To create a new company you can click the New Company button on the main Companies page. This will bring you to the Add Company page. Here you can add all the details for the company. Required fields are marked with an asterisk.
Figure 3: Add Company Page – Company section
A logo can be assigned to the company. This will appear in the header area of all purchase orders created for this company. To add a logo click the green Upload Logo button and navigate to the image file of the company logo you want to use and click Open.
Figure 4: Add Company Page – Logo section
When you set up your first company the system will set it as your Main Company. There are some additional settings for the Main Company that are required to start using the system. Some of the settings are only available for the main company and will be applied to all companies in the system.
Figure 5: Add Company Page (Main Company) – Financial section
If you are integrating with the finance package Twinfield there will be an additional setting in the Financial section of the company to set the Twinfield Financial Period. This is only visible if the integration is enabled. If you need to enable this integration contact the support team at [email protected] or use the support button in the application.
The currency set for main company will be the base currency for the system and cannot be changed. The base currency will apply for all companies in the system and will be the currency used when reporting and setting budgets within the system. All other currencies will be set with exchange rates related to this currency.
Figure 6: Add Company Page (Main Company) – Currency
The purchase order footer is a text editor that can be used to set the text that will appear at the end of all purchase orders created for this company. This section is usually used to add the company’s terms and conditions but you can set any text you would like to be included with all the purchase orders you send out for this company.
Figure 7: Add Company Page – Purchase Order Footer