Company Details store essential business information that appears on invoices, quotations, and other documents. This includes company name, tax identification, address, contact information, and branding elements.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/luisscruza/optiflow/llms.txt
Use this file to discover all available pages before exploring further.
Overview
TheCompanyDetail model (app/Models/CompanyDetail.php:27) provides a flexible key-value store for company information within each tenant.
Company details are stored at the tenant level, not workspace level. All workspaces within a tenant share the same company details.
Company Detail Fields
Common company detail keys:| Key | Description | Example |
|---|---|---|
name | Legal company name | ”Óptica Modelo S.R.L.” |
comercial_name | Commercial/trading name | ”Óptica Modelo” |
rnc | Tax ID (RNC for Dominican Republic) | “131-12345-6” |
address | Physical address | ”Av. Principal #123, Santo Domingo” |
phone | Primary phone number | ”(809) 555-1234” |
email | Contact email | ”info@opticamodelo.com” |
website | Company website | ”https://opticamodelo.com” |
logo | Logo file path | ”logos/company-logo.png” |
tax_rate | Default tax rate | ”18” |
currency | Default currency code | ”DOP” |
Custom Fields
You can store any custom key-value pairs:Setting Up Company Information
Using the Controller
TheCompanyDetailsController (app/Http/Controllers/CompanyDetailsController.php:15) handles company detail management:
Edit Company Information
The edit form displays current company details with fields for:
- Basic information (name, RNC, address)
- Contact details (phone, email, website)
- Logo upload
- Tax and currency settings
Programmatic Access
TheCompanyDetail model provides convenient static methods:
Using UpdateCompanyDetailsAction
The recommended way to update company details:- Validates the input data
- Handles logo file upload if provided
- Updates all company detail records
- Returns success/failure status
Logo Management
Uploading a Company Logo
Logos are stored in tenant-specific storage:Displaying the Logo
Use thetenant_asset() helper to generate the correct URL:
Using Company Details in Documents
In Invoice Generation
Company details are typically used when generating invoices, quotations, and receipts:In PDF Templates
Access company details in Blade templates:In Email Templates
Include company details in email notifications:Dominican Republic Specific: RNC
RNC Format
The RNC (Registro Nacional de Contribuyentes) is the Dominican tax identification number. Format:- Format:
XXX-XXXXX-X(9 digits with dashes) - Example:
131-12345-6
RNC Validation
Implement RNC validation in your form request:DGII Integration
OptiFlow can sync RNC data from DGII (Dominican tax authority) using thesync:dgii command. See Integrations - DGII Sync for details.
Company Details Per Workspace
While company details are tenant-wide, you can implement workspace-specific overrides:Workspace-specific company details are not built-in but can be implemented using workspace settings as shown above.
Best Practices
- Complete Information: Fill out all relevant company details for professional-looking documents
- Logo Optimization: Use optimized image files (PNG/SVG) for logos, max 500KB
- Consistent Formatting: Use consistent phone number and address formats
- Backup: Include company details in your backup strategy
- Validation: Always validate RNC and other tax IDs according to local requirements
- Multi-language: Consider storing translated versions for multi-language support
Example: Complete Setup
Related Resources
- Workspace Management - Managing workspaces
- Document Subtypes - NCF configuration for invoices
- Integrations - DGII data synchronization