# Company Details screen The **Company Details** screen shows the account's identity and the app version, lets you edit billing details and the ERP system, shows how many credits each user consumed in a chosen period, and lets you invite other businesses through the referral programme. **Who sees it:** primary user · co-manager · sub-manager **Used by modules:** `counting` `picking` `goods receipt` `returns` `loans` ## How to get here - **On the phone:** ☰ menu → **Setup** → **Company Details** - **On the computer:** side menu → **Setup** → **Company Details** ## What is on the screen  ### (1) Basic Company Details | Field | What it shows | |---|---| | **Company Name** | The account name as registered | | **Company ID** | Internal number. Quote it when contacting support | | **Created On** | The date the account was opened | | **App version** | The version of the app you are running. It is the version named in the [changelog](/en/changelog) | | **License Status** | *Active*, *Expired* (out of credits or past the end date) or *Old License Active* | ### (2) Editable fields Each field has a pencil. Click it, edit, then confirm with ✓ (or Enter) or cancel with ✕ (or Escape). | Field | What it is for | When empty | |---|---|---| | **Name for Tax Invoice / Receipt** | The name printed on purchase invoices | The company name is shown | | **Company Reg.** | Company or VAT registration number for the invoice | *Not Entered* | | **Email for Receipt Delivery** | Invoices and receipts are sent here after a purchase | *Not Set* | | **Address** | Invoice address | *Not Set* | | **ERP System** | The system you work with. Sets the count summary file format in [Recent Counts](/en/guide/management/counts). **No ERP** clears it | *Not Set* | Changes apply to documents issued from now on; invoices already issued do not change. ::: info When the ERP system is locked If a padlock with *Company cannot change ERP system* appears beside the name, the system was fixed by a purchased integration. Contact support to change it. A live ERP connection (API import/export) is set up in [Integrations](/en/guide/management/integrations), not here. ::: ### (3) Pull Updated Version Reloads the app and clears the version cached in the browser. Use it when support asks, or when **App version** is older than the one in the changelog. ### Invite a business - you both gain card Above the activity card sits the referral programme card, with the **Open the programme** button. When referral credits are waiting for you, the card shows *You have earned N referral credits*. After your first referral, the **Signed up**, **Became customers** and **Credits earned** counters appear, along with the **Your referrals** list. Details in [Referral programme](#referral-programme). ### (4) Team Activity and Credit Usage The **Team Activity and Credit Usage** card shows how many credits the team consumed in the period you choose, and who consumed them. Pick a period: **7 Days**, **30 Days**, **90 Days**, **Last Year** or **Last 3 Years**, or your own dates in the **Custom date range** field. | Part | What it shows | |---|---| | **This period** | **Total Credits in Period**, **Active Users** (how many consumed at least one credit, out of all users) and **Average Credits per Day** | | **Breakdown by Activity Type** | A bar per activity type (counting, receiving, picking, documents and so on) with its number of credits | | **User Activity Details** | One row per user, with the columns in the next table | | Column | What it shows | |---|---| | **Full Name**, **Phone**, **Permission** | The user's identity and level | | **Total Credits** | Credits the user consumed in the period | | **Main Activity** | The activity type on which the user consumed the most credits, or *No Activity* | | **Active Days** | On how many distinct days they worked | | **Avg per Day** | Total credits divided by active days | | **Last Activity** | Date of the last action, or *No Activity* | With no consumption in the period you see *No activity data available for this period*. The figures follow credit consumption, that is the same rules as in [License & Purchases](/en/guide/management/license): a run of scans of the same item counts once. ## Referral programme In the **Invite & earn** programme you send a personal link to another business. When that business signs up through the link and buys a licence, you both get credits: the business you invited gets 500 free credits, and you get 1,500 credits. The programme is available to the primary user, co-managers and sub-managers. **Where to find it:** at the bottom of the side menu, **Invite & earn** – or **Open the programme** on the card on this screen. A window opens with **Your personal link** and the **Copy link** and **Share on WhatsApp** buttons. **The rules:** - A referral counts when the business signs up through your link and buys within 90 days of signing up. A business that arrives without the link can enter the code at sign-up, under **I have a referral code**. A code cannot be added after a purchase. - The reward is approved after a holding period of 30 days from the purchase. - Banked credits land in your account on your next licence purchase that includes at least one credit package (2,000 credits). The purchase page shows when they will land. See [License & Purchases](/en/guide/management/license#purchase-summary-and-coupon-4). - Up to 10 rewarded referrals per year. You cannot use your own company's referral code. In the **Your referrals** list, each business you invited has a status: | Status | What it means | |---|---| | *Signed up - awaiting purchase* | The business signed up and has not bought yet | | *Purchased - reward on the way* | The business bought, and the reward is in its holding period | | *Reward granted* | The credits were approved and banked for you | | *Not approved* | The referral did not meet the conditions | | *Cancelled* | The referral was cancelled, and the credits banked from it were removed | The full conditions are in the [terms of use](https://opticcount.com/en/legal/terms). ## Related pages - [License & Purchases](/en/guide/management/license) – the balance and the purchases whose invoices go to the email set here - [Users](/en/guide/management/users) – the users listed in the activity details - [Integrations](/en/guide/management/integrations) – a live ERP connection - [Quick start](/en/quick-start) – sign up with a referral code - [Changelog](/en/changelog) – what changed in each version