Manual Company profile
The company record carries your company's identity in Swifto: legal name, tax ID, business sector, CNSS code, currency, logo. It feeds the header of all your documents and drives multi-company, the subscription and the electronic signature.
Overview
The Companies screen is the starting point for all Swifto configuration. It records who you are legally and for tax purposes: this information is automatically carried into the header of every PDF (invoices, quotes, delivery notes…), into social security filings, and into electronically signed documents.
Purpose
- Identify the company (legal name, tax ID)
- Feed the document header
- Set the reference currency & CNSS
- Manage multi-company & subscription
Target audience
- Administrator — fills in and maintains the record
- Accounting — checks tax ID & CNSS
- Manager — drives the subscription
First step before going live
Fill in the company record before creating your users and your documents. See the Administration module overview.
Access and navigation
Left-hand side menu: Settings (pink gear icon) → Companies.
Visibility conditioned
The Companies entry only appears if your profile has Read rights on this screen.
The company record
The record brings together identity, tax identifiers, the logo and contact details. Save (floppy disk) or reset (arrow) at the top right of each card.
Fields marked with an * are mandatory: without them, the record cannot be saved and some documents will not print correctly.
Identity & tax
These fields make up the company's legal identity and appear on official documents.
| Field | Description |
|---|---|
| Legal name * | The company's official name, carried onto all documents. |
| Tax ID * | Tax identifier in Tunisian format (e.g. 1234567/A/M/000). |
| Business sector * | Sector — drives certain default business behaviors. |
| CNSS code * | Employer's CNSS identifier, used in payroll and social security filings. |
| Currency * | The company's reference currency (e.g. Tunisian Dinar — TND). |
In Tunisia, the tax ID follows the format 1234567/A/M/000: 7 identification digits, a check key, a category code, then the secondary establishment number. Follow this format for compliant documents.
The currency and the tax ID automatically feed all documents issued — see Currencies & exchange rates and Taxes & VAT.
Logo & contact details
Logo
Image (gif, jpg, png) displayed in the PDF header and on some screens. Click Logo to upload. Prefer a transparent background and a sharp image.
Contact details
Address, postal code, phone, fax, email and website appear in the document footer. Keep them up to date: they are visible to your customers.
| Field | Usage |
|---|---|
| Address · Postal code | Head office location, shown in the document footer. |
| Email * | Contact address and sender for document dispatches. |
| Phone · Fax | Contact details carried onto documents. |
| Website | The company's URL (optional). |
Multi-company
The Company type field structures linked companies: a Parent company can have Resellers or Customers attached via the Parent field. Each company keeps its own data.
flowchart TD M[Parent company
MEDISTORE SARL]:::p --> R1([Reseller North]):::ok M --> R2([Reseller South]):::ok R1 --> C1[Affiliated customer]:::s classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef s fill:#F1F5F9,stroke:#334155,color:#1E293B; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
Each company only sees its own data: multi-tenant isolation prevents any cross-access, even by forcing a URL. Details in Security.
Subscription
Each company has a subscription tier that unlocks modules and a number of users. Renewal and pack purchases are done from the Subscription screen.
| Tier | Positioning |
|---|---|
| Free | Discovering the ERP — basic functions, limited scope. |
| Premium | Standard business modules and more users. |
| Platinum | Extended scope (advanced modules, dashboards…). |
| Diamond | The most complete offer — all modules unlocked. |
A module not included in your subscription does not appear in the menu, even if your profile has Read rights to it. Check your tier before opening a ticket.
Electronic signature
The Electronic signature field defines the type of signature applied to signed documents issued from the company.
Digigo
Signature via the Digigo provider for certified documents.
Company identity
Signature based on the company's identity (stamp / contact details).
The selected signature type applies to the relevant documents when they are issued. Configure it once on the company record.
Getting-started workflow
flowchart LR A([Company creation]):::s --> B[Company record
identity · logo · currency]:::p B --> C[Subscription
unlocked modules]:::ok B --> D[Currencies · VAT]:::p C --> E([Users & profiles]):::ok E --> F[Operations
sales · purchasing · stock]:::p classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef s fill:#F1F5F9,stroke:#334155,color:#1E293B; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
Business rules
Unique identity — the legal name, the tax ID and the reference currency automatically feed all documents issued.
Mandatory fields — without a tax ID, sector, CNSS or currency, the record cannot be saved and some documents will not print.
Subscription = scope — the tier (Free / Premium / Platinum / Diamond) determines the modules and the number of available users.
Strict isolation — each company is isolated: no data is shared between companies (multi-tenant).
FAQ & Tips
My logo doesn't show on PDFs?
Check that you have uploaded an image (gif, jpg, png) and saved the record. Then reprint a document to see the updated header.
How do I add a company?
Create a new company of type Reseller or Customer and link it to the parent company via the Parent field.
A module is missing from my menu?
It may depend on a higher subscription tier, or on your profile rights.
Tip — check before your first invoice
Issue a test document after filling in the record: it's the safest way to validate the header, tax ID and currency.
