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

Latest revision as of 13:29, 15 April 2020

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.
  • 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
  • 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
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