If you want to amend your banking details (For MyDesk Citrix hosted customers, they can amend the company name as well). This can be actioned within FactoryMaster, please complete the following steps:
Click on Options
Click on System Maintenance
Go to System Settings
Choose GENERAL System Settings
Click on Company Details
Press Ctrl+M to go into modify mode
You will now be able to amend/add in banking details, web address and e-mail by typing in the field.
For on premise customers, to amend company name, company address, company phone number or VAT number then you need to have these details amended within the licence. Please raise a new case online and reference the title of this article.
Note: If you operate off of a multi-company licence then you will use the same instructions above for amending your banking details in order to amend other details as well.
Also, once the licence is applied with the new company address, only new orders, invoices, quotes etc. created afterwards will display the new company address. If you are using a RTF document layout e.g. for sales order acknowledgements, the RTF word document will have to opened and the address manually edited and saved.
Internal Solution:
If a case is raised from a customer requesting details, then we need to send an email to despatch. The email will need to contain the changes the customer requires, the customer's account code and the contact email to send the licence back to.