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--- company_set_up [2014/12/17 14:32] – brian.maloney
+++ company_set_up [2024/06/18 13:53] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__Company Set Up__**
-You can find this by going to Admin tab>Company Admin>Company Admin
+To set up or modify a Company, navigate to the Company Admin screen.
-{{:pasted:20141202-205113.png}}
+{{:pasted:20210322-103041.png}}
 ----
-This is where you set up all the companies your company will deal with by selling product, buying product, setting up rebates, Earned Income, Off Invoice deals etc. This typically means the distributors/Retailers you sell to and the Operators/Grocery Chains you set up rebate programs with.
+This is where you set up all the companies your company will deal with by selling product, buying product, setting up rebates, Earned Income, Off Invoice deals, etc. This typically means the Distributors/Retailers you sell to and the Operators/Grocery Chains you set up rebate programs with.
-{{:pasted:20141217-143121.png}}
+{{:pasted:20210322-103134.png}}
+-----
+To Add a new company, click the Add button.  To Edit an existing company, just click on the company row in the grid and the editor will open.  Once updates are made in the editor, click Save.  To revert changes click the Cancel button.  To close the editor click the X.
-To create a new company just start filling in the required fields at the bottom of the screen and hit save.  You'll see the new one now showing up on the top section of the screen.
+The top of the grid allows both filtering and sorting to locate a company record.
-----
+There are 3 tabs to enter Company Data:  Standard Fields, Alternate Address, and Client Defined Fields.
+{{:pasted:20210322-103231.png}}
+-----
+**Standard Fields**
+Enter the Company information in the required fields in the Standard Fields tab and click Save.  Once a record is saved it will appear in the grid at the top of the screen.
+{{:pasted:20210322-103413.png}}
+In the instance a company record is edited and the Company Type is changed, that company will be removed from any company groupings it previously existed in.
+It can also be denoted if the company is a redistributor or VIP customer.  A tax type can be assigned if they exist for the manufacturer.
+The application provides the ability to link distributors together that cross ship product.  Different from company aggregation, the cross shipped distributor does not qualify on a contract, but their sales data is used to determine calculated rates for claims based on sales data.
+Deduction Interval is used to identify if claims for the Company should be transacted as a check or a deduction. Examples include:
+•	0 days (this would indicate a deduction should transact unless the payment configuration is changed at the claim level)
+•	1000 years (this would indicate a check will transact unless the payment configuration is changed at the claim level)
+•	30 days (this would indicate a check will transact if the invoice is within 30 days of the invoice date, after 30 days it will transact as a deduction unless the payment configuration is changed at the claim level)
+•	60 days (this would indicate a check will transact if the invoice is within 60 days of the invoice date, after 60 days it will transact as a deduction unless the payment configuration is changed at the claim level)
+The Deduction Contact Email is used to contact distributors related to Deductions.
+Companies can be setup so when eclaims are created, they can auto submit and/or auto approve.  Check the box to enable the auto submit and/or auto approve feature.  When eclaims are created for that company they will move through the claim process based on those settings.
+-----
+**Alternate Address**
+This Address section is used to store an alternate address where checks will be mailed.  Click the Alternate Address Active checkbox to enable the address fields.  Address1, City, State, Postal Code and Country are required fields (if the box is checked).  Don't forget to click Save.
+{{:pasted:20210322-103647.png}}
+-----
+**Client Defined Fields**
+If there are specific Company level client defined fields, they will appear at the bottom right of the fields section.  Note that this section may not contain data if company fields are not defined.
+{{:pasted:20210322-103714.png}}
-The top section has a search line.  Just enter what you want to search for using this line.
+-----
-{{:pasted:20141217-142610.png}}
+Don't forget to click Save after editing or adding a company row.

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