Company Setup - ERS Launch
Welcome to the ERS Company Setup Guide. This article provides a general overview of how to configure your business profile, service areas, order settings, and customization options within the ERS admin panel.
Business Profile Configuration
Begin by entering your company details including name, contact information, and branding preferences. You can:
- Set your business name, phone number, and email.
- Specify a primary contact person.
- Add your domain name and choose brand colors.
- Upload a company logo with recommended dimensions.
Location Settings
Define your business and warehouse addresses. If both are the same, you can link them easily. These locations help determine service coverage and delivery logistics.
Payment and Tax Settings
Choose your preferred currency and set billing address requirements for online payments. You can also:
- Specify a tax rate.
- Add social media links for customer engagement.
Service Area Setup
Use zip codes and radius settings to define your service areas. Review and adjust the generated list to ensure accuracy. You can remove or re-import areas as needed.
Order and Schedule Settings
Configure how orders are handled:
- Set email and mobile alerts for new bookings.
- Define event start and end times.
- Establish lead time requirements and buffer periods between rentals.
Order Customization
Enhance the customer experience with:
- Custom reminders for rental requirements.
- Reference fields to track how customers found your business.
- Surface types with associated setup fees.
- Coupon codes for discounts (percentage or fixed amount).