Configure Company Settings

To configure your company settings, navigate to the "Account Settings" section of the PrepBusiness software and stay on the Basic tab. Two sections of the settings are covered in separate articles, which are the Stripe Account and Domain Settings. In this article, we will cover the Branding Settings, Interface Configuration, Billing Settings and Default Email sections.

Branding Settings

PrepBusiness allows you to add your company logo to the software so that your clients see your logo when they are using the software.

The logo file that you add here will be shown in the top left corner, substituted for the text of your company name. A rectangular PNG with a transparent background works best here.

The favicon file will be shown beside the name of your company on the address bar or open tabs of the browser, to help users associate a site with your company. The file uploaded here must be exactly square, and a PNG with a transparent background works best. This section also holds your Warehouse Name and a Logo Background setting, which sets whether the area behind your logo is light or dark.

Interface Configuration

The interface configuration section contains seven settings. "Display Dimensions in Metric" switches dimensions between metric and imperial. "Use Expiry Dates on Item Labels" lets your clients put expiry dates on items in shipments, and "Expiry Dates - Minimum Days In Future" enforces a minimum. "Import From Amazon - Create Inbound Shipment By Default" controls whether importing an Amazon plan also creates an inbound shipment. "Play Sounds" turns audible feedback on for barcode scans, "Show Item Condition" displays the condition on items, and "Theme Color" sets the button and highlight colour to blue or green.

Billing Settings

The billing settings page contains two configurable options: Days of Free Storage and Default Billing Method.

If you would like to bill clients for storage after a certain length of time that their items are in your warehouse, enter the number of days that they are eligible not to be charged for. After that time, storage charges will be automatically added to their account. See more on Storage Billing.

If you would like clients to be billed and charged automatically on a monthly billing cycle (see more on Billing Cycles) then set the Default Billing Method to Monthly. If you would prefer to bill clients manually, set this option to Manuel.

Default Email

The last section sets the email address your client emails are sent from, and the address that receives notifications by default. Clients can also reach you through the "Email Us" form in the Help menu, and those messages go to this address unless you override it on the Notifications page.