Link Company Names to an Order

Additional company names can be linked to a Order.  For example if the order needs to be listed under a trading name. Only companies that have been previously linked to this order will be available. For more details on linking companies see Order Companies page.

  • The additional company names must first be entered onto the company record, for more information see Additional Company Names.
  • In the Hot Area of the orders screen, Search for the order you wish to link to another name.
  • Go to the fifth tab Other, and the second subtabbed page Order Names.
  • The name of the main company will already be listed in the grid.
  • To add another, click on the New Button to the left hand side of the grid.
  • Searching in the Company Code field will bring up a list of all the companies that have been linked to this company. Choose a company and click on the green tick button.
  • Right next to the Company Code field is the Name No field. Searching in the Name No. field will bring up a list of additional names added to the company record. Click on the required name and click on the green tick button.
  • To delete the link, highlight the name line and click on the Delete Button.

Remember to save any changes to the order by clicking on the green tick button.