HowTo:Add A Company: Difference between revisions
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::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.png]] | ||
[[File:Company_Lookup.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. | :::* 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. | :::* 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 | ::2. Enter pertinent fields of data based on type of company being added to the database | ||
[[File:Company_Lookup_Result.png]] | ::[[File:Company_Lookup_Result.png]] | ||
:::* Important Fields for Vendors: | :::* Important Fields for Vendors: | ||
:::** Company Name | :::** Company Name | ||
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:::** Salesperson | :::** Salesperson | ||
::3. Click Save | ::3. Click Save | ||
Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit. | :::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 | ::4. Add Contacts from Company Table | ||
:::a. Click Edit on Toolbar | :::a. Click Edit on Toolbar | ||
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:::o. Click “Add New Record” if not in list | :::o. Click “Add New Record” if not in list | ||
:::p. Click Yes | :::p. Click Yes | ||
:::q.Click Save | :::q. Click Save | ||