Customize company information on registrations

Some businesses use a different legal name, DBA name, or business address with different license types or states. When you enter custom company info on your license or in Advanced Name Preferences, your specified name will appear on your state documents. If a name is not specified, ShipCompliant uses the default legal and DBA names from the Account Settings - Basic Information page.

Customizing your company name or address by license

You can edit your license settings to specify a custom Doing Business As (DBA), or Trade Name, as well as a custom business address. If a custom license name or address is specified, they will appear in the applicable areas on any document in ShipCompliant where that license is used.

Reports will include these customized DBA's and addresses, too. To see more about customizing these forms, read this article.

  1. In ShipCompliant, click the Setup tab, then click Licenses.

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  2. Click Edit next to the license you’d like to add a DBA name or license address to.

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  3. Enter the DBA Name, the License Address, or both.

  4. Click Save.

Customizing your company name by document type

In Advanced Name Settings you can assign a customized DBA name, legal name, or both to a type of document (for example: wholesale label registrations, direct-to-consumer label registrations, and price postings).

If you specify a custom DBA on your license and by document type, the license DBA will take precedence.

  1. In ShipCompliant, click Settings, then click Account Settings.
  2. Click Advanced Name Settings.

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  3. Enter your preferred Legal Name and Trade Name by document type.
  4. Click Save Preferences.

Updating name preferences on an existing product registration

  1. Complete the steps listed in one or both of the earlier sections.
  2. Click the Registrations tab then click State - New.

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  3. Click the registration packet you want to update.

  4. Under More Actions click regenerate.

  5. Click Generate Registration.

  6. A banner will appear at the top of the page that says Label packet refreshed successfully, indicating completion.
  7. Print or view your registration packet to see your updated information.

Want more on reporting? Check out our recent webinar, ShipCompliant University: DtC Reporting - Common Questions, Errors, and How to Address Them – https://event.on24.com/wcc/r/3908392/7F00FDB9D3DD540A9B652368C9E2C0C4