Company Options allow you to have more flexibility on what options will be displayed, enabled, and required for your customers. These options and preferences can be updated at any time.
Using Company Options
To edit Company Options navigate to Settings / Sales / Company Options.
1. Choose if you would like to enable Company Numbering. This would establish a field when creating or managing a company that allows you to assign the company an identification number. This identification number is found under the Company Details Tab when you select a company in Sales / Customers / Company.
2. Select the default if you would like have the option to require purchase orders or POs for a specific company. When this default is checked, you will find the option located under the Accounting Details heading located in Sales / Customer / Company / Company Details.
3. Set the fields that all future customers must have under Required Fields. These fields include:
- Origination - how the customer initially finds your business.
- Industry - what the customer specializes in.
- Billing Address - requiring a billing address when inputting a new customer may save you time later and helps ensure your taxes are accurate.
Note: If this is required, you will need to enter in an address for walk-ins as well.
- Contact Email - this email would be for the specific contact associated to the company you are entering.
- Company Email - this email would be for the company as a whole.
Note: CoreBridge will automatically save updates.
Note: The required fields you choose in Settings will reflect in Sales / Customers / Companies / Company Details. Those fields will then have a red asterisk next to them indicating they are required and will need to be filled in before you can save the contact. Changes made to the required fields will only affect future customer profiles unless you go back and edit old profiles. At that point, the system would need all currently required fields before saving.
For more information on Creating Companies click here.