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Configure your profile and organisation details

Learn how to change your profile picture and update the logos used in reports and across the Sage Sales Management web and mobile apps.

Written by Jon Trasobares

From Settings, open My profile to change your picture or Company Settings to update your organisation’s information.

Update your profile picture

  1. Go to Settings.

  2. Select My profile.

  3. Select your profile picture.

  4. Choose a new picture from your device.

The new picture will be associated with your Sage Sales Management user account.

Update your company details

  1. Go to Settings.

  2. Select Company Settings.

  3. Edit the fields you need.

  4. Select Save.

You can update the following details:

  • Name: your company’s name.

  • VAT number: your company’s tax identification number.

  • Phone number: contact telephone number.

  • Address: your company’s address.

  • Address detail: additional address information.

  • Town / PC: town and postcode.

  • Region/State: region or state.

  • Country: your company’s country.

Configure currency and units

From Company Settings, you can also adjust:

  • Currency: the currency your company uses, such as euros, dollars, or pounds.

  • Units: the metric or imperial measurement system.

After making changes, select Save.

Configure decimal places

In the same section, you can specify the number of decimal places for different values:

  • Currency decimal places: number of decimal places for monetary amounts.

  • Decimal places for product prices (currency): number of decimal places for product prices.

  • Decimals for quantities: number of decimal places for quantities.

After making changes, select Save.

Update your company logos

From Company Settings, you can configure two logos for different purposes:

  • Logo 1: used in reports.

  • Logo 2: used in the web and mobile apps.

To update a logo:

  1. Select Change below the relevant logo.

  2. Choose an image from your device.

  3. Adjust its size in the preview area.

  4. Select Accept to confirm.

The new logo will appear in the corresponding space and will be used for its stated purpose.

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