To edit existing companies you have to navigate to Asset Management -> Hardware Assets and select Companies in the ribbonbar. The ribbonbar shows all available commands for companies. In the left area you will see all existing companies.
Master data - Companies
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Refresh Refreshs the company window. |
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Add Company You can add an company. |
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Edit Company You can edit a company. |
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Delete Company You can delete an existing company. |
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Imprt Select a CSV-file to import companies. |
Add Company
With this wizard you can create companies with essential informations. On the first page you are able to define the company name and the Customer ID.
Add Company
On the second page you can enter the address. Additionally it is possible to specify the company as vender, service partner or manufacturer. You can combine all options.
On the third page you are able to assign members and contact persons. When you want to delete an assigned member or contact person click on the corresponding item.
Import Company
To import companies you need a CSV-file with all essential informations for the company. Do not forget to insert a column for the company name. This is a mandatory field.
Last change on 20.02.2017