To add a company, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.
In the create form, only the Description field is required. The description will be used in the system interface and in the drop-down lists. It is recommended to fill in the Full Description as it is automatically included in the documents print forms. Otherwise, the text from the ‘Description’ field will be inserted here when you click the ‘Save’ button.
If you create a company and not edit it, press the ‘Save’ button after completing the required information. If you do not save the company, you won’t be able to complete the related catalogs and fields (for example, ‘Contact Persons’).
Company (create) form. The ‘Main Parameters’ tab
If a company is a part of a certain group, please specify it in the Folder field (to open the catalog for selection, click the ‘Show all’ hyperlink in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
You can select the type of a company: Legal or Individual. The ‘Legal’ is set by default. If the company is an individual, you can additionally select a respective person from the Individuals catalog. If a person has not been added yet, you can create the person in the same way as you've created the folder (see the previous paragraph).
You can specify the company's default contact person from the Contact Persons catalog. To learn more about working with the list, see the next par. Completing the 'Contact Persons' catalog.
FirstBIT ERP supports accounting for settlements with companies by contracts. When you add a company, the system creates its contract in the accounting national currency (to change the national currency, see par. Settings for the 'Money' section) and inserts it in the Main contract field (the field is completed when you save a new company). The system will use this contract in the documents for this company. It can be edited or added to other contracts in the Company's Contracts catalog (see the Company's Contracts (create) form in the figure below). To learn more about working with the catalog, see par. Completing the 'Company's Contracts' catalog).
Company's Contracts (create) form
Select the Bank Account from the Bank Accounts catalog. The system will use the specified bank account in all the documents for this company. However, if in some case a company would like to use another bank account, you can edit the date directly in the document without changing the basic settings. To access the bank accounts catalog, click the ‘Show all’ hyperlink in the drop-down list. If the necessary bank account has not been added yet, you can create it by pressing the ‘Create’ button on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
Select the values for the Legal Address and the Delivery Address fields in the Addresses catalog. If the required address has not been added yet, you can create it by following the same steps as for the bank account or by pressing the button to the right of the field.
You can select the employee who works with this company (the Responsible field) from the Employees list. You can access the catalog and create the required employee by following the same steps as for the bank account.
To edit an item selected for any field, press the button located to the right of the field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.
For convenient use, we recommend to complete the optional Contact Information tab located next to the Main Parameters tab. It is more important to complete the Additional Information tab (to learn more about this tab, see par. Create and edit companies. 'Additional Information' tab).