Telus TPM Documentation
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Company Set Up
To set up or modify a Company, navigate to the Company Admin screen.
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.
There are 3 tabs to enter Company Data: Standard Fields, Alternate Address, and Client Defined Fields.
Standard Fields
To create a new Company, 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. To add a new record after saving, click the Clear button and begin entering the data for the company.
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.
The Deduction Contact Email is used to contact distributors related to Deductions.
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.
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.
To filter the data in the grid, enter the text into the filter at the top of each column and click enter. The Address, City, State/Region, Postal Code, Country also display in the grid.
