How to Create a Company

How to Create a Company

  • Go into the Contact module.
  • Select the Company radio button.
  • Click the Add a company icon.
  • The Add company window will be displayed.
    1. Select the type of company: public or private.
    2. Determine if this is your Company's quick sale customer.
    3. Company name.
    4. Price List: You can assign a price list to the company.
    5. Division: Specify the division if dealing with a large business (ex: shipping, laboratory, etc...).
    6. Consignment percentage: Assign a consignment % if applicable.
    7. Number: Add the company number if applicable.
    8. Language: Select the language in which to generate emails and invoices.
    9. Type of Company: Choose the Company type based on what previously configured.
    10. Tax Group: Set a tax group if the business has a special tax rule (Ex: HST excluded).
    11. Check the Mandatory reference number on sale field if you would like to use P.O. numbers for your companies.

    • Related Articles

    • How to create a contact

      Go to the Contact/Co. module. Select Contact. Click on Add Contact. The Add a contact window will be displayed: Select if it's a public or private contact. Determine if it's a Quick Sale Customer. Add first and last names. The second name is ...
    • Merging contact/company

      You can merge contacts (or companies). Here is how you can go about it: In the Tools menu. Select Merge contact/company. In the merge window, you must select 2 contacts. 1 st field: you must select the contact that you wish to merge and subsequently ...
    • Setup - Contact/Co. Tab

      The Contact/Co. tab is used primarily to configure your contacts so they fit your business's reality. Classification Section This section is used to manage the information used for your customers' profiles. . Company types Creating company types can ...
    • Editing Your Company Information

      If you ever need to modify the information related to a company, here's how to proceed: Click on the Contact module icon. Click on Company. Search for your company and double-click on your company name. The Edit company window will prompt and from ...
    • In-Depth Overview of the Contact Module

      Top Screen Buttons A menu that allows you to manage customers, view the selected customer's picture and refresh the list. Contact allows you to view customers while Company allows you to view companies. Add a contact.  Edit contact. Copy contact. ...