Getting Started | Adding & Editing Companies

The menu item Companies takes you to a page with the list of companies in the system. A company can be either a customer, supplier or both. 

Adding A Company

Add a company with the Add New Company button at the top of the companies list. Clicking this button will redirect you to a form that will guide you through entering the information required to create the company. On completion of the wizard, the company profile will open for further editing.

Editing a Company

You can edit some basic company information from the company list by clicking on the blue text. But, of course, the best way to edit a company is to enter the company profile.

Adding/Editing Contacts & Addresses

Contacts and addresses are shown on the first tab of the company profile. Use the Add Address (1) and Add Contact (2) buttons to add new addresses and contacts for the company.

Click the Pencil button to edit contacts and addresses by entering their respective editing form.

Primary Contacts & Addresses

A company can have many contacts and addresses, but nominating a Primary Address and Primary Contact is necessary for display and export purposes. To do this, tick the isPrimary tickbox for the given contact or address.

Company Profile

The company profile tab allows you to assign the company to different groups for marketing and sales management purposes. For example, if you give different prices to companies depending on their customer class, you must set the company to a customer class in the profile. The lists shown in the company class areas are maintained in the settings/lists area.