Navigation:  File > Business partner > Company >

Creating a company

Top  Previous  Top  Next

To add a company, click on the new button on the main screen toolbar. On the screen that will be displayed, select the type that will classify the company being created and save your selection.

 

To edit the data of a company, select it in the list of records and click on the edit button.

 

This section is valid for the customer, manufacturer, supplier, and transporter file menus.

 

 

On the data screen that will be opened, the following sections will be available:

 

dados_empresa_zoom80

 

Note: To successfully create a company, it is necessary to fill out the required fields in the General data and Attribute sections (according to the configurations performed in the company type). After saving the data for the first time, the other sections will be displayed as available to be filled out.

 

hmtoggle_arrow1General data
hmtoggle_arrow1Attribute
hmtoggle_arrow1Contact
hmtoggle_arrow1Component
hmtoggle_arrow1Documentation

 

After filling out all the necessary fields, save the record.