Video Walkthrough
Organization
Name: Organization is where your Organization (Company) name is stored for usage throughout the Curate application. This is in a red only state so if you need assistance with changing it, please reach out to the Support team for assistance.
Logo: This is where you can store your logo to be used throughout the Curate application.
Profitability & Accounting / System Tax Rate(s):
Summary: Manage your local tax rate or multiple tax rates within your account. Once added, you can then apply these tax rates to your proposals when necessary!
Article Link: Click here to view the full article!
Calendar
The calendar setting is the home of the Default Color Code option. You may modify this setting so that the Curate Calendar will show either the Event color or the Status color by default.
Event Color: The Event color is what is seen within the event itself. It's the older format of the two. Here's an example screenshot when you click the Overview button from within an event:
These colors can be seen from the Curate Calendar as well.
Status Color: The newer option will play off of Pipeline (see below) and will be displayed on the calendar. The benefit of using Status color over event color is you may modify not only the color, but also the event stage name (Booked, Completed, etc...). This will also allow you to set up automation with the color system mentioned in Pipeline.
Pipeline
Pipeline is a powerful feature that allows you to rename your event stages as well as show or hide individual stages from the main events page to keep your workflow clean and focused.
If you have the Calendar - Stage color option selected, the colors seen within this setting will appear on your Curate calendar!
Markup Profiles
Summary: Retail markup is the difference between an item's wholesale cost and its selling price. You can create multiple markup profiles to use for a variety of products or event types. We also have category markups as well to adjust pricing based on each category!
Article Link: Click here to view the full article on Markup Profiles! Additionally we also break down more Markup information within this article.
Categories:
Summary: Categories can help you stay organized by adding a specific category name to your products or ingredients within your account!
Article Link: Click here to view the full article!
Account Codes
Account codes can be set within the Account Codes section so that you may associate specific codes with specific line items for tracking or inventory purposes. After creating an account code within settings you may add the same code to a line item product within the catalog or directly from an event
Screenshot of adding it to the Settings Page
Screenshot of where to add it within the Product's Catalog page.
Once completed, you will now be able to see any and all used line items with account codes when running the Lint Items Report.
Time Zone & Currency
The Time Zone & Currency section is where the time zone for your account can be set. You may also view the currently selected currency. If you would like to edit the currency, please reach out to Support using the chat bubble for assistance.
Custom Units
The Custom Unit section is where you may add additional Units and select the unit type that can be used within Components.
Export
The Export section of Settings will allow you to download a full CSV list your Product catalog, Contacts List, Component catalog and/or the Rental catalog (if you're using the Rentals add on). To do this, navigate to Settings and then scroll down the General tab page and locate the word Export to see the options.
Preferences
The Preferences Settings section is home of three features.
Workroom Preferences: Workroom preferences will allow you to select what page will be displayed first when clacking on an event from the Events Page or the Calendar.
Formatting Preferences: The Formatting Preferences Settings section will allow you to select your default Time and Date format that will be used throughout the system.
Table Column Preferences: The Table Column Preferences Settings section will allow you to select which columns to display in the main Events page. Your preferences are saved and shared across sessions for all users in the account.
