Brands

Brand – is a collection of settings for the documents issue and mailing (supports different documents templates selection, custom languages, regional formatting, own logotypes, mailing options and etc.).

Brands, including the default one, can be created and edited via:
Tools → Company Settings → Brands.

Read more about 'General Conditions' file...

File format: .bmp, .tiff, .jpg, .png*, .wmf.
*It is recommended to insert a logo with a transparent background (not white) in a .png format for a better processing by Crystal Reports (external program used for report generating).

For templates with wide logotypes:
Size proportion of width is height: 10:3
Maximum allowed size: 500x150mm.

Assign report templates: Tools → Company Settings → Report Settings → Template Code.
Manage its labels text and translations: Tools → Company Settings → Report Labels.
The details are listed below.

Depending on the brand selected for the Order, its documents templates and translations are applied according to specified in:
Tools → Company Settings → Report Settings.

Read more...

Reports translations are created/selected in:
Tools → Company Settings → Report Labels.

Read more...

The proper brand rule is applied automatically as mentioned in the list below,
but user is free to be a brand-setter at any time and change the brand manually in:
Order → Brand.

1. Brand assigned in a customer profile.
Optional rule.
Customer → ‘Default Brand’ dropdown menu.

2. Brand assigned to user who is currently logged in.
Optional rule.
Tools → User Management → ‘Brand’ column.

3. Default Brand.
Default rule.
Works according to specified in:
Tools → Company Settings → Brands → Main Brand.

Tools → Company Settings → Brands: Property.

• Starting from ver. 15.7 the reports are generated based on a brand culture. Due to that culture became mandatory for all brands. It is copied from the Main brand when new ones are created.
• Date for Itinerary (Travel Document) is displayed according to the chosen regional setting (culture), including the language in a date.

Elements of header in 'Customer Accounts' report.

Elements of footer in finance reports.

The e-mail from which the mail is sent and to which can be replied by customer. The priorities of the e-mails: user, brand, host company.

Template of invoice e-mail subject. Data in tags is replaced by corresponding values from invoice.

Defines the name (separate company name, different from the main one or specific department name), which is stated as a sender in mails for Supplier Request, Customer Confirmation and other documents mailed from Order.

(Name, Address, Phone, E-mail correspondingly)
In Supplier Request (F11 report) for a 'From' section there is an extra option: to represent to supplier the brand name and brand address, including country applied in Order (instead of the host company details shown by default).

Company name used in a brand (as it can vary: a child company name or a specific department title can be stated per a brand).