Companies
A company is defined as its own legal or natural person in whose name documents will be issued in the system. All systems have a pre-entered notional company and one of the first tasks when setting up the system is to edit the information with the actual one for your company. The correct generation of all documents in the system depends on this.
Establishing a company
From ADMINISTRATION > Settings > Companies and offices
In Prim.IO, we have only allowed working with one company, although the system can also work with multiple companies. If you really need it, be sure to contact us by email or phone for a consultation before setting up more than one company yourself. Working in a multi-company mode on one system entails more complex case studies that require advance planning. That is why this option is disabled by default!
With the presets in the system comes a preset “My Company Ltd” whose data you must replace with your company’s data. To do this, click the edit icon.
You should fill in the following fields:
My Company Ltd.
Natural person Legal person
Status – leave blank
Trader – leave blank
Holding – leave blank
BASIC INFORMATION
Name bg : My Company Ltd.
Alias
VAT number Intrastat Foreign company
UIC
CONTACT PERSON
Little name en :
Surname bg :
Surname en :
Position
CHARACTERISTICS
CONTACT
Phone
Fax
Email
Note
ADDRESS
Office Tax address / Main address
Country
Bulgaria
District
Postal code
Mailbox
Location
Sofia
Quarterly
Street
Number
Block
Login
Floor
Apartment
Address
Setting up printed document forms
In the Companies and Offices interface, the logos that are printed at the top (header) and bottom (footer) of the printed documents are also set. You need to upload your logo to the system.
Offices
It is possible to add an unlimited number of offices to an already established company. The offices can correspond to your real ones if you have some territorial division, for example an office in Sofia, an office in Plovdiv, an office responsible for Northern Bulgaria, for abroad, etc. The division by offices does not have to be only on a territorial basis, it can be useful if you want to logically divide your activities. For example, an office for e-commerce, an office in Sofia – physical store, an office in Plovdiv – production, etc.
Offices bring several benefits:
- Separate numbering of documents;
- Straight what to see and what not based offices;
- Filters in each reference.
You must have at least one office. The system comes with a pre-set “Central Office”. If it is sufficient for you, then skip this step in the settings.
Create an office
This is done from ADMINISTRATION > Settings > Companies & Offices
A new office is created by the “Add” icon after the company name
Empowerment by offices
Once you have created the office(s) for a company, an important next step is to specify who is allowed to see and work with the data and documents generated in that office.
This is done from ADMINISTRATION > Settings > Companies & Offices
Click on the “Rights” icon