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How to update Company Information in Pallet Connect

1. This article will explain how to update Company Information in Pallet Connect.


NOTE: To make changes with the "Billing Address", kindly reach out to support@palletconnect.com as our Pallet Connect Accounting Team will need to update it in their system for subscription invoices.

  1. Navigate from the Main Menu > Settings.

2. 2. Go to "System Settings".

3. 2. Click "Company Information" and this will show the text fields to add or modify the information. You can change the following:

  • Company Logo – Allows the user to upload a PNG file that represents the company’s logo. This logo is displayed in the system and used on generated documents and attachments sent from the system.

  • Company Name – The official registered name of the company, used across the system for identification and on documents, emails, and reports.

  • Company Name On Labels – The company name as it should appear on printed labels, which may differ from the official company name for branding or space reasons.

  • Company Address Line 1 – The primary street address of the company (e.g., building number and street name).

  • Company Address Line 2 – Additional address details such as a suite, unit, or floor number (optional).

  • Company Address City – The city or town where the company is located.

  • Company Address Province – The state, province, or region of the company’s address.

  • Company Address Country – The country where the company is registered or operates from.

  • Company Address Code – The postal code or ZIP code associated with the company’s address.

  • Company Website – The official website URL of the company.

  • Accounts Tel – The primary telephone number for the accounts or finance department.

  • Accounts Email – The primary email address associated with the company’s profile. It appears on the header of most official documents and communications sent from the system, including paperwork sent to customers, suppliers, and vendors.

  • Accounts Person – The main contact person responsible for accounts or finance-related matters.

  • Order Enquiries Email – A secondary email address used for order-related enquiries. This email can be referenced in email templates as a wildcard when customizing emails in Settings >> Email Layouts.

  • Order Enquiries Contact Person – The primary contact person for order-related questions, issues, or follow-ups.

  • Order Enquiries Tel – The telephone number for order-related enquiries.

  • Info Email – Used only when the setting “COPY NEW USER EMAIL TO INFO” is enabled. When active, a notification is sent to this address whenever a new user is created.

  • Urgent Email Address – A dedicated email address that receives alerts when an order is entered and marked as urgent.

  • Company Tax Number 1 Name – The label or name of the first company tax identifier (e.g., VAT Number, GST Number).

  • Company Tax Number 1 – The actual value of the first company tax identifier.

  • Company Tax Number 2 Name – The label or name of the second company tax identifier.

  • Company Tax Number 2 – The actual value of the second company tax identifier.

  • Delivery Days – The days and hours of operation for the receiving plant, indicating when deliveries can be accepted.

    3. Once updated, click "Save Settings" to complete.