Brand Information

In this area you can update the company name, company color, and the company logo. You can enable the logo to display on order documents in the Order Creation Defaults settings.

ASI Account Information

In this area you can find your ASI number. This is a unique industry identifier that you will need to know for communicating with suppliers and customers. Your company may have a Third Party System ID which you can add in this area.

Contact Information

In this area you can update the company email address, phone number, website, and address.

Currency Conversion Rate

In this area you can enable the conversion rate between USD and CAD to automatically update, or you can set your default conversion rate.

In the Manage Users tab you can access the list of ESP+ users in your company and assign user permissions.

• Admin: Admin users can view and edit all presentations and order documents and access all of the ESP+ settings.
• Preferred Supplier Administrator: Preferred Supplier Admin users are able to create and manage preferred supplier lists.
• Create Invoice: Allows users to create invoices.
• Orders: Allows users to create orders.
• Create Stores: Allows users to create Stores, if you have Stores enabled.
• Data Exporter: Allows users to export orders and CRM records.

In the Manage Teams tab, you are able to create teams of users within your company. Teams can be assigned tasks and projects.

To create a team, click the Create Team button, then enter the team name. Next, assign the users to the team. Once you are finished, click the Save button.