Business Profile
Our Business Profile function enables you to manage multiple brands, billing profiles, and more within the same TEQ instance.
The function operates as a hierarchy, beginning with your main business profile/company. You can add departments and garages to this profile, and further expand by including multiple companies, each with their own departments and garages. Each business profile will have its own billing profile, ensuring that all trips operated under each profile remain completely separate.
All emails can be customized to fit each business profile.
Setting up a new Business Profile
Go to Settings - Company - Billing Profile and click the + Create Business Profile button.
You need to ensure that all required company information is added, including organisation number, accounting details, and any additional necessary information.
Make sure you choose the default garage and sales department when setting up your new Business profile. The default garage you pick will be the one that shows up when you create new orders.
Check out the Department and Garage article if you need help setting up a department and garage for this profile.
Where the Business Profile is used
When sending out a new quotation to a customer, it will be sent out with the selected Business Profile information, such as name, logo, contact information. Select the correct Business Profile from the dropdown menu labeled "Department".
When a quotation comes from an external query form, the department will be automatically selected based on the query form in which it was created. You can have multiple query forms for each Business Profile by adding a "Department ID" to the end of the query form URL.
You can find the department ID for each department by going to Settings - Company - Organisation. Find the department you need to ID from and click "Edit".
The URL will appear as follows: company.ferdia.app/public/query-form/?department="Department 1".
Make sure to enter the correct Department ID within the quotation marks, such as replacing "Department 1" in the example.
When a Business Profile or department is chosen for an order, it will be followed throughout the entire journey from creation to invoicing.
All invoices will be sent out with the selected Business Profile accounting information. You can verify that the invoice is assigned to the correct department before sending it.
