Company Information

Company Information is where you store your business's core details, such as your company name, website, address, and time zone. These details are used across the Sales Rep App (WizOrder) and the Online Storefront (WizShop), so keeping them accurate ensures everything from order confirmations to customer-facing communications reflects the right information.

How to Access Company Information

1. Go to Settings from the left navigation.
2. Under General, click Company Information.
3. The Company Information page will open, showing all your current company details.

Finding Your Way Around Company Information

The page is organized into individual cards, each covering a specific setting. Here's what you'll find:

• General Settings: Your company name, website URL, and business address
• Company Timezone: The timezone your WizOrder account operates in. This affects timestamps on orders, quotes, and reports
• Dashboard Default Time Filter: Sets the default time range shown on your main dashboard when it loads
• Customer Dashboard Default Time Filter: Sets the default time range shown on the customer dashboard
• Cart Disclaimers: Any disclaimer text you want displayed on the cart before a rep submits an order
• Operating Countries: The countries your business operates in

Each card has an edit icon (pencil) on the top right. Click it to update that setting.

How to Update Your Company Details

1. On the Company Information page, find the General Settings card.
2. Click the edit icon on the top right of the card.
3. Update your Company Name, Website URL, or Address as needed.
4. Save your changes.

How to Change Your Company Timezone

Getting your time zone right is important; it ensures that order timestamps, reports, and dashboards all reflect the correct time for your business.

1. On the Company Information page, find the Company Timezone card.
2. Click the edit icon on the top right.
3. Select the correct timezone from the dropdown.
4. Save your changes.

How to Set Your Dashboard Default Time Filter

The Dashboard Default Time Filter controls what time range your dashboard shows by default every time it loads, so you're not manually resetting it each time.

1. On the Company Information page, find the Dashboard Default Time Filter card.
2. Click the edit icon.
3. Select your preferred default time range (for example, This Month, Last 30 Days, or All Time).
4. Save your changes.

The same steps apply for the Customer Dashboard Default Time Filter, which controls the default time range on the customer-specific dashboard.

How to Add a Cart Disclaimer

A cart disclaimer is a message your reps see on the cart screen before submitting an order, useful for communicating important terms, policies, or reminders at the point of order.

1. On the Company Information page, find the Cart Disclaimers card.
2. Click the edit icon on the top right.
3. Enter your disclaimer text.
4. Save your changes.