<< Back to Help Pages
| Help Page | Company Record |
|---|---|
| Type | Primary Record |
| Topics | Companies |
| See Also | Company Address Record, Contact Record, Demographic Link Record, Company Name Record, Rep Company Link Record, Order Record, Transaction Record, Company Type Record, Agreement Record, Communication Record |
The Companies page is split up in to three areas. Details (Top Left), Addresses (Top Right) and Tabs (Bottom)
The Details area displays the Company Code, the Primary Name, the Web Address, a general email address such as enquiries@mycompany.com and the Company Type.
There is also a 
button that you can use to create a New Order for this Customer.
The Address area displays a list of company addresses along with the associated contact numbers. Additional help for this section can be found here Company Address Record.
The Tabs show a number of different details relating to the company and are listed below.
https://www.ultimatedb.net/page_6793
This tab has a list of all the transactions involving the company, You can add a new transaction by clicking the New Button.
This will open a new window with a few options on it, first you can add a date, then a currency and transaction type. You can add a product from a drop down list and then add a Year, Period and Payment Method. Next you can add a Company, Contact and Order. Finally you can add any references and add a due date.
This will open a new window with a few options on it, first you can add a date, then a currency and transaction type. You can add a product from a drop down list and then add a Year, Period and Payment Method. Next you can add a Company, Contact and Order. Finally you can add any references and add a due date.