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Organisation

The four tabs that decide what prints on a document: your profile and logo, your warehouses, your currencies, and your number series.

Organisation is the screen every document reads from. Your logo, address and registration print on the PDF, your base currency is the one every amount is recorded in, and your number series decide what a purchase order is called. Set it up before you raise anything.

Go to SettingsOrganisation. Four tabs: Profile, Warehouses, Currencies and Number Series.

Profile

The Profile tab is grouped into five sections.

The Profile tab of Organisation settings
FieldWhat it does
Organisation InformationRequiredYour logo, Organisation Name, Industry and Organisation ID. The name and logo are what a customer sees at the top of every PDF; the Organisation ID is a read-only reference SorviAI gives you.
AddressAddress Line 1 and 2, Country, State / Province, City, and Zip / Postal Code. Country also decides what the tax screens call your tax.
ContactEmail, Phone, Fax Number and Website, printed in the document footer.
Regional PreferencesTimezone, Base Currency and Fiscal Year Start. These three drive dates and totals rather than layout.
Accent ColorThe colour SorviAI uses through the interface, from a swatch or a Custom Color.

Warehouses

Your stocking locations, their addresses, and which one is primary. This is the tab that matters most in Inventory: a warehouse you have not created here cannot be picked on an item, an adjustment, a transfer or anything that ships.

The Inventory screen carries a Warehouses tab of its own showing the same locations, so you can reach them from either side.

Currencies

The currencies you can transact in, beyond your base currency, and the exchange rate held against each.

The Currencies tab of Organisation settings
FieldWhat it does
NameThe currency code and name. One row is marked Base and cannot be removed.
SymbolWhat prints in front of an amount in that currency.
Exchange RateThe rate used to convert into your base currency. The refresh button updates them in one pass.

Number Series

One row per document type, each with a prefix, a starting number and a restart rule.

The Number Series tab of Organisation settings, headed Number Series above the line Configure auto-numbering prefixes and sequences for your documents. A table has columns DOCUMENT TYPE, PREFIX, STARTING NUMBER, RESTART and PREVIEW, with rows for Credit Note, Customer Payment, Employee, Escalate Ticket, Expense and Inventory Adjustment. Every Starting Number reads 1 and every Restart reads Never, and each row previews its next number, such as INV-ADJ-00021. A Cancel and Save bar sits at the foot.
Preview is the column to watch: it shows exactly what the next document will be called.
The Number Series tab of Organisation settings
FieldWhat it does
Document TypeThe document the sequence numbers. The rows are workspace-wide, so what you set here is what every app issues.
PrefixThe text in front of the number, such as INV-ADJ-.
Starting NumberWhere the sequence begins. Changing it moves the next number; numbers already issued are untouched.
RestartNever, or Yearly. Yearly takes the sequence back to the starting number at the turn of the year.
PreviewThe next number the sequence will issue, recalculated as you type.

  1. Go to Settings, Organisation, Number Series.

  2. Edit the prefix, starting number or restart rule on the row you want.

    Rows are editable in place; there is no separate edit mode.

  3. Check the Preview column, then select Save.

    Only the rows you changed are sent.

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