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Creating a new company

Tutorial

This tutorial guides you through creating a new company profile within the application. You will learn how to configure essential company details and settings for proper setup.

1. Open Company Module

From the top main menu, click on "Company" to access the company module.

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2. Select Preferences Option

Select "Preferences" to access the configuration section for creating new company.

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3. Initiate New Company

Click "New" to start creating a new company profile.

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4. Confirm New Entry

Click "Ok" to confirm the creation of a new company entry.

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5. Company Number

The company number is automatically generated by the system and cannot be modified.

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6. Choose Customer Category

To categorize the company as a customer, click "Customer." Alternatively, click "Supplier" to designate the company as a supplier. It is possible to select both categories for a single company.

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7. Enter Company Name

Input your company name in the designated field to identify the new company.

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8. Confirm Company Details

Click "Confirm" to save the entered company details.

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9. Enter Company Short Name

Provide your company's short name for convenient reference.

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10. Enter Company Details

Provide your company's phone number, fax number, and email address for communication purposes.

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11. Select Sale Representative

To assign a sales representative, click the contact icon next to it

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12. Select Contact

Select "Contact" to reach a sales representative.

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13. Select Customer Service Representative

To assign customer service representative, click the contact icon next to it

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14. Select CSR Role

Click contact to assign the customer service representative.

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15. Select Parent Company (Optional)

Just click the company icon to connect to the parent company

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16. Default Address

The company default address will be updated once the company address is added.

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17. Select Carrier

Click "Select" next to "Shipping Company" to confirm your chosen shipping carrier.

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18. Confirm Carrier Selection

Click "Select" next to "Shipping method" to finalize the carrier choice.

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19. Choose Shipping Account Type

Click the dropdown next to "Shipping account" to select the billing account for shipments.

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You have successfully created and configured a new company profile with essential details, user roles, and shipping preferences.

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