How to Create a Company

How to Create a Company step by step.

• Go into the Contact module.
• Select the Company radio button.
• Click the Add a company icon.
• The Add company window will be displayed.
  1. Select the type of company: public or private.
  2. Determine if this is your Company's quick sale customer.
  3. Company name.
  4. Price List: You can assign a price list to the company.
  5. Division: Specify the division if dealing with a large business (ex: shipping, laboratory, etc...).
  6. Consignment percentage: Assign a consignment % if applicable.
  7. Number: Add the company number if applicable.
  8. Language: Select the language in which to generate emails and invoices.
  9. Type of Company: Choose the Company type based on what previously configured.
  10. Tax Group: Set a tax group if the business has a special tax rule (Ex: HST excluded).
  11. Check the Mandatory reference number on sale field if you would like to use P.O. numbers for your companies.