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.