Linking an Agent Company

To link an agent company to a company on the database.

  • In the Companies Screen, Search for the company record of the client company.
  • Go to the fourth tab Details.
  • In the Agent Link Company field, enter or search for the company code of the Agent Company.
  • Click on the green tick button to save.

 

In Publishing, invoices will automatically be defaulted to the company code entered in the Agent Link Company field.

When a contract/order is placed, you can view any agent companies set up in the second tab Companies in the Order/Contract window.