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Company Information
Getting Started > Setting Up a New Company > Company Setup > Company Information

Glossary Item Box

 

 

Introduction About:

The Company Information screen is used to store your company’s basic information.  You may enter your company information on the indicated fields.

 

A –  Category Checklist - list of setup and set up items that display a form or a wizard. As you complete each checklist item in the company wizard, a check will be applied next to the checklist item.
B – The Currency field can be drilled down to view or modify the details
C – Double-click on the default logo to browse for your company logo
D – Select this option to use default information for all required setup. This option will create a default chart of accounts from a chart of accounts template, default bank and default bank accounts for deposit and current accounts and petty cash
E – Click to start creating a new database

 

Helpful Hints:

Shortcut keys and keyboard driven commands:

  1. F4 Key – to display the pulldown list instantly in fields with pulldown arrow buttons.
  2. Arrow keys – to scroll up or down the list
  3. Enter key – to select instead of pointing and clicking with the mouse.
  4. Tab keys – to move from one field to another.
  5. Links – when data in a field appears as a link, you can drill down to view the details in the detail form or add a new one in the record.

    Buttons from left to right:

  • New (Shortcut: Alt + W) – add a new record.
  • Edit (Shortcut: Alt + E) – edit existing record.
  • Refresh (Shortcut: Alt + R)– refresh the record list.
  • Import (Shortcut: Alt + I) – When enabled in the setup screen, similar records may be imported. See Also: Working with System Manager module > Importing Records


 

Terminology Steps:

Set up Company Information
The following are the field descriptions and information for the Company Information screen

  1. Company Name: Required. The name you entered will then be displayed on all of your reports as well as the documents in Interprise Suite.
  2. Database Name: Required. This will be the name of the database created in the SQL server.

    Note:
    As you tab to this field the company name that you entered will be displayed assuming that you would use the company name as your database name (which is common to most companies). You may edit or change the database name. Please use only alphanumeric character for the database name.
  3. Country: You may change the default country data.

    Note:
     Interprise Suite includes all 238 countries. Decide on the country to use as this cannot be changed anymore when the company database is created. Note that the country determines the default language and home currency for you. You may still change this information as needed. See Also: System Setup > Country
  4. Address: Fill in with the street address of your company.

    Note:
     Entering the Postal Code will determine the City, State and County for you. The Address fields changes into the address format of the selected country. Depending on you settings for the country, the address fields can automatically add new postal codes to your records. Type in or allow the selected postal code to fill in the City, State and County fields for you.
  5. Postal Code: This is the postal code for where your company is located.

    Note:
     Should you need to enter a new postal code, a message appears asking if you want to add the postal code.  Choosing “Yes” will display the Postal Code setup form. See Also: System Setup > Postal Codes
  6. Telephone Number / Fax Number: Enter your office’s telephone number and fax number.

    Note:
     The telephone number field is formatted in the default order: Country Code, Area Code, Phone Number and Extension. Type in the telephone number in the telephone field according to this order. You can customize the Telephone Format in the Country form. See Also: System Setup > Country
  7. Email Address / Website: Type in your email address and website if available.
  8. Federal Tax ID: Enter the Federal Tax ID assigned by your government.

    Note:
    This field changes into Vat Registration Number when the user’s language is set to English - United Kingdom.
  9. State /Province Tax ID: Enter the State / Province Tax ID assigned by your government.

    Note:
    This field changes into Company Reg. No. when the user’s language is set to English - United Kingdom.
  10. Use Defaults for All Required Modules: When selected, default information for required setup is created. Default Chart of Accounts created from a template, a default bank and default bank accounts are created and are modifiable so you can proceed to the other setup more quickly.
  11. Home Currency: The default currency displayed is the default currency setup for the selected country.

    Note:
     Decide on what currency to use as this information cannot be changed after creating the database. You can set your currency preferences by clicking on the link inside the Currency field. This will display the Multicurrency setup form where you can set your preferences and change the details to the currency. See Also: System Setup > Multicurrency
  12. Language:  The default language for the country is set. Choose the language to be used system wide. The language will be used as the default language when setting up inventory items, categories, departments and other setup.

    Note:
     By default, the default language to use is determined by the selected country. You may change the default language as you prefer. See Also: Inventory Setup > Selling Languages
  13. Company Logo:  Click on the default logo image to search for the image of your company logo.

    Note:
     This logo would appear in most of the reports generated in Interprise Suite. The maximum image size for the company logo is 3 mb.

 

Create Company Database

  1. Once you have filled out the necessary fields in the Company Information screen, click the Create Database Now! button to start creating the database. A progress bar will move across to let you know of the progress of the database creation. A verification message will display under the progress bar when the new database has been successfully created. You may continue with the setup after creating the database.
  2. You may now click the Next button to continue with the setup.

 

How To How To:

ShowMaintain company information

Note that the company database name and currency is not amendable.

  1. Go to the System Manager module.
  2. Select Company Checklist under the Setup menu to display the Company Checklist Wizard.
  3. Click Next button to go to the Company Information screen.
  4. Edit the details as necessary and click Finish button to exit the wizard and apply your changes.

 

Next Steps Next Steps:

 

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