Add a supplier/company record
This guide has been reviewed against our global client base and classed as relevant all regions
Company/supplier records are used throughout the system, especially in Property Management - once added they can be used on any record where company/supplier details are needed, such as a works order
This guide covers:
Add a new company/supplier
Before adding a new company/supplier on the system, check that there isn’t already a record added for them!
The company/supplier screen allows multiple individual staff member details to be entered onto it
If you have new staff details for an existing company, the existing record should be used and the individual staff details entered onto it - this avoids unmanageable duplicate company/supplier records being created and prevents future issues with supplier invoicing
If an existing record is found and you have new staff member details to add, use this record to add their details - for information on adding staff details on a company/supplier record, see step 3 of Enter company details section below
Search for & add new company record Before adding a new company, check that there isn't a record already on the system
A new company record will be created: If the company screen shown above doesn’t match the one on your system, see section below titled: Legacy company screen |
Enter company details
1. Enter company/supplier basic details Use the left side of the screen to enter details of the company/supplier
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2. Save company record
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3. Add staff details From Staff panel:
Select contact record
Add staff name
Staff details added
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4. Relationships Setting up a Main Office and Key Contact on a company/supplier allows restrictions to be placed on who can edit the record and also means that, when reporting, records that are not applicable to you/your office can be filtered out
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5. Accreditations Details of company/supplier accreditation certificates can be added From Accreditations panel:
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6. Payments and terms (for users of Reapit Client Accounts)
The following options are also available:
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7. Add associated documents When the company record has been saved, the Documents button can be used to store electronic versions of documents/letters/certificates for this company/supplier From top left of (saved) company/supplier:
The document is displayed in the Document Management window:
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8. Activity feed, journal & notes The Activity Feed pulls together key activity for this company/supplier (e.g. change of bank details), manual entries can also be added Add a manual journal entry:
Options are also available to add a:
The Journal pulls together all activity for this company/supplier including works orders they are involved in and also all manual journal entries
Description / Notes
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Legacy company screen
1. Enter company/supplier details Enter the main details for the company/supplier on the left side of the screen
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2. Add staff details In the Staff section (on right):
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3. Supplier details From the Supplier details tab: Accreditations
Payments and Terms
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4. Contact details From the Contact details tab:
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5. Activity tab (journal) The Activity tab pulls together activity for this company/supplier including works orders they are involved with  |
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