Organization Profile
Organization Profile under Settings allows you to manage all information related to your organization. To access Organization Profile:
- Click Settings in the top right corner.
- Click Profile under Organization.
On the Organization profile page, you’ll see the following fields:
Organization Logo: The logo you upload here will be reflected in all your transaction PDFs and email notifications. You can simply click Upload Your Logo, select the file, and upload it.
- Preferred Size: 240px\240px with 72 DPI.
- Maximum File Size: 1 MB.
Organization Name: The business name entered during sign up will be added as the Organization Name. This name will be reflected in the transaction PDFs and email notifications. You can change the name by entering the desired name in the text box next to this field.
Industry: Select the industry type your business falls under.
Organization Location: Provide a detailed postal address along with other contact details such as phone number, website, etc.
Primary Contact: The primary contact person’s name and email address that you entered during quick setup is displayed here. You can edit them by clicking Configure Email. If you want to change it or you want to set up multiple sender email addresses, click Configure Email Preferences. Learn more about setting up sender email preferences.
Base Currency: This is the currency using which you operate your business. This is also the currency you select when you sign up. It cannot be changed once you start recording transactions in Zoho Commerce.
Fiscal Year: Different companies follow different fiscal years; select the one that best suits your business’s accounting and regulatory needs.
L****anguage: Select a language in which you want to use Zoho Commerce from the dropdown.
Time Zone: Zoho Commerce populates the time zone based on the location you choose during sign up. You can edit this if required.
Date format: Select your preferred date format, mostly prevalent in your country or specific to your organization.
Company ID: In case you wish to display your company ID on the invoice, you can add it here. Company ID is the jurisdictional requirement for every company and is country specific.
Tax ID: In case you also wish to display your tax ID on the invoice, you can add it here. This is specific to the company’s regulatory requirement.
Additional fields: You can create additional input fields for recording information.
Click Save after entering all details.
Create New Store
You can also add multiple stores in Zoho Commerce. This way, you can manage your various business stores under a single Zoho Commerce login and get a comparative view of the financial health of your group of companies.
To add an organization:
- Click your organization’s name displayed at the top.
- Click Manage from the dropdown. You will be redirected to a new page.
- Click Create New Store.
| Field | Description |
|---|---|
| Are you selling yet? | Let us know what you are looking to do with Zoho Commerce |
| Current Annual Revenue | You can select your annual revenue so we can customise the best requirement for you. |
| Total Count of the products you sell | Here, you can mention the number of SKU’s you have in your business |
| What are you planning to sell on the website? | You can mention the industry in which the business belongs |
- Click Next.
- Click Create New Store in the top right corner.
| Field | Description |
|---|---|
| Store Name | You can enter your store name here. |
| Country | Select a country from which your store operates. |
| Time Zone | Select a time zone of your store’s location |
| Currency | This will serve as a base currency and cannot be edited later. |
- Click Choose Template.
You will be taken to the dashboard of your newly created organization. If you wish to switch to another organization, click the organization drop-down in the top right corner and select the organization to which you wish to switch.
Join Existing Organization
If you have an organisation in any of the other Zoho finance apps, you can access that organisation in Zoho Commerce. Here’s how:
-
Click the Organisation Name at the top right corner of the page.
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Select Manage.
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Select a store from the list of available in the page
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Click Join next to the organisation you want to access in Zoho Commerce.
Switch Between Stores
Here’s how you can switch between stores:
- Click the Organisation Name at the top right corner of the page.
- Select the store you want to switch to from the list of stores.
