Welcome to Scale’s Company Settings tutorial! In this comprehensive guide, we’ll take you through the essential steps of configuring your company settings to ensure seamless and efficient procurement processes. Let’s dive right in!

Company Information Setup: Begin by inputting crucial details about your organization, including its name, business registration number, and tax ID. Specify your organization’s type and the sectors it operates in. Plus, effortlessly add multiple currencies if needed.

Personalize Your Profile with Your Logo: Next, personalize your profile by uploading your organization’s logo. Our step-by-step instructions will make this process a breeze, ensuring your logo is displayed on various documents and communications within the platform.

Setting Up Your Purchasing Centre: Efficient communication is paramount in procurement management. Provide detailed information about your purchasing centre, including its name, contact details, and physical address, facilitating effective communication with suppliers and internal stakeholders.

Designating a Contact Person: Smooth communication between your organization and suppliers is essential. Designate a contact person responsible for handling procurement-related inquiries, and ensuring efficient correspondence.

Displaying Tenders on Your Website: Easily showcase your open tenders on your organization’s website by copying and pasting the provided code. This enables suppliers to access and respond to your procurement opportunities seamlessly.

Configuring Roles & Permissions: Define various roles within your organization and assign permissions accordingly. Whether it’s an administrator, editor, viewer, or restricted access, tailor roles and permissions to your organization’s needs.

Adding Users: Adding Users is a pivotal step in ensuring your procurement team operates seamlessly within Scale. Enter user information and assign access levels based on predefined roles, empowering your team to collaborate effectively.

Managing Supplier Settings: Optimizing procurement operations requires effective management of supplier settings. Configure settings to handle category management and compliance effortlessly, ensuring transparent interactions with suppliers and streamlining the procurement process.

With Scale’s Company Settings, streamline your procurement processes and enhance communication with suppliers and internal stakeholders.