Edit your Brand details and settings

Note
Multiple branding themes are available to customers who are on our Enterprise plan. 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 customise the brand name, brand colours used, logo and select brand as default. 

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Document Settings

Going to the Document Settings tab will display general document settings and document specific settings such as customisation of fields. The documents you can customised include:

  1. Quotes
  2. Sales Orders
  3. Invoices
  4. Credit Note
  5. Stock Transfers
  6. Shipping Labels
  7. Shipping Details
  8. Pick Lists
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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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