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Edit your Brand details and settings

Neeta Nelson
  • Updated

Personalize the branding on your documents, email templates, and B2B eCommerce by using a Branding Theme.

Note
Multiple branding themes are available to customers who are on our premium and pro plans. Find out more about what our various subscription plans have to offer.

TradeGecko does not allow branding changes using html.

First, Click on the Identity & Branding tab in your Settings section.

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Click on the brand you wish to edit.

Brand Details

Under Brand Details, you can customize the Brand name, Brand colours, Contact Email, Contact Phone #, Billing Location, Document language, and the logo. You can also select to make the brand the default. The Brand name, Billing Location address, Contact Phone #, and Contact Email will be displayed on your document footer. If you have multiple brands as a part of your plan, you can customize each brand separately.  

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Document Settings

Going to the Document Settings tab will display general document settings and document specific settings. You can customize various aspects of the document such as Font/Page size, Document titles, select what can be displayed on each document The documents you can customize include:

  1. Sales Orders
  2. Quotes
  3. Invoices
  4. Credit Note
  5. Stock Transfers
  6. Shipping Labels
  7. Shipping Details
  8. Pick Lists
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For the Sales Order, Quote, Invoice, and Stock Transfer document, you can now add another price column such as RRP or other prices as per your liking. Generally, the RRP is added for comparative purposes.
 
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Email Settings 

Under the Email Settings tab, you will see the default email templates used for your transaction emails when you use this brand. 

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Note
Email templates that are in use in your document themes cannot be deleted. In order to delete the template you must first select another template within document themes, to replace it.

If you assigned a particular email template for Sales Order, this information will automatically be replicated when you create a new Sales Order. 

Here is an example of your sales order customised to your brand:

You can make changes to your brand details and settings by going to Settings> Identity and Branding.

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