New Company Record
Anytime you are entering a new company location, contact, or vendor, you should always use "Searching for Existing Records" to ensure the company location or contact does not already exist in your database. Although e-manage is designed to keep duplication from happening, it cannot account for users entering companies using acronyms or simply supplying the wrong information. Hint: Try to refrain from using acronyms.
Although the process of entering a Customer or a Vendor are the same there are some additional, very important, settings and setup you want to complete when setting up a Vendor that we will explore in the following section of this Guide.
Once you have made sure that the company location is not in the database, you will choose whether you want to just add a new company location or if you have both a contact and a new company location. If you do have a contact as well as company information and both are new, you can use the "New Company & Contact" functionality to enter both at once. Just remember to adjust the Default Bill To and Primary Salesperson after the initial save.
Although you can manually enter all of the company information into e-manage, we recommend using the "Prospecting " tool Tool to find the company information (even if you have a business card in front of you) and enter the company portion of the data from the results to ensure accuracy and increase efficiency.
...
There are certain settings that change the way that e-manage works with a company location. You can learn about these settings here.
For example, changing the Company Type to "Vendor" will change the way the form works. There will be more fields to fill out including: Tax ID, Tax Reporting, This Vendor Sends Me Acknowledgements, Subcontractor, PO's Created are Internal Cost Only, and Subcontractor.
The required fields are denoted with asterisks, but any information you have, that is accurate, should be entered regardless of if it is required or not. A prime example is Market Type. Your company may have chosen not to make this a required field, but it is, nevertheless, important for analyzing your business, so it should be entered whenever possible. An example of how filling in the Market Type on a new Company record is used in helpful reporting is in the e-manage Dashboard “Sales By Market”.
...
...
All-in-One New Company and Contact Form
Another option to add a new Company record is to utilize the Quick Company / Contact forum that allows you to add a Company and Contact information all in one window. Fill in the Company Information, Contact Information and select Save.
...
Additionally, you can create a Lead record all in the same window. Select the “Create a Lead” checkbox, fill in the Lead Information and Save.
...
If you want to immediately convert to a Project select “Save and Start a Project”. Alternatively, you can fill in just the Company & Contact Information and “Save and Start a Project”.
...