How to create new companies
To create and manage external companies, such as service partners, select the enterprise level commands, as shown below.
Insert from the card “Property”, see figure below, from the “General Data” section:
- Status: active or inactive
- Identification code (of your choice)
From the ‘ Category ‘ section you can choose or create a new company membership category.
From the “Contact” section you can enter the communication data:
From the “Tax Data” section, enter the Organization’s Tax ID and/or VAT number.
Confirm the entered data by selecting the “Save” command.
Upon registration, other tabs become available that enable you to attach documents, save annotations and consult the statistics of access to the system by the user.
Definitively confirm the data entered by selecting the “Save and Close” command.