Prerequisites

• Access to the File > Business partner > Company (AD009) menu.
• Previously created company type.

Introduction

The File > Business partner > Company (AD009) menu allows for registering all companies that are business partners of the organization. The records can be associated with other SoftExpert Suite components later on.

Keeping an up-to-date record of companies is beneficial for a number of strategic and operational reasons, such as being able to quickly reorganize and replace a company's services when necessary.

Creating companies

1. Access the File > Business partner > Company (AD009) menu.

2. Click on the toolbar button.

3. Select the type that classifies the company and click on the button.

4. On the screen that will open, enter an ID # and a name for the company.

5. In the available fields, enter the company's address, city state, country, postal code, phone #, fax #, code, and home page.

6. In the Coordinate section, select the format and add the company's coordinates data.

7. In the Description field, write important notes about the company.

8. In the Attribute tab, add fields to complement the company's information. For further details, click here.

9. Click on the button to enable the other tabs.

10. In the Contact tab, add the people who are the contacts of the company, as well as its external users who access the SoftExpert Suite customer panel.

11. In the Documentation tab, add attachments from your directory or associate documents from SoftExpert Document that are related to the company.

12. Click on the Save and exit button to save the record.

Adding company contacts

Once the record is saved for the first time, the Contact tab will be enabled. Use it to add the company's employees who are in contact with your organization.

A contact may be an external user of the system, so they will only have access to the Customer panel.

Follow the steps below to add a contact:

1. On the company data screen, access the Contact tab.

2. Click on the arrow next to the button and select the Add contact option.

3. In the Contact field, enter the name of the partner employee.

4. If necessary, add an image for the contact.

5. Enter the organization's department in which the contact works and the position they hold.

6. Enter their Phone #, Fax #, and E-mail.

7. Check the Use as the company's default contact? field if you wish this contact to be the default for this partner.

8. Click on the button.

Conclusion

In short, keeping detailed company records is essential for operational efficiency and for strengthening the organization's business relationships.