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Company
To setup your company
information in T-Boss, from the Edit Menu select Company. Or click the
Begin by entering
information such as your company name, address, etc. Next insert your company
logo by clicking on the browse button. Your company logo should be sized to 250
x 115 pixels. We recommend resizing your logo to these dimensions for printing
purposes. Profit Margin
Next select the profit
margin tab.
The profit margin tab allows
you to setup costs related to shop operations, which will be used when
selecting “Show Profit Margin” from the Invoice/Quote screen. Below is a
hypothetical example of how these values are calculated. You should configure
these values to match the operations of your shop most accurately. Hypothetical Production Material Cost
Mail
Next select the “Mail” tab.
Your email settings are
required when using the standard or bulk email options. Your SMTP setting is
the name of your mail server. For example, mail.yourisp.com
or smtp.yourisp.com. If you do not know your SMTP settings please
contact your ISP (Internet Service Provider) administrator. Finish by entering
the username and password that you use to connect to your ISP. You can also opt
to uncheck the “Include Inventory photos with Invoice/Quote” if you would not
like a page generated showcasing the inventory items pertaining to the
Invoice/Quote. Other
Next select the “Other” tab.
This page allows you to
setup default information such as default catalog, print matrix, etc. You also
have the option of checking the “Maximize Windows” option which will auto
expand the internal windows of T-Boss. Once your defaults have been configured
these values will be selected every time you generate a new Invoice/Quote. Customer Agreement
Finish by entering the
customer agreement you have between your customers.
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