Setting up your company (tenant)
Maintain master data, number ranges, bank details, AI instructions, defaults and branding – plus the recommended setup order.
Na tej strani
Access and saving
Settings in the sidebar contains company, users, autonomy levels, integrations, webhooks and API keys. Saving requires the administrator or owner role. All cards on the company page are saved together with one click on save; every change is recorded in the audit log (tenant.update).
Master data card
| Field | Note |
|---|---|
| Company name (required) | At least 2 characters; appears on documents and in the agent prompt |
| Country | Controls VAT logic, public holidays, driving bans, e-invoice format, retention period |
| Default language | Language of new users and of agent summaries |
| Currency | EUR, CHF, GBP, PLN, CZK, HUF, RON, SEK, DKK, NOK, USD |
| Time zone | e.g. Europe/Vienna |
| VAT ID | Required for valid e-invoices and reverse charge |
| EORI number | Pre-filled as exporter/importer EORI in customs cases |
| Street, postcode, city | Billing address |
Number ranges and bank details
- Number ranges: prefixes for order (empty by default), tour (
T), invoice (INV), quote (Q), credit note (CN); max. 10 characters from letters, digits and- _ /. Format[PREFIX-]YYYY-000001, one counter per type and year that starts at 1 each year and is never reset. - Invoice numbers are only assigned when an invoice is issued and have no gaps. Set prefixes before the first invoice – existing numbers do not change.
- Bank details: bank, IBAN and BIC are printed on invoice PDFs and in the e-invoice XML. The IBAN check digit is not validated; entries are stored in upper case.
AI instructions
Standing instructions for the agents (max. 4000 characters) are included in every agent and Copilot run; changes take effect from the next run. Useful content: house rules (e.g. “do not accept ADR”), standard surcharges, tone and signature for replies, preferred carriers and lanes with special prices.
Opomba: Clearing the field does not delete the stored text. To delete it, enter a full stop or “–” (or set settings.aiInstructions: "" via the API). Avoid changing the instructions very frequently – it can increase AI costs.
Defaults and branding
- Defaults: payment terms in days (0–365, used unless the partner has its own), VAT rate (%), invoice language, ETA delay threshold in minutes (default 30), default stop duration in minutes (default 45), collective invoicing as default.
- Branding: logo URL, primary colour (
#rrggbb), document footer (max. 1000 characters), email signature (max. 2000 characters).
Settings only available via the API
Some settings have no field in the interface and are set with PATCH /api/tenant, e.g. { "settings": { "targetMarginPct": 12, "mailbox": "dispo@spedition.at" } }.
| Key | Meaning |
|---|---|
settings.targetMarginPct | Target margin 0–100 %; used by the pricing and dispatch agents, the control tower margin warning and the Copilot |
settings.mailbox | Recipient address used to assign incoming emails to this tenant |
settings.accounting.* | BMD/DATEV account mapping |
settings.contact.{email,phone,web} | Contact details on documents |
settings.features | Tenant-specific feature flags |
Recommended setup order
- Master data including VAT ID, EORI and bank details.
- Number ranges – before the first invoice.
- Users and roles.
- Partners (customers with email domains for sender recognition, carriers with equipment/compliance), vehicles, drivers and their logins.
- Mailbox and integrations.
- Autonomy policies – leave the defaults at first.
- Webhooks and API keys for third-party systems.
- Agree the accounting mapping with your tax advisor.
Sorodni članki
- Managing users and rolesWhat each role may do, how to invite, edit and deactivate users and how driver and portal logins are created.
- Configuring autonomy levelsDecide which AI actions are only suggested, approved with one click or executed automatically – with limits and customer-specific rules.
- IntegrationsConnect, test and monitor freight exchange, telematics, accounting, email, routing, geocoding, sanctions list and e-invoicing.
- Accounting export (BMD/DATEV)Export invoices, debtors and creditors as CSV for BMD NTCS or DATEV – including account mapping and import tips.