Complete the steps to set up a company and input all relevant details to ensure accurate and effective usage in your system.
Navigate to the Businesses List: Open the sidebar menu and select the "Businesses" list.
Access Companies: Click on "Companies" to view the company management options.
Create a New Company: Click on the "New" button to start entering details for a new company.
Enter Company Details: Fill in essential information such as the company name, notes, code, and tax ID.
Specify Subsidiary Status: If the company is a subsidiary, make sure to select the appropriate option.
Choose Company Classification: Based on the company’s role, select from classifications like Manufacturer, Service Provider, Supplier, or Customer.
Add a Warehouse: If the company will have a warehouse, add the warehouse details
Add Contact Information: Go to the "Contact Info" tab to input various types of contact details for the company.
Enter Address Information: Select the "Address" tab to input and save the company’s address.
Add Employees: Navigate to the "Employees" tab, click "Add," and enter employee details either by searching their names or selecting them from a list.
Save Your Information: After completing all required fields, click "Save" to finalize and add the company to your list.
