V8 - Company settings

The base settings for company-wide information within SOS Inventory are established in your Company settings (Company menu > Company settings). 

Company settings field descriptions

Automated date format. This date format will be used for transactions that are generated by SOS Inventory automatically. If a user is logged in, the user date format setting will override this setting.

Automated time zone. This time zone will be used for transactions that are generated by SOS Inventory automatically. If a user is logged in, the user time zone setting will override this setting. The default is UTC time (London). Change to your company’s time zone.

Child forms inherit transaction number. By default, child forms (such as an invoice created from a sales order) will use its own transaction numbering. Enable this setting to have the child form inherit its number from the parent, instead of its own transaction number.

Closing date. Transactions on or prior to this date cannot be changed. Any changes made in QuickBooks will override this setting. Thus we recommend that your closing date in SOS Inventory match your closing date in QuickBooks. 

Company address. This is used to meet internet compliance standards. Address fields include two lines for a street address, as well as City, State/Province, Postal code, and Country/Region fields.

Company name. If you are set to be a stand-alone inventory system, enter the name of your company. If you are connected to a QuickBooks company, this name will be retrieved automatically.

Company header. This header will appear on customer- and vendor-facing forms.

Default lines. This is the number of line items that will show on a new form, or the number of lines added when you click the More lines option on a form. The smallest possible value is 3, and the largest possible value is 20.

Default report format. On reports, the default data file format you want SOS Inventory to use for spreadsheets. Choices are Excel (.xlsx or .xls) or Comma Separated Value (.csv) file formats.

Home currency. All transactions are stored in the system in your home currency by default. Must match the home currency listed in QuickBooks Online.

Logo. This logo will appear on your forms in quick view or PDF. The file should be less than 2MB in size. The image will be scaled to the width and height settings which follow. JPEG (*.jpg), PNG (*.png), and GIF (*.gif) files are accepted. You can change a logo by clicking the Clear logo button and browsing for the replacement logo graphic file.

Logo height. Enter the height for your logo. Enter the height as a pixel value. A common height is 144, which is about two inches. Every computer and every printer are different, so you might have to try different values here to size it exactly as you want. Leave this blank to use the original size of your logo.

Logo width. Enter the width for your logo. Enter the width as a pixel value. A common width is 144, which is about two inches. Every computer and every printer are different, so you might have to try different values here to size it exactly as you want. Leave this blank to use the original size of your logo.

Multicurrency. Check this box to enable the multicurrency capabilities of SOS Inventory. If you are using multicurrency and want the transaction to sync to QuickBooks Online correctly, make sure that multicurrency is also turned on in QuickBooks Online.

Never connect. Check this box if you don't ever plan to connect to QuickBooks Online. This hides several menu options to make the user experience a little better. You can change this setting at any time. Best used for stand-alone companies.

Send emails from customer domain. SOS Inventory normally will send emails FROM a sosinventory.com address with the REPLY_TO address set to the sending email addresses that you define. This is done to improve email deliverability to recipients. Enabling this setting reduces the risk of emails sent from the SOS account being rejected as spam by the recipient or being marked as undeliverable.

Stars. This setting controls the stars that users in your company can select on list pages. Yellow allows you to flag items for later attention. The Red, Yellow, Green option provides a stoplight type of flagging (for example, Red – immediate issue, Yellow – take note of, Green – ready for next step).