Add affiliates, sub-suppliers, customers, and end users. Manage doc code lists and return status lists.
Articles
Adding a New Company
Add sub-suppliers, customers, and end users.
Add Company Doc Code Lists
Add doc code lists to companies for use on projects.
Internal Doc Code List
Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
Company Status Lists
Add customer approval status lists (or internal lists to track customer approval statuses).
Adding an Address
Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
Format Import Companies in XLS
This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...