HowTo:Add A Company: Difference between revisions

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Add A Company

==Add A Company==

Add Company from any Company Field

===Add Company from any Company Field===

- Menu Location: Tables / Company

'''Menu Location:''' Tables / Company

Search Database to make sure Company is not already in database

:Search Database to make sure Company is not already in database

1. Click Search

::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.

:::* 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.

• 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]]

• New Company = any Vendors, Dealer/Distributors, etc., any form of a company. All companies are stored in the same table.

:::* Important Fields for Vendors:

• Also, from any Company Field on almost all screens a new Company can be added to the database.

:::** Company Name

2. Enter pertinent fields of data based on type of company being added to the database

:::** Address

:::** Phone Number

• Important Fields for Vendors:

:::** Terms Description

 Company Name

:::** Expense Account

 Address

:::* Important Fields for other Companies

 Phone Number

:::** Company Name

 Terms Description

:::** Address

 Expense Account

:::** Phone Number

• Important Fields for other Companies

:::** Salesperson

 Company Name

::3. Click Save

 Address

:::Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit.

 Phone Number

::4. Add Contacts from Company Table

 Salesperson

:::a. Click Edit on Toolbar

3. Click Save

:::b. Click <Add> in Contacts Grid

Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit.

:::c. Enter Last Name of Contact

4. Add Contacts from Company Table

:::d. Click “Add New Record”

a. Click Edit on Toolbar

:::e. Click “Yes, and Edit”

b. Click <Add> in Contacts Grid

:::f. Type in First Name of Contact

c. Enter Last Name of Contact

:::g. Select Address (or add a new address if different from Company)

d. Click “Add New Record”

:::h. Add Email address

e. Click “Yes, and Edit”

:::i. Type email address and click “Add New Record”

f. Type in First Name of Contact

:::j. Click “Yes”

g. Select Address (or add a new address if different from Company)

:::k. Add Phone Number

h. Add Email address

:::l. Click “Add”

i. Type email address and click “Add New Record”

:::m. Type phone number

j. Click “Yes”

:::n. Select if already in list

k. Add Phone Number

:::o. Click “Add New Record” if not in list

l. Click “Add”

:::p. Click Yes

m. Type phone number

:::q. Click Save

n. Select if already in list

o. Click “Add New Record” if not in list

p. Click Yes

q. Click Save

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

HowTo:Add A Company: Difference between revisions

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