Managing Companies
Use the Companies page to manage the list of companies that are available to select in Contact records, CSI records or any record that includes a "Companies" detail field. Permissions required to access this page: Access Admin Tab and Manage Companies.
To open the page, choose Admin > Configure > Manage > Companies.
If your implementation has more than one entity, the same set of companies will be available in all of them.
Tip: Users can also create and edit companies while editing a Contact or CSI record.
Using Companies in CSIs and Other Records
- In CSI records, companies are used in the Distributor, Unit Owner and ASP fields.
- Each Contact record may be associated with one company and one location.
- Companies are also used in any record that has a Detail field with type = Company.
Creating, Editing and Deleting a Company
To create a new company, make sure the Company drop-down list is blank, enter the required fields and choose Admin > Companies > Create.
If you need to clear an existing company before creating a new one, choose Admin > Companies > New.
To edit a company, choose the name from the Company list. Make the desired changes and then choose Admin > Companies > Save.
To delete a company that is not used in any records, choose the name from the Company list and then choose Admin > Companies > Delete.
Alternatively, if you clear all categories from the company properties, it will remain assigned to any existing records but will not be available to assign to new records.
Company Properties
- Name - a required field.
- Sales Region - a list of options that are managed under Company Sales Region on the Lists page.
- Location - the locations that are currently associated with this company, shown in a list. The table under the list shows the address for the location that is currently selected. Any of these locations will be available to select when the company is used in a CSI or Contact record. (See Managing Locations.)
- To add a location to the list, click Add,
. In the Location Page window, you
can either create a new location record or select an existing
one. Note that a location cannot be associated with more
than one company. If you select a location that is already
associated with another company, it will be removed from
the other company. - To edit a location, select it in the list and click
Edit,
. - To remove a location, select it in the list and
click Remove,
. This will remove the association
with this company, but the location will remain in the
database and could be associated with another company
and/or used in an incident. - Category - the fields (Unit Owner, ASP, Distributor) in which the company appears on the CSI page. The company can be selected in these fields.
The following fields will be enabled only if the company record has been saved with the Distributor category selected. These are the warranty settings that will be applied when you create a new CSI record for this distributor. The default settings for a new distributor are based on the CSI - Warranty Months preferences, but you can change them for a particular distributor.
- Warranty From Shipment and Warranty From Commission - the number of months for the warranty period.
- Initial Warranty Months - whether the warranty period starts on the date of the shipment to the distributor or on the date of the delivery to the end-user.
If you have configured additional detail fields to meet your organization's specific needs, they will be grouped together in a separate Company Details area.
If the company has contacts associated with it, they will be listed in the Associated Contacts area at the bottom of the page.