Alerting your colleagues about a company

There may be circumstances when you need to alert your colleagues about a company - perhaps because it has not paid its invoices, or perhaps because a very large order is pending.

There are various methods of ensuring your colleagues are informed.

Communication type COMPINFO

There is a Company Info tab on the contract/order screen which will show any notes put on as Company Info. Each time you or one of your colleagues looks at this contract, a box will pop up inviting you to look at the additional company information. This will help to make sure they are fully informed of any particular points. The notes will also show, of course, on the communications tab on the company details.

These notes will be communication type COMPINFO and the benefit of putting communications of the type COMPINFO is that all your colleagues will be able to see these notes when they are logged into BusiPro.

It is always a good idea to check these notes before setting up new contract/orders for a company as there may be pertinent information from, for example, the Accounts department about dealings with this company.

To Add Company Info

  • Enter or search for the Company Code in the Companies Screen.
  • Click on the Communication button.
  • In the Comm. Type field, enter or Search for COMPINFO code then click the green tick.
  • Enter the note in the text field.
  • Click on the green tick button to save.

The notes will be listed as usual in the Communications tab of the company record and also in the contracts/orders screen Company Info section.

To view the notes, click on the info button on the contract/order screen. If notes have been made against this company, the info button will be underlined .

 

'On Stop' tick box

Tick this box if the company is on stop and no more orders are to be taken from/given to them. When this box is ticked, no contracts/orders will be allowed to be created for that company.  

You find this box at Marketing Database > Companies > Search for the company concerned.   The fifth tab along is called 'Accounting' and under here, there are two 'on stop' boxes, one on the 'Sales Main' tab, and the other on the 'Purchase' tab.  (Note that the 'Purchase' tab will only be available if you have ticked that you might buy things from this company.)

 

 

'Warning' tick box

Tick this box if the company is on a warning. A pop-up message will come up when a contract/order is created for this company alerting the user that the company is on a warning.  It will still be possible to add the order/contract.
 

 

There is only one 'warning' tick tick box and it is at Marketing Database > Companies > Search for the company concerned.   The fifth tab along is called 'Accounting' and under here it is on the 'Sales Main' tab.