After the initial creation of a company contact, you will have the ability to enter additional information and parameters to customize your working relationship. This includes specialized accounting details, the ability to track Estimates and Orders, and a section for custom notes about this customer and their preferences.
Table of Contents
- Accessing a Company
- Company Heading
- Company Details
- Statement
- Files
- Balance & In-Store Credit
- Open Tasks
- Estimates & Orders
Accessing a Company
To find and open a company, navigate to Sales / Companies.
1. Select the company you want to view from the list. Clicking the company name opens the company detail page.
a. Use the Search box to quickly find a company by name or other criteria.
b. Click the Settings icon (or list settings button) near the Companies list to choose which columns are displayed on the screen. Select or clear columns in the settings dialog to show or hide them in the list.
Company Heading
At the top of the company page is a heading area with quick information about the company. What appears may depend on your package and the information you have entered.
a. Company name – The name of the company.
b. Preferred salesperson – The employee assigned as the primary salesperson for this company.
c. Company origination – How the company heard about you (e.g., Cold Call, Advertising).
d. Industry – The industry the company is affiliated with.
e. Payment terms – The payment terms selected for this company (e.g., Net 60).
f. Status – The lifecycle of the customer (Lead, Prospect, or Client).
Company Details
The company page includes sections where you can view and edit company information. This includes the information you entered when the company was created, plus additional areas such as contact methods and addresses.
a. Contacts - The Contacts section lists all contacts associated with this company. Each contact name is a link that opens that contact's profile. The Primary and Billing contact roles are indicated; these can be the same or different people. Use the Connect button (or add contact option) to add a new contact to the company.
b. Contact methods – Phone numbers and email addresses for the company (e.g., Office Main, Office). Enter only numbers for phone fields; the system formats them based on Settings / System / Localization.
c. Addresses – Billing and shipping addresses, plus any additional addresses. Use + Address to add a new address. You can set an address as the Billing or Shipping default using the options (e.g., ellipsis menu) for that address.
d. To edit company details use the edit or click on the company name.
Statement
Click the Statement button at the top of the company page to view or generate a statement for this company. The statement shows the balance and transaction history for the company so you can send or use it for billing and reconciliation.
Click the Email button at the top of the company page to send an email to the company. This opens an in-system email composer..
Files
Click the Files button at the top of the company page to view and manage files attached to this company. You can upload, download, and organize documents (e.g., contracts, artwork) in one place for this customer.
Balance & In-Store Credit
The section displays the current Balance owed (total amount due on active orders) and, when applicable, a breakdown such as WIP (Work in Progress) with the number of orders and amount. In-Store Credit shows the amount of store credit available to this company. Use the Manage Credit button to add or reduce in-store credit, or to process refundable credit. A Spend Summary (e.g., Opportunity, Projected, Completed, Total) may also appear to summarize activity with this company.
Open Tasks
The Open Tasks section lists tasks associated with this company that are not yet complete. If there are no open tasks, the section will indicate that (e.g., "No open tasks"). You can use this area to track follow-ups, approvals, or other work related to the company.
Estimates & Orders
The Estimates & Orders section shows a list of all estimates and orders for this company. The table includes columns such as Number, Contact, Description, Salesperson, Created, Total, and Status. Each row is labeled as EST (estimate) or ORD (order). Click a row or the estimate/order number to open that estimate or order. Use the search or filter options above the list, if available, to find a specific estimate or order. You can typically add a new estimate or order from this company page using an add button (e.g., plus icon) when available.