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Company Set Up
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| A Company may be set up at the Company button, Upper tool bar - down arrow, Add.
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| The company record allows clients to be associated with a company. A company can consolidate all accounts for a company into one statement and to provide marketing data for analysis. A recent development also provides financial accounts for companies, allowing consolidation of reservation accounts and an accounts receivable process.
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| A charge type may be assigned to the exclusive use of a company to provide special tariffs for that company.
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| To link a client to a company, select the company from the drop down list at the company field in the client record. Once a client has been linked to a company, all future reservations will also be linked to the Company. If you wish to de-assocaite a client and compnay, simply delete the company name from client record. All future reservations will not link that client to the company until you reinstate a compny name in the client record.
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| You may enter in as much or as little information that you require to hold about the company.
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| Go to Setup Menu from the Upper Tool Bar, choose Company, then select Add.
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| Go to Setup Menu drop down arrow from the Upper Tool Bar, select Add Company.
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| Contacts Tab:
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| This area is used to record different contacts from that company, Eg. Accounts Payable, Director etc. and may only be entered once the booking has been saved.
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| The CHM file was converted to HTML by chm2web software. |