Create Company and Profit Centre

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Setting up your company file is your first step with M-Power. This is completed by M-Power staff within a managed install but the steps below are outlined if you are self-installing or wish to change some of these details

The key steps in this process are:

  • Add a new company record to the system completed with your company details
  • Create a profit centre in settings and link it back to the newly created Company
  • Update the fields in this profit Centre including those that link your profit centre to the  logos and headers you wish to have on your quotes, invoices and purchase orders
  • Complete the text your default quote letter format

 

Video:  Setting up your company



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