Goldloan ERP
Settings

Company details

Edit company name, logo, branches, and statutory fields — Settings → Organization.

What is this page?

Company Details is your shop’s identity in the system — name on screen, address on prints, and branch list.

Settings → Organization → Company Details (/settings/profile/company-details).

What you see on the screen

What you will see on the screen

  • Company profile sections — name, contact, address blocks.
  • Logo upload — if enabled for vouchers.
  • Branch list — add/edit branch names and addresses.
  • Save — apply changes (wait for success).

Step-by-step: update company profile

  1. Open Company Details

    SettingsOrganizationCompany Details.

  2. Edit fields

    Update legal name, phone, email, address, GST/PAN as required.

  3. Upload logo

    Use clear PNG/JPG per size hint on form.

  4. Save

    Wait for success before navigating away.

Step-by-step: add a branch

  1. Find branch section

    Scroll to branches on same page (or tab).

  2. Add branch

    Enter branch name, code if used, full address.

  3. Save

    New branch appears in app bar branch switcher for assigned users.

  4. Assign users

    Users & roles → give staff access to new branch.

What happens after save?

  • App bar shows updated company name.
  • Users on that branch see branch-specific data.
  • Printouts use new address/logo where templates support it.

Tips

TipWhy
Legal name matches registrationAudit and bank KYC
One branch per physical shopData isolation
Update before year-endReports show correct entity

If something goes wrong

ProblemWhat to do
Cannot saveRequired field missing — read red errors
Branch not in list for userAssign branch in Users & roles
Logo not on printTemplate may need logo field — Template Editor