Company Entry

Table of contents:

• Create a new company
• Company general
  • Detail

1. Create a new company

In the system, there is one designated main company—usually representing your own business. Users can also add other companies, such as customers or suppliers.

1. Navigate to the Preference tab in the middle menu.
2. Click the New button in Quick Action.
3. Click Ok to process.
4. The system will automatically create a new company and redirect you to its detail page.
5. Begin filling out the form with the company’s information, such as:
   • Company Name
   • Contact Details
   • Address
   • Any other relevant fields
6. Once completed, the company is ready to be used in orders, invoices, and other parts of the system.

2. Company general

Detail

• Company no: Generated by the system; cannot be edited.
• Customer & Supplier: Select the company profile; both can be chosen.
• Company Name: Enter the company’s full name.
• Short Name: Enter the company’s short name.
• Type: Select the type of company.
• Phone: Enter the company’s phone number.
• Fax: Enter the company’s fax number.
• Email: Enter the company’s email address.
• Our Rep: click on the image contact icon to select or update the sales representative.
• Our CSR: click on the image contact icon to select or update the CSR.
• Parent Company: click on the image company icon to select or update the parent company.