Companies

The Companies page#

The top of the page shows three totals:

The list shows each company with its number of locations and contacts, its payment terms and when it was added. Search by name to find a company, and click a row to edit it.

Add a company#

1. Open Companies and click New company.
2. Enter the Company name.
3. Optionally enter a Reference, such as the account number in your other systems.
4. Optionally pick the Payment terms.
5. Optionally add a Note, such as the account manager or delivery instructions.
6. Add locations and contacts, as described below.
7. Click Add company.

To change a company later, click it in the list, make your changes and click Save company. Companies cannot be deleted from this page yet.

Locations#

A location is an address the company receives goods at, such as a head office or a branch.

1. In the company sheet, under Locations, click Add location.
2. Enter a Location name, such as Head office.
3. Fill in the address: Street, Area or unit, City, Province or state, Postal code and Country.
4. Optionally set Payment terms for this location. Leave it as Same as the company to use the company's terms.

Click Remove location to delete a location you no longer ship to.

Contacts#

Contacts are existing customers who place orders for the company. Under Contacts, search for a customer and add them. Click Remove to take a contact off.

Payment terms#

Payment terms record when the company is expected to pay: