It’s crucial for every business to have the freedom to adjust the software according to internal procedures and industry practices, especially when it comes to documents, order numbers, email templates, etc. Stock&Buy offers a range of different customization options, that are available to you within the Branding & Customization section, that’s outlined in this article.
The Branding & Customization section allows you to perform the following tasks:
- Customize your default order notes for sale and purchase orders
- Configure your automatic order number sequencing
- Setup your custom stock adjustment reasons
- Configure your email templates
- Setup email authentication
- Define your company logo
- Customize your standard printout titles
- Customize your custom document templates
Default order notes
It’s important to have predefined notes that you can have within every order that you can access and edit at any time, and it will apply to all new orders. Or you want to have certain placeholders with static information, which you can then edit according to the content of an order.
If you want to have default notes that will appear in every sale or purchase order, you can do that within the Default order notes section.
Here is how to do that:
- Login to your Stock&Buy account
- Go to Account Settings
- Click on the Branding & Customization tile
- In the Order Customization section, find Default order notes
- Choose whether you want to edit sale or purchase order notes by choosing a corresponding tab
- Add your text and hit Save in the top right corner of your screen
Order number automatic sequencing
It’s crucial and even legally required in some countries to have automatic sequencing of order numbers. Stock&Buy offers users the option to customize the sequence of their order numbers so the system will automatically assign an order number without users manually tracking those.
To configure your order number sequence, you need to provide the system with prefixes, suffixes, and the next number of the order, which will keep adding up with each new order. This should be done for both sale and purchase orders according to your own procedures.
Custom stock adjustment reasons
You can add your own stock adjustment reason to the system to use when you create adjustments for your products. Adjustment reasons will also be used if you use Xero, to set up a sync rule which will sync certain adjustments to different ledger accounts based on the reasons you have in Stock&buy. You can learn more by looking into this guide about splitting adjustments to different accounts.
You can add adjustment reasons in the Adjustments section of your Branding & Customization settings.
Email templates
You can define an email template that will contain default information that goes into each of your emails sent to customers or suppliers.
To create an email template, scroll down to the Email Configuration section of your Branding & Customization settings and follow these steps:
- Click on Add Template
- Provide a name for your template
- Add your text
- Click Close
Once you have the template saved, every email you send from Stock&Buy will grab information from the template that you can choose when sending an email.
Email Authentication
Stock&Buy allows you to send emails from your own custom domain instead of using the default system domain. This allows you to change the from address for your emails, so your customers or suppliers will see your custom domain email instead of mailer@stockandbuy.com.
For more information and configuration instructions, you can refer to this guide.
Standard document branding
In this section, you can define the standard appearance of your printout documents. You can upload your company logo, which will appear in all your documents. Also, you can define the standard document titels for your printouts.
Uploading a logo
To upload a logo, in the Document Branding section of your Branding & Customization settings, click on the icon that you see in the screenshot and choose your logo from your files.
Customize your standard printout titles
You can define your standard document titles in the corresponding section of the Document Branding configurations. Simply provide a title for each of the order states of your sale and purchase orders.
Custom document templates
Apart from the standard titles, Stock&Buy offers users the freedom to customize their templates according to their procedures and external regulations. In the last section of your Branding & Customization settings, you can define and add your custom templates.
To learn how to use Custom Templates and understand how they work, please refer to this guide.
