A company record contains organization-specific information
about vendors, such as contact names and addresses.
About this task
If a company has multiple locations, you can create separate
records for each branch location and associate the records with a
parent company record. Company information must be entered in the
Companies application first so that other applications, such as Inventory
and Purchasing, can access the information.
Procedure
- On the toolbar of the Companies application, click New
Company. If the Company field is
empty, specify a value.
- If the company has a parent, specify a value in the Parent field
or click Detail Menu to select an option and
retrieve a value.
Adding a name to the Parent field
associates the company with the parent.
- In the Description field, type a
description of your company.
- In the Company Type field, specify
the type of company.
The company types are the following:
- Courier - transit company
- Manufacturer - manufacturer of items or assets
- Vendor - vendor of items or assets
- Internal - an entity within your organization that provides items
or services within your organization.
- Specify the currency that the company uses.
- Optional: Specify details about the purchasing
and payment.
- Click Save Company.