ABSS CRM · Settings

Profile

Profile is your company's record, on a screen titled Company Profile. It holds the company name, logo, signature, tax IDs, address and preferences. The CRM uses it on your quotations and sales orders. It describes the organisation, not the person who is signed in.

Who it's for: Admins who look after the company's identity on quotations and sales orders
Where to find it: SettingsProfile
What you need: The Admin role

Profile walkthrough

Coming soon

What you can do here

Set your company's name, email and phone number.
Upload a company logo and a signature for your documents.
Record your GSTIN, PAN and Import Export Code.
Keep the company address up to date.
Choose your fiscal year, organization language and date format.
Open the base currency's settings without leaving the screen.

Before you start

Note: This is the same company profile ABSS Books uses, so a change saved here also shows in Books. See Profile in ABSS Books.

The Admin role: Profile is under Organization in Settings. People who are not admins do not see it.
How to open it: Open Settings with the gear icon at the top of the screen. Then choose Profile under Organization, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
Your GSTIN and PAN: Both are required. You cannot save the profile without them.
Logo and signature files: PNG or JPG, up to 5MB each. Both are optional.

My Profile is your own user card. This screen is the company.

Update your company profile

The whole profile is one form with four cards and a single Save at the bottom.

Open Profile
Go to Settings → Profile. The screen is titled Company Profile.
Edit the cards you need
The cards are Basic Details, Tax Information, Address Details and Organization Preferences. Required fields are marked with a star.
Choose Save
Save is at the bottom of the screen. If a required field is empty or not in the right format, the CRM marks it and does not save until you fix it. Cancel drops your changes and goes back to the screen you came from.

Basic Details

Company Name: Required.
Email Address: Required. It must be a valid email address.
Phone Number: Required. A 10-digit number, digits only.
Company Logo: Drop the file on the box, or click to browse. PNG or JPG, up to 5MB. When a logo is already there, use Change Logo to replace it.
Digital Signature: Your authorized signature. It is added the same way as the logo: PNG or JPG, up to 5MB. When one is already there, use Change Signature.
What it affects: The company name, address and contact number on your quotations and sales orders and on their PDFs. New quotations and sales orders also pick up the logo and signature from here.

Tax Information

GSTIN: Required. Your 15-digit GST Identification Number. Letters are turned into capitals as you type.
PAN Number: Required. Your 10-character PAN.
Import Export Code: Optional. Your IEC, if you have one.
What it affects: The GSTIN and PAN shown under your company name on quotations and sales orders.

Address Details

Street Address 1: Required.
Street Address 2: A second address line. It is marked with a star, but you can save without it.
Country, State and City: All three are required. Pick the Country first, then the State, then the City. Each list depends on the one before it.
PIN Code: Required. A 6-digit PIN code.
Fax Number: Required.

Organization Preferences

Base Currency: Shown as a locked currency code. Its tooltip says that your transactions and financial reports will be shown in the base currency. The gear icon in the field opens Edit base currency.
Fiscal Year: A twelve-month window that runs from one month to another, for example April - March.
Organization Language: A list of languages: English, Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, Bengali and Punjabi.
Time Zone: Read-only. Its tooltip says: Value comes from your company profile (country and city). It is read-only here.
Date Format: A list of date formats, each with an example, such as DD/MM/YYYY.

Edit the base currency

The base currency shows as a locked code on the profile, but you can change how the currency is shown.

Choose the gear icon in the Base Currency field. It opens Edit base currency, where you can change the Currency Symbol, the Currency Name and the Format. Decimal Places is locked. The change is saved when you choose Save in that window. You do not need to save the profile as well. The full list of currencies is under Settings → Currencies.

Rules to know

Topic	Rule
Admin only	Settings → Organization → Profile. People who are not admins do not see this screen.
Shared with ABSS Books	ABSS CRM and ABSS Books use the same company profile. What you save here shows in Books, and what an admin saves in Books shows here.
Required to save	Company Name, Email Address, Phone Number (10 digits), GSTIN (15 characters), PAN Number (10 characters), Street Address 1, Country, State, City, PIN Code and Fax Number.
Save and Cancel	One Save at the bottom keeps the whole form. Cancel drops your changes and goes back to the screen you came from.
Logo and signature	PNG or JPG, up to 5MB each. A file of another type or a larger file is refused with a message.
Base currency	Shown here as a locked code. The gear icon opens Edit base currency, which has its own Save. The full currency list is under Settings → Currencies.