Business Info
Overview
Business Info turns a one-time setup into lasting consistency. By centralizing your company profile — name, contact details, address, and tax numbers — the WMS automatically applies this information to every invoice, shopper email, and tracking message. No more retyping, no more mistakes: your brand stays professional, your records stay compliant, and your team saves time.
How It Works
Business Info is managed directly in the Settings menu under Manage Profile. From there, managers enter the company’s core details: name, billing and support phone numbers, billing emails, federal and provincial tax numbers, and company address. Once saved, the WMS uses this profile automatically whenever it generates an invoice, sends a shopper communication, or creates a tracking email.
Because the system pulls information directly from the profile, every outbound document carries the correct company identity without additional effort. A change made once — like updating a phone number or tax ID — cascades across all future invoices and communications, ensuring accuracy and consistency without repetitive updates.
Why It Matters
Guarantee consistency across all invoices, emails, and tracking messages with one central company profile.
Protect your brand image by ensuring every shopper-facing document looks professional and reliable.
Eliminate costly errors — outdated addresses, phone numbers, or tax IDs never slip through.
Stay compliant by storing federal and provincial tax registrations directly in the system.
Build shopper confidence with clear and accurate company details on every touchpoint.
Best Practice
Assign a manager or finance lead to keep Business Info current, especially tax IDs, addresses, and billing contacts. Review the profile regularly — such as at the start of each tax period — to ensure all information is accurate before it cascades across invoices and shopper communications.
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