Organization
General
Company profile and system notifications.
Configure your company profile and system-wide notification settings.
Company Profile
| Field | Description |
|---|---|
| Name | Company name |
| Logo | App branding image |
| Contact email | |
| Website | Company URL |
| Phone | Contact number |
| Address/City/Postcode | Location |
| Country | Operating country |
| Timezone | Default timezone |
| VAT | Tax identification number |
Notifications
| Setting | Description |
|---|---|
| File Integration Threshold | Time after which late integrations trigger alerts |
Customers Management
The Customers Management card on Organization > General controls how customer and sales data behave across WiseParts.
| Setting | Options | What it does |
|---|---|---|
| Sales revenue attribution | Customer assignment (default) · Document salesman (per sale) | Chooses whether revenue follows the customer's assigned salesman or the salesman on each sale document. In document mode, Analytics 360 can group by Salesmen without a Team filter first. |
| Sales reporting cutoff | Complete days only (through yesterday) · Include current day (intraday import) | Controls whether today's sales appear in dashboards and Analytics 360. Use Include current day when your integration runs intraday sales imports. Forecast columns still anchor on complete days so partial intraday data does not inflate projections. |