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4. Once you're done adding all the details, click Save button located at the upper right part of the screen.
Using Multi-Companies on Quotes and Jobs
Using the new companies created on Quotes and Jobs is simple. When you create or edit the Quote or Job you can select the Company to which the Quote or Job is linked on the Quote or Job Details.
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The Quotation, Job and Invoice Lists can also be filtered based on Company:
Purchase Order Delivery
When creating a Purchase Order, you can select the associated Company. If the Purchase Order Delivery Method is set to Yard, the Physical address of that Company will be displayed for delivery.
1. In the Purchase Order Details, select the Company to which the PO will be delivered.
2. Set Deliver To as Yard.
3. Now the Delivery Address merge fields will display the Physical Address for the selected Company.
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Note: Destination Location refers to the Inventory Location to which the Stock will be added when received. It does not affect any of the delivery details on the Purchase Order documents.
Creating your Document Templates per Company
You can create unique document templates for each of your companies. This allows you to select a specific document template bearing each company logo every time you generate an invoice or create a quote.
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Note: To learn more about creating document templates, please see Document Template User Guide user guide. |
Creating a Quote and selecting your Template
You can create quotes, and generate invoices like you normally do but when you have multiple companies set up, you must first select the company name.
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