Add a company
Enter a client, supplier, or partner from the panel on the companies page.
You add a company from the Add new company panel on the right of the Companies page. It stays in view beside the list, so there is no button to open first: fill it in and save. Because the Companies page is admin only, adding a company is an admin task.
Filling it in
The form is in three groups.
| Group | Fields |
|---|---|
| Basic information | Company name, company type, tax ID, registration number |
| Contact information | Contact person, phone, email |
| Address information | Street, city, county or state, ZIP, country |
A couple of things worth knowing as you fill it in:
- Company type starts on Client. Change it to Supplier or Partner if that is what this business is, since the type decides where the company can be used.
- The company number is assigned for you, carrying on from the last one. There is no field for it.
The name, tax ID, and address all print on the documents raised against this company, so enter them the way they should appear on an invoice.
Saving
Press Save company. The company is created and appears in the list straight away, ready to be picked on a work order or a material order. A message confirms the save.
Types count separately
Clients, suppliers, and partners each have their own limit on your plan. If saving is refused because a limit is reached, check the Usage page to see which type is full.