Working with companies

You can create company records detailing purchasing and payment details, associate branches, and associate commodities for vendor, manufacturing, and other companies.

Creating company records
A company record contains organization-specific information about vendors, such as contact names and addresses.
Creating commodity groups
You can create a commodity group to identify a grouping of items, tools, or services. A commodity group contains a grouping of individual commodity codes. Classifying items, tools, services with commodity groups and commodity codes provides a way for you to analyze spending by product type. You first define a commodity group and then add and associate individual commodity codes to the group.
Associating commodities with company records
Classifying items, tools, services with commodity groups and commodity codes provides a way for you to analyze spending by product type. Associating commodity groups and codes with a company record helps you to analyze spending by company.
Copying company records
You can duplicate an existing company record. Upon duplication, a copy of the existing record is created with the same values except for the Company field that is left blank.
Associating branches with company records
You can associate branches with a company record. You can also specify whether you want payment information from the parent record to be used on invoices created against the branch.

Parent topic: Companies