General Settings
Found in: Settings > General Settings- Navigation
- General Settings Overview
- 1. Buying Office Info
- 2. Documents
- 3. Invoice Settings
- 4. Report Result Settings
The General Settings module allows administrators to configure core system options for their buying office. These settings determine how your company information, documents, invoices, and report results appear throughout the SynControl platform.
General Settings ensure consistency across inspections, audits, reports, invoices, and communication with clients and technicians.
Because these options directly impact operational workflows, reporting, and branding, they should be updated carefully.
We strongly recommend that only an administrator or someone familiar with SynControl’s organizational setup update the General Settings.
Before making changes to existing settings, note down your current configurations. This helps you easily revert back if any update causes unexpected behavior.
Let’s get started 🚀
Navigation
Step 1: Log in to your SynControl account and click on “Settings” from the top navigation bar.
Step 2: From the dropdown menu, select “General Settings.”
You will now be able to access the configuration sections described below.
General Settings Overview
The General Settings module includes four primary configuration areas:
Buying office info
Documents
Invoice settings
Report result settings
Each tab controls a different set of administrative and operational settings used across the platform.
1. Buying Office Info
The Buying Office Info page allows you to configure your organization’s basic details, communication preferences, default managers, and branding.
This includes:
Office Information Fields
| Ref. | Field Name | Required | Description |
|---|---|---|---|
| 1 | Office Name | Yes | The official name of your buying office. This name appears in reports, invoices, and internal screens. |
| 2 | Email Domain for noreply emails | Yes | Specifies the domain used when the platform sends automated “noreply@…” emails. Ensures consistent branding and trusted delivery. |
| 3 | Account Owner (main admin contact) | Yes | Assigns the primary admin contact responsible for managing the office account, configurations, communication, and approvals. |
| 4 | Technical Manager | Yes | The default technical contact for inspections/audits. This user receives technical notifications and may validate reports. |
| 5 | Planning Manager | No | Responsible for scheduling jobs, assigning technicians, and managing booking workflows. |
| 6 | Billing Manager | Yes | Handles invoice generation, billing queries, and payment communication. |
| 7 | Client for booking requests | No | A fallback/unassigned client used only for booking requests where no specific client is selected. Client must NOT be activated. |
| 8 | Default client for bookings | No | Automatically selected when an admin creates a booking and no specific client is chosen. |
These assignments ensure that inspections, communications, and invoices are always directed to the correct individuals.
Logo for Invoices & Reports (White Background)
This logo appears on:
All generated PDF inspection and audit reports
All invoices
Recommended format:
140 × 60 px
JPG or PNG
You may upload multiple versions and delete or replace them anytime.
Uploaded files display with:
File name
Upload date
Preview icon
Delete icon
Logo for Platform Interface (Black Background)
This logo is displayed on the SynControl platform headers and is optimized for dark backgrounds.
Recommended format:
- 140 × 60 px, JPG or PNG
If no logo is provided, the system uses the default SynControl brand.
Logo for Login Screen
This logo appears on the main login page, visible to all users before authentication.
Recommended format:
- 140 × 60 px, JPG or PNG
A custom login logo enhances your brand identity and creates a professional appearance for your team and clients.
2. Documents
This tab allows you to upload important administrative documents that clients and factories may need. Each document will be automatically used in relevant workflows.
Available Document Types
| Ref. | Document Name | Description |
|---|---|---|
| 1 | Inspection Condition Document | The default document provided to clients before an inspection takes place. |
| 2 | Audit Condition Document | Conditions and requirements applicable to audits. |
| 3 | Factory Pre-Audit Form | A document the factory must complete before an audit begins. |
| 4 | Terms and Conditions | General business and service terms applied across the buying office. |
If no custom document is uploaded, the system default will be used.
3. Invoice Settings
The Invoice Settings tab allows you to configure how your invoice text, payment details, and billing instructions appear on all generated invoices.
You can configure:
Payment Method Information
Includes bank name, branch, account number, SWIFT code, etc.Important Notes
Instructions regarding payment deadlines, fees, intermediary bank charges, PayPal usage, and more.Company Billing Address
The official address displayed at the bottom of every invoice.Stamp or Signature Image
Upload your company’s signature or stamp that will appear on invoices.
Note:
Gray fields are editable.
You can use
<strong></strong>tags in text areas for bold text.
4. Report Result Settings
This section determines how inspection and audit reports are handled once a technician completes their work.
Workflow Options
You can choose one of the following:
Review by office staff before PDF is approved
- A staff member must manually review the report before it is released.
No Review PDF report is sent after field technician validates it
- The report is generated and sent immediately after technician confirmation.
Default Report Template
Select the default template ID to be used when generating PDF reports.
Report Footer Text
Add custom text that appears at the bottom of every report, such as:
Legal disclaimers
Address
Confidentiality notices
Warranty notes
After configuring all fields and uploading your logos. Click “Save” Changes. All updates will immediately apply across the SynControl platform, reports, and booking workflows.
