Company Settings
This section provides an overview of how to manage your company settings. It covers subscription management, company information, locale and currency configuration, locations, employees, sales representatives, permissions, and integrations.
Navigation: Settings → Company
General Settings
Subscription Management
Your subscription status is displayed at the top of the Company Settings page, showing:
| Status | Description |
|---|---|
| Active | Your subscription is current and all features are available |
| Trialing | You're in a trial period with limited features |
| Past Due | Payment is overdue - update payment method to avoid interruption |
| Canceled | Subscription ended - renew to restore access |
Click Manage Subscription to access the Stripe billing portal where you can:
- Update payment methods
- View invoices and payment history
- Change subscription plans
- Cancel or pause your subscription
AI Quote Generator
Enable AI-powered document scanning to automatically generate quotes from customer files.
| Setting | Description |
|---|---|
| Enable AI | Toggle to activate AI Quote Generator |
| Pricing | $50/month base + $0.10 per document after 500 |
| Availability | Not available during trial period |
When enabled, you can upload PDFs, CAD drawings, Excel files, and order forms to automatically extract product configurations and generate quotes.
Note: AI Quote Generator requires an active paid subscription and must be explicitly enabled with agreement to additional charges.
Company Profile
Company Information
Update your company's basic information:
| Field | Description |
|---|---|
| Company Logo | Upload your logo (displayed on invoices, embeds, and documents) |
| Company Name | Your official business name |
| Website | Your company's website URL |
Contact Information
Primary contact details for your company:
| Field | Description |
|---|---|
| Full Name | Primary contact's full name |
| Email Address | Main email for communications |
| Phone Number | Direct contact number |
Billing Address
Your company's official address used for invoices and documents:
| Field | Description |
|---|---|
| Address 1 | Street address |
| Address 2 | Suite, floor, or building (optional) |
| City | City of operation |
| State/Province | State or province (auto-populates based on country) |
| ZIP/Postal Code | Postal code |
| Country | Country of operation |
Locale & Currency Settings
Configure regional preferences that affect how dates, numbers, and currency are displayed throughout the application.
Country/Region
Select your operating country. This automatically suggests:
- Appropriate locale settings
- Default currency
- Region-specific formatting
Default Locale
Choose your preferred locale for formatting:
| Locale | Date Format | Number Format |
|---|---|---|
| English (United States) | MM/DD/YYYY | 1,234.56 |
| English (United Kingdom) | DD/MM/YYYY | 1,234.56 |
| English (Canada) | DD/MM/YYYY | 1,234.56 |
| French (France) | DD/MM/YYYY | 1 234,56 |
| German (Germany) | DD.MM.YYYY | 1.234,56 |
| Spanish (Spain) | DD/MM/YYYY | 1.234,56 |
| Japanese (Japan) | YYYY/MM/DD | 1,234.56 |
| ...and 20+ more |
Currency Configuration
| Setting | Description |
|---|---|
| Lock to Country Currency | When enabled, currency automatically matches your country selection |
| Currency | Select from 150+ world currencies |
| Currency Symbol | Automatically set based on selected currency |
Format Preview
A live preview shows how your settings will display:
- Date Format: How dates appear (e.g., "December 9, 2024")
- Number Format: How numbers are formatted (e.g., "1,234.56")
- Currency Format: How prices display (e.g., "$1,234.56")
Important: Changes apply to new transactions and documents. Existing documents maintain their original formatting.
Locations
Manage multiple shop locations for multi-location businesses.
Location Strategy
Choose how locations are automatically selected for order fulfillment:
| Strategy | Description |
|---|---|
| Primary Location Default | Orders always route to your primary location |
| Closest to Customer | Automatically selects the location nearest to the customer's shipping address |
| Best Inventory Match | Routes to location with best available inventory for ordered items |
Managing Locations
Each location can be configured with:
| Setting | Description |
|---|---|
| Name | Unique identifier for the location |
| Description | Brief description of this location |
| Address | Full street address with Google Places autocomplete |
| Timezone | Location's operating timezone |
| Service Radius | Maximum delivery distance in miles |
| Fulfillment Types | Store Pickup, Delivery, Shipping, Curbside |
| Active Status | Enable/disable location |
| Primary | Designate as default location |
LTL Pickup Characteristics
Specify location characteristics affecting LTL freight pickups:
| Service | Description |
|---|---|
| Liftgate Pickup | Location requires liftgate service (no loading dock) |
| Residential Pickup | Pickup from residential address |
| Limited Access Pickup | Gated, restricted hours, etc. |
| Construction Site | Active construction site pickup |
| Inside Pickup | Requires inside access beyond loading dock |
Operating Hours
Configure operating hours with flexible day groupings:
- Click Add Hours Set
- Select applicable days (e.g., Monday-Friday)
- Set open and close times
- Add additional sets for different schedules (e.g., weekend hours)
Subscription Note: Multiple locations require Ultimate, Custom, or Beta subscription plans.
Employees
View and manage users registered as employees. This mirrors the Users functionality with employee-specific filtering.
Sales Representatives
Manage your sales team and their customer assignments.
| Feature | Description |
|---|---|
| Add Sales Rep | Assign existing users as sales representatives |
| Customer Linking | Connect sales reps with Customer Accounts |
| Commission Tracking | Track sales by representative |
Note: Users must be created before they can be assigned as Sales Representatives.
Permissions
Configure granular access control for your organization.
User Roles
| Role | Description |
|---|---|
| Admin | Full system access, including settings and billing |
| Management | Access to reports, users, and operational settings |
| Employee | Standard operational access |
| Sales | Customer and order management focus |
| Shop | Production and fulfillment access |
| Customer | External customer portal access |
Permission Categories
Product Management
- Create / Edit Products
- Delete Products
- Duplicate Products
User Management
- Create User
- Edit User
- Delete User
- Manage Roles
- Manage Claims
Order Management
- Create Order
- Edit Order
- Manage Tracking
- Order Settings
- Archive Order
- Duplicate Order
Customer Management
- Create Customer
- Edit Customer
- Delete Customer
Company Settings
- Manage Subscription
- Manage Company Profile
Customer Pages
- Create / Edit Customer Pages
- Delete Custom Pages
Payment Management
- Post Payments
- Authorize Payments
- Refund Payments
Page Accessibility
Control which sections each role can access:
| Page | Description |
|---|---|
| Reports | Analytics and performance data |
| Shop | Online storefront management |
| Customers | Customer profiles and management |
| Users | User administration |
| Settings | Company configuration |
Login Bar Integration
Add a login/signup bar to your existing website with a simple embed code.
Embed Code
<script
src="https://app.timbercloud.io/api/login-bar"
data-company-slug="your-company-slug"
defer
></script>Installation
- Copy the embed code from Company Settings
- Paste before the closing
</body>tag in your HTML - The login bar appears at the top of your website
- Customers can log in or create accounts directly from your site
Related Settings
- Order Settings - Configure order processing
- Account Settings - Personal profile and notifications
- Permissions - Detailed user management