🏢 Creating a New Company Record (Customer or Vendor)

When adding a new company location, contact, or vendor, it’s essential to first search for existing records to avoid duplicates. While e-manage|ONE is built to minimize duplication, it cannot account for inconsistencies such as acronyms or misspelled entries.

🔍 Pro Tip: Always search by full company name rather than acronyms to improve accuracy.

🔎 Step 1: Search Before You Add

Before creating a new record, use the Search for Existing Records feature. This ensures you’re not unintentionally duplicating a company or contact already in the database.

🆕 Step 2: Choose the Right Entry Method

You have two options when creating new entries:

• New Company – Use this when you're only entering a company without contact info.

• New Company & Contact – Ideal when both the company and contact are new. This saves time and improves data consistency.

🌐 Recommended: Use the Prospecting Tool

Even if you have a business card on hand, we highly recommend using the Prospecting Tool to pull accurate company data directly from Google. This reduces errors and enhances data consistency across your system.

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📝 Manual Entry Notes

If you're entering company data manually:

• Use the Tab Key: When entering address info, you’ll skip from Address 2 to Zip Code. This is intentional. Once a zip code is entered and you tab out, e-manage will auto-populate city, state, county, and tax rate using its built-in database.

• Don’t type city/state manually unless absolutely necessary.

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🧩 Company Type Matters

Selecting a Company Type affects available fields and functionality:

• Choosing Vendor will enable additional vendor-specific fields like:

  • Tax ID

  • Tax Reporting

  • Subcontractor settings

  • Acknowledgement requirements

  • PO creation behavior

Be sure to review and fill in all applicable fields based on the selected type.

⭐ Required vs. Recommended Fields

Fields marked with an asterisk (*) are required. However, it's strongly encouraged to fill out all fields where accurate information is available.

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⚡ Quick Company & Contact Form

For a faster entry process, use the Quick Company / Contact Form, which allows you to:

• Add a Company and Contact in one window

• Optionally create a Lead Record by checking the “Create a Lead” box

• Choose to "Save and Start a Project" immediately after saving

This tool is ideal for fast-paced environments where capturing and acting on lead information quickly is key.

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📘 Next Steps:

• Set the Default Bill To

• Explore Vendor-specific Setup