Set Up Your Company Details and Locations in YoPrint

Learn how to set up your company's information and locations in YoPrint with this step-by-step guide. Update details, add a logo, and customize brand colors to align your business profile with your brand.

Update Company Details

  1. Open the Configuration menu from the top navigation of your dashboard.

  1. Select Settings.

  1. To edit your Company Details, click the Edit Company Details button at the top right-hand side.

  1. Click each field and start editing your company details.

  1. Click SAVE to apply all updates to your company’s details.

  1. You can upload or change your company logo by clicking the Upload button beneath the image placeholder.

  1. Personalize your portal’s look by clicking EDIT THEME to adjust branding colors and styles.

Add and manage Company Locations

  1. Click the Add Location button.

  1. Add a label to your company location.

  1. Fill in the address details.

  1. Click SAVE to add your new company location to the list.

  1. Use the more options menu (three dots) to set the billing address, default warehouse, or manage nexus for this location.

  1. Select Set as Primary Billing Address to update where your company receives invoices and billing communications.

  1. To enable inventory tracking, you should mark any location that keeps inventory as a warehouse.

  1. Choose Add to Nexus to include this location as a nexus address for tax and compliance purposes.

Tip:

  • To take advantage of YoPrint's Stock Management and Smart Sales Tax systems, we recommend adding all your locations.
  • If you are unsure which address qualifies for nexus, simply add them all, and YoPrint will take care of figuring it out for you.
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