Creating company records for vendors

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

  1. On the toolbar of the Companies application, click New Company. If the Company field is empty, specify a value.
  2. 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.
  3. In the Description field, type a description of your company.
  4. In the Company Type field, specify the type of company.
  5. Specify the currency that the company uses.
  6. Optional: Specify details about the purchasing and payment.
  7. Click Save Company.
Parent topic: Configuring and managing vendors
Related information:
Companies application