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Company Information Setup

Company Information Setup

Before using DynaTrail Dispatch for daily operations, administrators must complete their company profile information.

The Company Information tab contains the core details used throughout the system for invoices, confirmations, and other communications.

Opening Company Profile Settings

To access the Company Profile section:

  1. Click Settings from the main navigation menu

  2. Select Company Profile

This will open the Company Profile settings page where several configuration tabs are available.

Company Information Setup

Before using DynaTrail Dispatch for daily operations, administrators must complete their company profile information.

The Company Information tab contains the core details used throughout the system for invoices, confirmations, and other communications.

Opening Company Profile Settings

To access the Company Profile section:

  1. Click Settings from the main navigation menu

  2. Select Company Profile

This will open the Company Profile settings page where several configuration tabs are available.

Company Information Tab

The Company Information tab allows administrators to enter the basic details of their organization.

TheThis information will appear throughout the system and on documents generated by DynaTrail Dispatch.

Administrators should complete the following information should be completed:fields.

•

Business Contact Email
The

primary

This email address usedrepresents the primary contact for businessthe company.

It may be used when sending system notifications, invoices, and other communications.

•Tip
Example email: dispatch@yourcompany.com

Company Website
Your

company's

Enter the website address.address for your company.

This may appear on invoices and system-customer communications generated documents.by the system.

•Tip
Example website: www.yourcompany.com

Business Number
Your

Enter your registered business number or tax identification number.

This information may appear on invoices and other official documents.

Tip
Examples may include:
Canadian Business Number (BN)
U.S. EIN

Uploading Your Company Logo

Administrators can upload theirYour company logo can be uploaded within the Company Information section.

YourOnce uploaded, the logo will automatically appear on:

• Carrier confirmations
• Customer invoices
• Other system-generated documents

To upload your logo:

  1. Click Upload Logo

  2. Select your company logo file

  3. Click Save your changesChanges

Tip
UsingA a high-resolution PNG logo with a transparent background will produceproduces the best results on invoices and confirmations.

Saving Your Company Information

After entering your company details:

  1. Review the information for accuracy

  2. Click Update

Your company information will now be used throughout the DynaTrail Dispatch system.

Next Step

Continue to the next guide to configure your carrier confirmation email defaults.

Carrier Confirmation Defaults

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