Identity Name – This can be your own personal name, trading name or business name. By default, only one identity is created, but additional identities can be created by clicking on the + on the dark green header. The default identity checkbox will be ticked.

Logo – A color or black and white logo that can be selected which will appear on all printed documents.

Company Name – Enter the trading name. This and the subheading will be the same as the information entered as part of the setup wizard.

Location – This is used to track stock etc, and can be either area within one physical location (stock room, warehouse, shop floor, etc) or different locations such as a remote warehouse or multiple shops.

For now, leave it set to the default location 1 (main stock location). Locations can be added later by selecting the manage link, or by enabling the locations module (see the general setup section above).

The panel on the right of the screen covers additional settings for the identity. The first two options, Identity Name & Identity Preference can be left as per default settings.

Report Icon – Select the default icon or custom icon that appears on all the reports produced by the system. To change the icon to custom click on the custom link and navigate to the image.

Logo for Home Screen – Select the default image or custom image that appears on the home screen. To change the icon to custom click on the custom link and navigate to the image.