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Customize Your Company Profile
- Upload branding elements, such as your logo, Terms and Conditions, and invoice header. Having separate branding elements for each company ensures consistency with each brand’s identity.Placeholder for Image
Save Your Setup
- Once all details are entered, click the “Save” button in the upper right corner.Placeholder for Image
Best Practice: Use clear naming conventions for each company to easily distinguish between them when navigating in Ascora.
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Set the Delivery Method to Yard
- In the Purchase Order Details, select the relevant company and set “Deliver To” as Yard. This selection will display the company’s physical address as the delivery destination.
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Destination Location Note
- The “Destination Location” refers to where inventory is stored upon receipt, distinct from the delivery address on the Purchase Order.
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Upload Custom Templates
- Go to Administration → Document Templates and click “Add New.” Upload the template and name it based on the company.
Selecting Templates in Quotes
- When creating a quote, select the appropriate template (e.g., “Quote Template - Company B”) for brand alignment.Placeholder for Image
Best Practice Tip: Name templates in a way that clearly identifies the company they belong to (e.g., "Invoice_Template_Spark").
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Set Separate Accounting Information
- Go to Administration → Accounts Integration and select “Separate accounting settings per company.” Assign existing accounting information to each set-up company.
Assign Accounting Codes
- Link each company to an accounting package and assign relevant codes.
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Payroll, Supplies, and Supplier Invoicing by Company
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- Payroll: Go to Administration → Payroll Settings to split payroll settings per company.
- Supplies: Adjust account codes per company in Inventory → Supplies.
- Supplier Invoices: Within a supplier invoice, select the associated company and adjust codes if needed.
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- Enquiries: Customize enquiry codes per company under Administration → Enquiries.
- Follow-Ups: Adjust follow-up automations based on the company under Administration → Follow-Ups.
- Reporting: Filter reports by company for detailed analysis specific to each brand.
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Issue: Templates not displaying correct company branding.
- Solution: Recheck template selection and verify company name before generating the document.
Issue: Incorrect company appearing on invoices.
- Solution: Verify default company settings and confirm company selection at the start of each invoice creation.
Issue: Inconsistent payroll data.
- Solution: Ensure payroll settings are correctly split per company and codes are updated in each system.
Issue: Accounting package not matching Ascora.
- Solution: Go to Reports >> Invoice Report >> Generate Reconciliation Report And Fix Discrepancies
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With these expanded these steps and best practices, managing multiple companies in Ascora should be smooth and efficient. Refer to each section and apply settings that align with your specific needs for each business entity.