Companies are organizations external to your own that you will support and interact with as clients, vendors or suppliers. A company record should be added for each external user that you will be supporting. This function allows you to add new companies into the HelpSTAR System via the New Company form (shown below). The Asset Administer Privilege is required to designate a company as a manufacturer and or a vendor.
Name: Enter the name of the company you wish to add. This field is required.
Company Type: Select whether the company you are adding is a Manufacturer and/or a Vendor.
Vendor Company Type is required for Purchase Order functionality. When a Company is designated as a ’Vendor’ then a new tab appears on the New Company (or Edit Company) form, as shown below.
This screen allows you to add/select products or services that the vendor company provides, as well as enter a value for each product in the ”Price” field.
You can add as many products as needed clicking on the ’Next’ button after each entry. Once you have entered all the products that this vendor offers, be sure to click the Save button to save the modifications.
Note: You can select both Manufacturer and Vendor in the case that the company makes the product/service, and also sells it (i.e. Dell makes and sells their products).
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