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.

• 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