View source for HowTo:Add A Company

==Add A Company==
===Add Company from any Company Field===
'''Menu Location:'''  Tables / Company
:Search Database to make sure Company is not already in database
::1. Click Search
:::* As you begin typing the name of a Company, the Flex Lookup will filter the names.  If the Name does not exist, click Add New Record, then click “Yes and Edit” to complete the Company Record.  
::[[File:Company.png]]
::[[File:Company_Lookup.png]]
:::* If the company name does exist and appears in the list, select the record and it will display on the screen.
:::* New Company = any Vendors, Dealer/Distributors, etc., any form of a company.  All companies are stored in the same table.
:::* Also, from any Company Field on almost all screens a new Company can be added to the database.
::2. Enter pertinent fields of data based on type of company being added to the database
::[[File:Company_Lookup_Result.png]]
:::* Important Fields for Vendors:  
:::** Company Name
:::** Address
:::** Phone Number
:::** Terms Description
:::** Expense Account
:::* Important Fields for other Companies
:::** Company Name
:::** Address
:::** Phone Number
:::** Salesperson
::3. Click Save
Note: after saving, fields with no data may be hidden to enhance visibility of record.  To see fields, click Edit.
::4. Add Contacts from Company Table
:::a. Click Edit on Toolbar
:::b. Click <Add> in Contacts Grid
:::c. Enter Last Name of Contact
:::d. Click “Add New Record” 
:::e. Click “Yes, and Edit”
:::f. Type in First Name of Contact
:::g. Select Address (or add a new address if different from Company)
:::h. Add Email address
:::i. Type email address and click “Add New Record”
:::j. Click “Yes”
:::k. Add Phone Number
:::l. Click “Add”
:::m. Type phone number
:::n. Select if already in list
:::o. Click “Add New Record” if not in list
:::p. Click Yes
:::q.Click Save