A Company Profile is a centralized record of essential company information stored in the system, such as the company name, address, VAT/PAN number, and other key details. It defines the company’s identity and contains core operational information intended for general client view only.
Steps to View the Company Profile:
1. From the Main Menu, click on the Configuration Module.
2. Click on the Company Info.
3. Select the Company Profile.
4. This screen displays a list of all companies available in the software.
5. Click the View button to open the company’s details.
6. View the details and click the Back button to return to the previous screen.
7. Only authorized users (IMS staff) can edit the company profile. Click Edit to update the company details.
8. You can only change the company address. The Initial, Company Name, VAT Number, and Company ID are already created in the database and cannot be changed. Only the Address, Company Short Name and E-XIM Code can be changed only after OTP verification.
9. Enter a Company Short Name if you want to use an abbreviated name for the company.
10. Change the company address if needed.
Eg: Kathmandu, Nepal
11. Enter the company’s E-XIM Code as required.
12. Click the Save button to apply the updates.
13. Enter the OTP number for authentication.
Eg: 414090
14. Click the Submit button to complete the process.
15. The updated company address will be displayed in the Company List.
16. Click the Back button to return to the main screen.
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