Add Supplier or Customer

Add Supplier or Customer

Step 1. Enter the Entities page
On the Connections page, click on the Entities option in the menu on the left side.


Step 2. Add New Company

Click on Add New and then on New Company.



Passo 3. Preenchimento do formulário

Step 3. Fill out the form.

Fill out the presented form according to the information of the company you want to create.
It is important to correctly fill in the Types section as this field will help filter the selection lists in, for example, work contracts.
  1. Temporary work company: will allow this company to appear in selectors, for example, Temporary Work Company in work contracts.
  2. Service provider: will allow this company to appear in selectors, for example, in the Services section in a record in the Field Activities Application.
  3. Product supplier: will allow this company to appear in selectors, for example, in the Supplier section in a product purchase record in the Costs Application.
  4. Customer: will allow this company to appear in selectors, for example, in the Customer section in a product sale record in the Costs Application.
Click Save.



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