In Stockagile, entering the basic information of your company is essential for optimal functionality. These business details are vital and are used in various functions within our platform.
In this article, we will guide you through the step-by-step process to modify your company's data, including the trade name, VAT number, fiscal address, contact information, and more.
Requirements to Modify Company Data
- The user must have the OWNER role. You can see the different role types in the section Create or edit a user.
Steps to Modify Company Data
- Go to the dropdown menu located in the top right with the username and click on the CONFIGURATION option.
- The first screen that appears is the company data configuration. Here we can edit:
- Company Name: This is the commercial name of the company, not the legal name. If you want to change the legal name on the Stockagile account, you can email us at support@stockagile.com.
- VAT Number (NIF)
- Fiscal Address
- City
- Postal Code
- Country
- Phone
- Main Email
- Trademark Registration: The text of the trademark registration in the commercial book. This field is displayed on invoices generated with this account.
- Logo: Company logo that will be displayed on generated documents such as invoices, delivery notes, B2B ecommerce page, etc...
- Once modified, do not forget to click the SAVE button.
- If you have more than one company and need to manage multiple fiscal addresses (provided your plan includes this option), you can add them in the box below under "Other Fiscal Addresses" by clicking the NEW FISCAL ADDRESS button and filling out the same fields as in the previous point.
Step 2: Company configuration screen
Step 4: Bottom part to add more than one company
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