How do I create a company or supplier in the system?

 

Types of company cards

• Owning company – the company that owns the system.

• Created companies – for example suppliers, partners, or external organisations.

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Create a company from the Create menu

1. Click "Create".

2. Select "Company".

3. Choose the company category.

 

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Create a company from a selection

1. Click "Selections".
2. Choose a Company selection.

 

 

3. Click "Create company".

 

 

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Fill in the company card

1. Overview

• Fill in the fields as required (company name, identifiers, etc.).

 

2. Contact information

• Enter contact details such as email and website.

• Use the icons to quickly send an email or open the company’s website.

 

3. Addresses

• Add one or multiple addresses.

• Assign a type to each address (for example: invoice, delivery).

• Use:

  • Pen icon to edit an address

  • Plus (+) to add a new address

  • X to remove an address

4. Options

• Change the company category, or

• Delete the company card.

5. Employees

• View all users linked to the company card.