When you sign up, Kladana automatically creates an entry for your company. It is highly recommended to start by filling it out with your company details. This entry is used throughout the system, including in transactions, printed forms, and reports.
- In the Kladana workspace, click the user icon and select Settings. Then, in the left-side menu, choose My Companies and Tax Settings.
- Hover over your company row and click to go to the company settings.
- Edit your company’s contact details. They are used in your Purchase and Sales Orders:
- Name (required);
- Code;
- Phone;
- Fax Number;
- Email;
- Shipping Address;
- Comments;
- Executive (Full name);
- Job Title.
You can also attach the executive signature and your company logo.
- Specify your legal and tax details. They are used in printed forms and in tax calculation:
- GST Treatment and GSTIN (if required);
- Country (required);
- State (required if country = India);
- Company Legal Name;
- Billing Address;
- Comment to Address;
- PAN.
- Click GST/VAT applicable checkbox to calculate taxes automatically in the transactions: Sales Order, Receiving, etc.
- In the Cashbox settings, click Adjust balance to specify the amount of money in the cash box. Enter the Adjustment Sum in the opened form. Click Save, and Close.
- Click +Account number and enter your bank account details. If you add multiple bank accounts, select one as the primary account.
- Click Save.
Now creating documents will be much easier. Select the company name, and Kladana fills in all the company details for you.