Company Type Setting

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jul 08, 2020
2 min read

It is imperative you only have ONE company record setup assigned to "Vendor" for each Manufacturer. The record should be the address you send the Purchase Orders to. Any other Vendor locations such as the Remit To or Physical Showroom must be labeled as "Vendor - Other Location" or "Vendor - Remit To".

You may also have a Company Type of "Customer / Bill To" and "End User / Install Location" to better help identify which location to start a project from. Remember you ALWAYS start a project from the Install Location.

The Company Type choice you make will determine other fields that are required based on your company's choices.

The fields (text boxes) on the Company Information Window that are affected by the Company Type Choice you make are: 

  1. Whether or not the Location Name is Required.

  2. Whether or not the Market Type Drop Down is Required.

  3. Whether or not the Sales Territory Drop Down is Required.

  4. Whether or not the Referred By Drop Down is Required.

  5. Whether or not the Status Drop Down is Required.

  6. Whether or not the Default Terms is Required.

  7. Whether or not the User Fields 1 - 4 is Required (which can be re-labeled by your admin). 

When the company Type of "Vendor" is chosen in the Company Type Drop Down List, there are a couple of triggered settings that enable or disable: 

  1. The Default Bill To becomes Default Remit To when Vendor is chosen.

  2. The Subcontractor Checkbox enables when Vendor is chosen.

  3. The "Vendor Sends Me Acknowledgements" enables.

  4. The Default AP Account Drop Down enables for users that can integrate with QuickBooks.

  5. The "I Ship COM Fabric to This Location" enables.

  6. The "Does Not Require Physical PO" enables.

  7. The "PO's Created are Internal Cost Only" enables.

  8. Vendor Tax Accounts

  9. "Payable GST / PST Template" (for Canadian Customers Only) enables. 

Note: Your administrator can adjust which fields are required based off the Company Types in the Administrator Drop Down List Setup.

Important Note: It is very important you do not delete the Company Type “Vendor” from your Drop Down List of Company Types. “Vendor” is programmed specifically to handle many functions throughout the program. If you do delete “Vendor” you can simply add it back in to your Drop Down items.