> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/organization-setup/company-info.md).

# Company Info

Your company details, addresses, markup and margin tiers, banking details, and the files added to your documents.

Your quotes, invoices, and other documents show your company's name, tax reference, addresses, and banking details. On the **Company Info** tab you keep these up to date. You also set the markup and margin limits your sales reps work within, and add the certificates and company profile that go out with your documents.

### Before you start

You'll need the **Organization Setup** permission, in the **Settings** permission group.

> **Warning:** Changing the **Trading Currency** deletes all your trading holidays. Add them again afterwards, in the main menu under **Settings** > **Trading Days**. See [Trading Days](/central/order-management/settings/trading-days.md).

### How to update your company details

1. In the main menu, go to **Settings** > **Organization Setup**.
2. On the **Company Info** tab, fill in your **Company Details**:
   * **Company Name**, **Telephone**, and **Email**
   * **VAT Reference** (the label uses your country's tax name)
   * **REG Number** and **Customs Reference**
   * **Trading Currency**
3. Fill in the **Postal Address** and **Delivery Address**. Tick **Same as Postal Address** if they match.
4. Select **Save**.

You see "Organization Settings saved successfully".

### Markup and margin tiers

Tiers set the starting percentage on new project lines and the range each sales rep can price within. Each user is given one markup tier and one margin tier, under **Settings** > **Manage Users**.

1. Under **Markup/Margin Settings**, tick **Use Markup**, **Use Margin**, or both.
2. If you tick both, choose the **Default**: the calculation new project lines start in. Each line can still be switched, and a user's own default overrides this one.
3. Select **Edit** on a tier to change its **Name**, **Default**, **Min**, and **Max**, then select **Save**.

A **Max** of 0 means there's no upper limit, and shows as "∞". If the range is invalid, you see "Invalid range of values" and can't save.

#### How tiers work

* **Default:** The percentage a new project line starts at.
* **Min** and **Max:** The range you can price within. A line outside your range is an error, with a tooltip such as "Margin must be between 20% and 60% (your tier limit)". Until the margin is fixed or approved, you can't move the project on or create documents.
* **Product ranges:** A line outside the product's own range, but inside your tier, is only a warning if you have the **Bypass Product Minimum** or **Bypass Product Maximum** permission. Otherwise it's an error.

**Example:** Your sales reps are on Margin Tier 2, with a default of 35%, a **Min** of 20%, and a **Max** of 60%. A rep adds a product and it starts at a 35% margin. When the rep drops the margin to 15%, the line shows an error, and the project can't move on until the margin is back to 20% or more.

### Banking details

The bank accounts you mark as active and **Visible on Documents** are printed on your documents, so clients know where to pay.

1. Under **Banking Details**, select **Add Bank**.
2. Fill in **Account Name**, **Bank**, **Account Number**, **Branch Name**, **Branch Code**, and **Currency**. Add the **Swift Code** and **Exporter Code** for foreign payments.
3. Tick **Visible on Documents** to show the account on your documents.
4. Select **Create**.

To change an account, select **Edit** in its row. To stop using one, select **Disable**. An account number or name can only be used once.

If you have an accounting system connected, accounts can come across from it, and a sync icon shows on each row. Select it to send an account to your accounting system.

### Files added to documents

| Item                                    | What it does                                                                                                                                                                                   |
| --------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Certification and Standards Imagery** | Up to 20 PNG or JPG images, such as quality or industry certificates, shown on your documents.                                                                                                 |
| **Organization Biography**              | A PDF of your company profile, added to documents when the document setting for the company biography is on.                                                                                   |
| **Document Templates**                  | Opens the document designs and colours.                                                                                                                                                        |
| **Document Appendices**                 | Files, such as terms and conditions, added to the end of your documents. Select **Add New** to add one. See [Document Appendices](/central/order-management/documents/document-appendices.md). |

Each file can be up to 24 MB.

### Related pages

* [Branding](/central/order-management/settings/organization-setup/branding.md): the logo on your documents
* [Document Templates](/central/order-management/documents/document-templates.md): the document designs and colours
* [Document Appendices](/central/order-management/documents/document-appendices.md): other files added to your documents
* [Users](/central/order-management/settings/manage-users/users.md): give each user their markup and margin tier