Creating a New Company

1. Click the Search icon leaving the search field blank in the Companies section. This will display the list of all companies that are available in the database. The New Company, Link Company, and New Contacts command button will be enabled allowing the user to click on either one.

2. Click on the New Company command button.
3. From the Add Supplier Site pop-up window enter all details on the form, where available, and click OK. The newly added company will appear in the company list on the screen and will be available for future selection.

4. When completed, click on the Link Company command button.
5. This will link the company to the lease and it will appear in the Linked Contacts section of the form.

*Note the following: 

All suppliers deemed to be payment vendors, where the ‘Is Payee’ flag is denoted as Y, will be received and added to the database through vendor interface. The source for updates will be through the Client’s external ERP system. Please refer to the Client’s business defined process.

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