This is one of the main system catalogs. It contains the information about suppliers, buyers, partners, contractors, i.e. all the entities the company deals with. The catalog has a hierarchy structure so you can create and edit the companies' catalog that would be convenient for use. To complete the catalog correctly, you may need the data from the Individuals, Items' Price Types, Discount and Markup Types, Suppliers' Price Types, Currencies, Bank Accounts catalogs. However, you can create all the missing elements in them easily without leaving the companies list.

To access the catalog, go to the ‘CRM’, ‘Sales’ (see figure below), ‘Purchasing’ or ‘Service’ section.

The schematic showing how to access the ‘Companies’ catalog from the ‘Sales’ section

There are no companies in the system by default. To learn more about how to create them, see par. Create and edit companies. The 'Main Parameters' tab and the subsequent paragraphs.

As the list is filled and for convenience of work, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.

The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited. To create a group, enter its description. If the created group is part of another group, please specify the parent group in the Folder field (see figure below).

Companies (create folder) form

You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the create and edit companies form, specify the folder where you want to move this item to).

See also