Settings

User settings

You can find your User Settings by clicking on your Company Name in the top right corner and selecting Your Settings in the drop-down menu. Then you can do the following: By selecting Profile in the left menu, you can change your profile picture, your name and e-mail address. Here you can al...

Create company

You can create and add more companies to tracezilla by following the instructions below: 1. When you click your company name to the right in the top menu, you can create a new company by selecting Create Company in the drop-down menu. 2. Click Create.   3. Your company will now appear on the ...

Settings regarding VAT, taxes, fees, etc.

You can edit your VAT settings in your company settings. 1. Click on your company name in the top menu. Select Company Settings from the drop-down menu. 2. Click the Go To button next to the heading VAT,sales* *taxes,fees,**etc. to define VAT rates and specify when to apply them. 3. Click Add ...

Company Settings

You can change your company settings by clicking on your company name in the top right corner and selecting Company Settings in the drop-down menu. Company details The Company details can be changed by clicking Edit in the section My company details. Here you can change name, ...

Subscription, payment and billing

Please note: Only the person who owns the company account in tracezilla can create, manage and delete users. To create new users, see the instructions here. In order to view and change your subscription or your payment method, go to your Company Settings. Here you can also view your invoices...

Languages

In order to add one or several language to a partner, to documents or to Stock Keeping Units (SKUs) the language needs to be activated under your Company Settings. Activate language 1. Click on your company name in the top right corner and select Company Settings in the drop-down menu. 2. Clic...

Translation of documents

You can translate the text in your documents if you go to Translations in your Company Settings. 1. Click your company name in the top rigt corner and select Company Settings in the drop-down menu. 2.Click Open next to Translations in the section Documents and Templates. Here you can translate ...

Custom templates

Prerequisites Setting up the custom templates requires some coding skills. tracezilla support can put you in contact with consultants who can help set up the template to suit your needs. tracezilla support can not assist with the actual setup of the custom templates.   Enable custom template...

Document Settings

General Settings You can set up a variety of settings for your documents regarding logo size, layout, information, bank information etc. Document settings are edited by clicking on your company name in the upper right corner and selecting Company settings. In the Documents and Templates se...

Company profile and membership

In order to view or change your company profile follow the instructions below. 1. Click you company name in the top right corner and select Company Settings in the drop down menu. 2. Click on Users, Subscription and Billing. 3. Select Company profile i the menu to the left. 4. Here you can ad...

Order settings

Order settings In your order settings, you can set rules for default order status, date suggestions, lot suggestions, etc. Click on your company name in the top right corner and select Company Settings in the drop-down menu. Click Orders in the section Advanced Settings. The tabs are div...

Setting up Units of Measure for SKUs

In this tutorial you can read about setting up Units of Measure (UoMs) correctly, for each of your Stock Keeping Units (SKUs). Thereby creating a setup matching the needs of your company. You can read more about the general setup of SKUs here. You can also read more about SKUs in general here A ...

Create user

If you want to add or manage users, you can follow these instructions. Only the person who is the owner of the company account in tracezilla can create new users, delete or manage existing users or assign roles and setup visible menu items for the roles.   Send invitation to new user C...

SKU settings, units of measure

In the following guide you can read about how to do a correct set up of the measuring units of your Stock Keeping Units (SKU). The SKU setup has to match your company business model. You can read more about the general setup of SKUs here. A unit of measurement is the unit in which an item is me...

Texts by default on documents and emails

You can use the standard texts in e-mails and on documents that tracezilla provides or you can customize the texts according to your own preferences. You can also add particularly important texts and conditions at the bottom of documents.   Customize the message in emails When you send a docu...