Company Settings

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Maintain company profile and branding

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Configure currency and contact details

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Import inventory, clients, employees, accounting, and dental-lab data

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Configure logistics, store, and lab operations

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Control customer payments and statement email

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Run and approve UAE e-invoicing readiness settings

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Maintain company profile and branding
2. Configure currency and contact details
3. Import inventory, clients, employees, accounting, and dental-lab data
4. Configure logistics, store, and lab operations
5. Control customer payments and statement email
6. Run and approve UAE e-invoicing readiness settings

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.