Adding a New Company
This job aid walks you through the new New Company process
IMPORTANT: Prior to adding a new Company record , please ensure the company you want to enter does not currently exist. Search for the Company first.,by postal code and/or nameAlso , make sure the company shouldn't be added as a SITE within an existing Company.
From the Company Module, click the New Button
You will be prompted to make sure you indeeded want to creata new record. If you do, click Yes Please, if at all unsure click the No Thanks button. You will be returned to the Company screen.
You are now presented with a new blank company record.
Fields with RED labels are REQUIRED and MUST be fill out.
Fill out:
- Company name
- Setting the Company Type
- Price List (this will default to "USA Training" , if user is USA , otherwise "Association")
- Address (use the Address Search)
- Contact details
Please refrain from manually entering address data and use the Address Search function as this will ensure better data integrity.
If needed you can add additional addresses and contacts via the Edit/Add/Site/Addresses/Contact Records Button
Once complete, click the Continue/Return to Previous Window button