Add and manage brands

A brand is a name your company sells under, with its own logos, colours, contact details and e-mail signature. Every company starts with one brand, the default, named after the company. While you have only one active brand, ASTRO shows no brand pickers anywhere and nothing looks different.

Open Administration > Company > Brands. Members who may look at brands but not change them see Read only: someone who manages brands changes them.

Add a brand

  1. Select Add brand.
  2. Fill in Name and a short Code (both required), and if you like a Tagline and Description.
  3. Add the Contact details customers should see: Website, Phone, E-mail and Address.
  4. Choose a Primary colour and an Accent colour. ASTRO shows whether white and dark text are readable on each.
  5. Write the e-mail Signature and an optional Disclaimer, and the Voice guidelines (for the assistant) if ASTRO should write in a particular tone for this brand.
  6. Select Add brand. The brand's page opens, with the logos, sender and templates.

Logos

Upload a Logo for light backgrounds (used on documents and e-mails), a Logo for dark backgrounds and a Mark (a small square version). PNG, JPEG or SVG, at most 2 MB. PDFs need a PNG or JPEG logo: an SVG shows in the app only. The company logo stays on Company settings.

Billing entity

Optionally link the brand to the Linked billing entity it issues documents from. Without one, the default billing entity applies.

The default brand

New records with no brand of their own use the default brand. To change it, open another active brand and select Make default.

Deactivate a brand

  1. Open the brand and select Deactivate. The default brand cannot be deactivated; make another brand the default first.
  2. Existing records and documents keep the brand. It is no longer offered for new deals, quotes, invoices or material.
  3. To use it again, tick Show inactive on the list, open it and select Reactivate.

Brands are never deleted, because issued documents keep them.

What changes for users

  • With two or more active brands, the company, opportunity, quote and invoice forms get a brand picker, and cards and headers show a brand chip. The pipeline and quote lists can be filtered by brand.
  • Quotes, order forms, invoices and credit notes carry their brand's logo, colour, tagline and website. A credit note looks like the invoice it credits. Changing a brand never changes a PDF already stored: a new copy gets the new look.
  • E-mail about a record goes out under its brand's sender, signature and templates.
  • Members can be limited to some brands on Users.

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