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  1. Sales Features
  2. Settings

Organization Setup

PreviousSetting up additional workflowsNextDocument Appendices

Last updated 1 year ago

The Organization section is where you as the merchant will enter in all your Company details, load logos and documents and update your default Markup Tiers. All of this information will be used by the system to populate documents and emails generated in Order Easzi.

How to Setup your Organization

1. Click on the settings Icon.

2. Select Organization Setup.

3. Enter your company details and addresses.

4. Edit the margin on the default markup tiers if needed.

5. Add your banking details that will display on quotations.

6. Upload your company logo.

7. Add a Document Appendices, this is where you will add your terms and conditions.