How do I set up my Studio account and settings?

How do I set up my Studio account and settings?

From the Studio Dashboard in the desktop app, click on your account name at the top right of the screen, and from your user menu select Company Profile OR click Settings from the left menu. 

Either will open a page with these options: 

Contact information. This is for the individual who is the primary user of the account, probably you! Enter your: 
  1. Email
  2. First name
  3. Last name
  4. Phone number
You can also change your password and email address here. Click Save when you’re done. 

Company profile. The details of your business. When you create brochures for your items, you will have the option of including this info. Enter your: 
  1. Company name
  2. Website URL 
  3. Company phone number 
  4. Company address 
You can also upload a profile picture or your company logo here. Click Save when you’re done. 
Tip: Adding this information early will save you time later when creating PDF brochures and catalogs of your items. Our PDF Creator will automatically fill in your company information to create branded presentations with your logo, company name, and contact information. 

Inventory Settings. This is where you will choose your preferences for a number of features of your item records, including: 
  1. Measurement system. Choose your preference (Imperial or metric) from the dropdown menu.
  2. Currency. Choose your preference (dollars, pounds or euros) from the dropdown menu.
  3. SKU / stock number settings. Choose the rules for generating your stock numbers, including your prefix, prefix separator and starting number. 
These settings act as defaults to save you time adding item information. They apply automatically, saving time on repetitive data input. However, you can still customize individual items with different measurement systems or currencies as needed. Click Save when you’re done. 

Locations. This is where you can create locations for the various physical places your item may be stored, ship from, or even temporarily be held for restoration or holds. Once you add multiple locations, you can set your primary location as default to quickly apply the location to new items. You can add the following information for each location:
  1. Location Name *
  2. Street Address
  3. Phone Number

Prefer to watch a video? Check out our tutorial video: How to set up your account

    • Related Articles

    • 👣 Guided Tour: Account Settings

      Click here to start the Account Settings Tour. Your Studio account settings allow you to customize various aspects of your inventory management experience. By taking a few minutes to set up your account, you can save time in the long run and ensure ...

    • How do I change my SKU settings?

      If you do not enter a number in the stock number/SKU (stock keeping unit) field, Studio will generate a number for you. As with any other field, you can edit this number if you wish. The generated number is based on settings which you can change at ...

    • 📱How do I turn notifications on or off in Studio mobile?

      When you first download the app to your device and log in, you will receive a prompt asking for permission to send you notifications. Select Allow. This permission on your device is the one that allows or prevents notifications from coming to your ...

    • How to set up your Ronati Studio account

    • How do I change my company name and logo?

      Changing your company name and/or logo in Studio is a simple process which can be done from the desktop app. Have your files ready for upload, then log in to your account. From the Studio Dashboard in the desktop app, click on your account name at ...