|Help Page||Company Record|
|See Also||Company Address Record, Contact Record, Demographic Link Record, Company Name Record, Rep Company Link Record, Order Record, Transaction Record, Company Type Record, Agreement Record, Communication Record|
The Companies page is split up in to three areas. Details (Top Left), Addresses (Top Right) and Tabs (Bottom)
The Details area displays the Company Code, the Primary Name, the Web Address, a general email address such as firstname.lastname@example.org and the Company Type.
There is also a button that you can use to create a New Order for this Customer.
The Address area displays a list of company addresses along with the associated contact numbers. Additional help for this section can be found here Company Address Record.
The Tabs show a number of different details relating to the company and are listed below.
Rep links can be used to associate Reps with companies.
To add a new Rep go to Home > Reps and then click the button.
Once you have clicked this a new window will pop up. The only mandatory fields are the Code and Country. Input the information you need and click the button to add the new Rep to the database.
You can then go back to the rep links tab on the company and click the button.
After this select the Rep you wish to use from the list and add a state if necessary, you can also add a list of products the Rep is associated with by putting the product codes in a comma separated list in the Product List field. Then click the button to add the Rep to the company.