Back to: Complete Jobman Set-Up Guide for Administrators
Set Up Your Organisation – General Settings
Once your organisation has been created, you will need to configure all your settings.
From the User Menu Panel on the left, navigate to Settings > General.
Here you can perform the following:
- Add a company logo which will show on quotes and invoices.
- Add the company email address, ABN/TRN (if applicable) and website details.
- Set your currency, language, date format and timezone.
- Set your financial year start date.
Uploading your logo: We recommend that your logo file size does not exceed 500kb. Large logos can cause your emails to exceed file attachment limits.
Important: You must have the correct timezone set up for your organisation. This will affect multiple areas of your software, such as your target calendar and activity screens.
When you create a new staff member, their timezone will be set to your organisation’s by default. However, you can alter the timezone for individual staff by navigating to Staff > [Staff Name] > Update.
Creating and Editing Locations
Many businesses have multiple locations (e.g. manufacturing facilities, factories, warehouses, etc.)
By setting up locations in Jobman, you can create different delivery addresses for purchase orders, and separate your inventory according to location.
Example:
Factory 1 is located at 11 West St, and Factory 2 is located at 23 North St.
Factory 1 has 125 sheets of while melamine in stock, while Factory 2 has 50.
Please note: The number of locations you can have is based on your subscription package. You will need to update your subscription to add extra locations.
How to Add a Location
- Go to Settings > Location.
- Click Create.
- Enter your location name. For example: Warehouse 1 or Warehouse 2.
- Enter the location address.
- Click Create again.
Edit, Delete, or Set Location as Default
To update the name or address of an existing location:
- Go to Settings > Location.
- Select the location you want and click Update.
- Enter the new details and Save Changes.
You can also Set as default to make your chosen location the default delivery address for purchase orders:
If you no longer use a location, you can Delete it using the button shown above.