Business Profiles

Managing Business Profiles in TEQ

The Business Profile function allows you to manage multiple brands, billing profiles, and organizational structures within a single TEQ instance. Each Business Profile operates independently, ensuring clear separation across financial data, branding, and communication.

Business Profiles can include:

• Separate billing profiles
• Independent departments and garages
• Customized branding, emails, and templates

This setup gives companies with multiple brands or sub-organizations full flexibility and control.

How Business Profiles Work

Business Profiles follow a hierarchical structure:

• Main Business Profile / Company
  ↳ Departments
  ↳ Garages
  ↳ Additional Business Profiles (each with their own departments and garages)

Each Business Profile includes its own:

• Billing profile
• Branding & email templates
• Query forms
• Accounting settings

💡 Tip: All email templates, PDFs, and pages can be customized individually per Business Profile.

Step 1: Create a New Business Profile

1. Go to Settings → Company → Billing Profile.
2. Click ➕ Create Business Profile.
3. Fill in all required company information:
4. • 🏢 Organisation number
   • 📑 Accounting details
   • 📋 Additional mandatory fields
4. Choose the default garage and default sales department.
5. • These will appear automatically when creating new orders.

💡 Related Article: Departments & Garages – how to create and manage them.

Step 2: Customize Each Business Profile

Each Business Profile can have its own:

• Email templates (quotation, confirmation, invoice, etc.)
• Logo, colors, and global content
• PDF and page layouts
• CSS styling for query forms

Go to Settings → Company → Billing Profile → Customize Templates
to adjust branding per profile.

Step 3: Using Business Profiles in Quotations

When creating a quotation:

1. Select the correct Business Profile from the Department dropdown.
2. All branding (logo, sender info, templates) will match the selected profile.

💡 If the quotation comes from a public query form, TEQ automatically applies the correct Business Profile based on the department ID in the form URL.

Department ID Setup

To link a query form to a specific Business Profile:

1. Go to Settings → Company → Organisation.
2. Click Edit on the department.
3. The URL will show the Department ID:

   company.ferdia.app/public/query-form/?department=DEP123
   

4. Use that ID in your query form embed.

Multiple query forms can exist per Business Profile, each styled separately.

Step 4: Business Profiles in Invoicing

Business Profiles apply throughout the entire order workflow:

• The selected Business Profile follows the order from quotation → planning → invoicing.
• All invoices include the Business Profile’s:
• • Accounting information
  • Contact details
  • Branding

Before sending an invoice, always verify:

• Correct Business Profile
• Correct department
• Correct billing profile

🛠 Troubleshooting

Business Profile not visible when creating quotations

• Ensure the department is linked to the correct Business Profile.
• Check user role permissions for access to departments and billing profiles.

Incorrect branding on customer emails

• Confirm you are editing the templates under the correct Business Profile.
• Check if a query form is linked to the correct Department ID.

Invoices showing wrong company information

• Verify the order is assigned to the correct Business Profile.
• Check the billing profile accounting settings for missing fields.

Query form showing wrong colors or styling

• Confirm the correct CSS file is uploaded under that Business Profile.
• Clear browser cache and reload the form.

Still having trouble?

• Contact TEQ Support and include Business Profile name, Department ID, and example Order/Quotation ID for faster assistance.