Company and Branch Settings

Company and Branch Settings

In this quick Skill, you will learn how to customise your company and a branch settings in Alto. You will also learn about a number of the different fields in the company and branch settings that should be populated to help you get the most out of Alto. When you see pins like this one, be sure to hover over them to learn more.

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Navigation

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Accurate company and branch settings are vital to the successful running of your business. They are the first thing you should set up when starting out with Alto. Click through the steps here to get started.

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Select the cog, Then Templates and Admin

Select the cog, Then Templates and Admin

Select System Administration, Then Companies or Branches

Companies

Branches

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Companies...

CLICK HERE

Branches...

CLICK HERE

Find the company, then click Edit

Find the branch, then click Edit

Go to Companies

Go to Branches

Company Settings

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Branch Settings

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The branch settings are all contained in one long page. Click through these steps to scroll down the page and see an overview of some of the more important settings.

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You're done!

You've completed the Company and Branch Settings skill. Head back to your learn page to choose your next skill.

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