Purpose

Use the Profile page to maintain the main company information used across Resico ERP. This page stores the legal company details, contact information, logo, operating defaults and bank details that are reused in invoices, printouts and client-level setup.

Roles involved

• System administrator
• Finance manager
• Implementation / support team

Preconditions

• You need permission to edit Client profile.
• Before editing, prepare the legal company details, banking details, logo file, main location and company currency.
• Locations and Currencies should already exist in setup so they can be selected on this page.

Navigation path

Client profile → Profile

Step-by-step procedure

1. Open Client profile → Profile.
2. In the logo section, review the current Company logo. Use Upload image to add or replace the logo. Use Remove image if the current file should be cleared.
3. Fill the company master data fields:
   • Company name
   • Address
   • Postal code
   • Phone
   • E-mail
   • Contact person
   • Registration number
   • VAT registration number
   • Website
4. Set the client operational defaults shown in the right-hand section:
   • Home location
   • POS type
   • Currency
   • Unit cost method
   • Allow approval from
5. Maintain the primary bank details:
   • Primary bank
   • Primary bank code
   • Primary bank account
6. Maintain the secondary bank details if the client uses a second bank:
   • Secondary bank
   • Secondary bank code
   • Secondary bank account
7. Click Save to apply the changes. Use Cancel to leave the page without saving. If available in your environment, use See changelog to review previous changes.

Required fields

• Company name
• Address
• Postal code
• Registration number
• Home location
• POS type
• Currency
• Unit cost method
• Primary bank
• Primary bank code
• Primary bank account

Validation rules

• Fields marked with a red asterisk must be completed before the page can be saved.
• Home location, POS type and Currency must be selected from configured lists.
• Registration number and VAT registration number should match the company’s legal registration data.
• Unit cost method must be selected from the available system methods.
• Uploaded logo files must use a supported image format.

Exceptions

• In some environments, Home location and POS type may be locked and not editable for standard users.
• The secondary bank section is optional and can be left blank if the client uses only one bank.
• Changing operational defaults on this page can affect other modules, so the update should be tested before broad use.

Common errors

• Saving fails because one or more mandatory fields are empty.
• The company logo does not upload because the file format is not supported.
• Users cannot change Home location or POS type because the fields are disabled in their environment.
• Incorrect bank details result in wrong payment information on printouts.

Troubleshooting

• If the page cannot be saved, review all fields marked with an asterisk and complete the missing values first.
• If the logo does not appear on documents, confirm that the upload succeeded and that the selected invoice template actually uses the logo area.
• If a location or currency is missing from the dropdown, create it first in Retail Setup.
• If changes were saved but the result still looks wrong on documents, print one sample invoice and check whether template-level settings are overriding the profile data.

Questions / Gaps

It should be confirmed whether Home location and POS type are always editable or are controlled by implementation settings in some environments.

The page includes an Allow approval from field, but the exact end-user business effect is not fully clear from the screen structure alone and should be confirmed in live use.

The available values for Unit cost method are loaded dynamically, so the final labels visible to users should be confirmed directly in the tenant.