Weighted Average Cost / Standard Cost / Quantity Only. → Costing method

Where: “More” → company name (Company Information) → “Costing Method.”

Country & Currency

Sets your company’s country or region, and the currency used to display amounts.

  • Country/Region — where your company is based. Search by name and pick it.
  • Currency Symbol — “¥”, “$” and so on. Up to 4 characters.
  • Currency Decimals — 0 shows “1,200”; 2 shows “1,200.00”.

Picking a country fills in that country’s currency symbol and decimals automatically (e.g. “$” with 2 decimals for the United States). You can still change them by hand afterwards.

It starts out with whatever you chose on the sign-up screen. The “Region” section of Company Information shows the country name with its flag and an example of how amounts will look.

Where: “More” → company name (Company Information) → “Country & Currency,” choose, then “Update.”

What depends on your country or region

Feature How it changes
Shipping label CSV export Japanese companies only. For other countries it doesn’t appear in the Stock Out menu.
Paper for purchase orders, packing slips and picking lists Letter in the US, Canada, Mexico and similar countries; A4 everywhere else.
Default tax rate on purchase orders and packing slips 10% in Japan, 0% everywhere else.
Label printing layout Defaults to Letter 30-up in Letter countries and A4 40-up elsewhere. Layouts for your paper size are listed first.

When no country is set

Companies that existed before the country setting was added may not have one yet. In that case the app goes by the device’s region setting. To make sure every device behaves the same, set it under “Country & Currency.”

When something goes wrong

  • Insufficient permission. … Only admins can change company settings. Ask an admin in your company. → Members
  • Please select your country or region. … No country/region is chosen. Search by name and pick one.
  • “Export Shipping Label CSV” doesn’t appear … This feature is for Japanese companies only. Check under “Country & Currency” above that your country is set to Japan.
  • Item limit exceeded. / User limit exceeded. … You’ve hit your plan’s limit. → Plan