The Company Options screen can be found under Settings/Sales/Company Options and allows you to choose which fields will be required to fill out every time users create a new company in the system.
A. By checking these boxes, you are indicating that data must be entered in these fields before a company can be saved.
B. Require Company Originations (referrals, TV ads, trade shows, chamber events, etc.) helps you maximize your marketing strategy by tracking how companies initially find your business.
Note: Company Originations are different than Order Origins which can be selected from the order page.
C. Require Company Industry allows you to track which industries your customers come from, which can help you decide where you should focus your marketing efforts.
D. When entering a new company, checking Require Company Billing Address can save you time later and can help ensure your taxes are charged accurately.
Note: If you select this option, users will have to enter a billing address in order to create a company.
E. Showing Account Numbers on Company Records gives you the option to easily search for and match payments to accounts.
Note: You can use your existing account numbers, the system's default numbering, or a new numbering system of your choice.
F. Unique situations may warrant changing a company's Account Number on a company's page. You can allow your users to do this by checking this box.
Note: If the number is changed, you may need to run multiple company reports based on the old and the new account numbers.
G. You can choose to require Purchase Orders from various parts of the system:
1. To require POs on All Orders from all customers, check the box from Settings/Sales/Company Options/New Company Defaults.
Note: If selected from the Company Options page, this setting can be changed at the company level.
2. To require POs on All Orders, check the box from Settings/Sales/Order Options.
Note: If selected from the Order Options page, it cannot be changed at the company level.
3. To require POs on individual customers' orders, check the box from their company page in Sales/Customers/Companies.
