Navigating to Companies Section
Open the "Companies" module
Adding a New Company
In the Companies section, click on the "New Company" button.
Searching for or Adding Company Details
Use the search function to find the Company by their name or ABN (Australian Business Number). If the Company is not found, you can add them manually.
When adding a companies manually, you will be required to enter their ABN number.
Entering Company Information
Fill in the Company details, including contact name, contact number, and address. Note: providing an address is optional.
Decide if you want to assign the company to the current project immediately. If so, you can do so in this step. If not, proceed to just create them as a company in the system.
Finalising the Addition
After entering all the necessary information, click the button to create them as a company in the system.
Once created, the company will appear in your company directory.
Assigning Company to a Project
If you did not assign the company to a project during creation, you can now navigate to the company directory, find the newly added company, and click to assign them to the desired project.
Confirmation and Support
Confirm that the company has been added and assigned correctly to the project.
For any further questions or if you encounter any issues, use the green chat box located in the bottom right-hand corner for support.