- Provision Help Site
- Resources
- Companies
Create a New Company
Add new Customers and Suppliers to your drop downs
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Navigate to Resources -> Companies
- At the top of the page in the Tool Bar, select the Add Button
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In the side action panel:
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Enter in Company Name (required)
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Select if a Customer
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Select if a Supplier
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Select Create Company
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Add any additional information
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Select Save
Note: A company can be both a customer and supplier OR neither.