HowTo:Add A Company: Difference between revisions
No edit summary |
No edit summary |
||
| 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 | ||
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. | |||
IMAGE1 | |||
IMAGE2 | |||
:::* 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 | |||
IMAGE | |||
:::* Important Fields for Vendors: | |||
:::** Company Name | |||
:::** Address | |||
:::** Phone Number | |||
:::** Terms Description | |||
:::** Expense Account | |||
:::* Important Fields for other Companies | |||
:::** Company Name | |||
:::** Address | |||
:::** Phone Number | |||
:::** alesperson | |||
::3. Click Save | |||
3. | |||
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 | ||
b. Click <Add> in Contacts Grid | :::b. Click <Add> in Contacts Grid | ||
c. Enter Last Name of Contact | :::c. Enter Last Name of Contact | ||
d. Click “Add New Record” | :::d. Click “Add New Record” | ||
e. Click “Yes, and Edit” | :::e. Click “Yes, and Edit” | ||
f. Type in First Name of Contact | :::f. Type in First Name of Contact | ||
g. Select Address (or add a new address if different from Company) | :::g. Select Address (or add a new address if different from Company) | ||
h. Add Email address | :::h. Add Email address | ||
i. Type email address and click “Add New Record” | :::i. Type email address and click “Add New Record” | ||
j. Click “Yes” | :::j. Click “Yes” | ||
k. Add Phone Number | :::k. Add Phone Number | ||
l. Click “Add” | :::l. Click “Add” | ||
m. Type phone number | :::m. Type phone number | ||
n. Select if already in list | :::n. Select if already in list | ||
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 | ||