Another Company

Another Company

Another Company adds a second or third company to a customer who already has one. The customer keeps a single login and switches between companies from inside the ERP, but each company has its own database, its own books and its own independent subscription that you bill separately.

Where to find it

Go to New + > Another Company. For a customer who does not exist yet, use New Company instead.

Steps to create a second company

  1. Select an existing customer from the dropdown at the top.
  2. Review their existing companies. The list that appears shows customer name, company name and GST number, so you can confirm you are adding to the right account and not duplicating one.
  3. Enter the new company's details — see the table below.
  4. Choose a pack. If none is chosen the field reads "No Pack selected" and the company has no subscription.
  5. Click Create New Company.

Field reference

FieldRequiredDescription
Select CustomerYesThe account the new company is added under.
Company NameYesThe name of the new company.
Company AddressYesIts physical address.
GST NoNoThe tax registration number, where the country uses one.
EmailYesThe email tied to the company.
PhoneYesThe contact number.
Front-end DomainYesThe public domain for the company. Must not already be in use.
Back-end DomainNoThe ERP address for the company.
PackYesThe subscription pack. The price and total follow from it.
Invoices / Record PaymentsNoRaise the subscription invoice now, and record payment against it if already received.

Important considerations

PointWhy it matters
Subscriptions are independentEach company is billed on its own. Adding a company does not extend the first one's plan.
The login is sharedOne email, several companies. The customer switches between them exactly as you switch between yours.
Settings are not sharedChart of accounts, items, tax setup and users are per company and start empty.
Mandatory fieldsA missing company name, address, email, phone or pack stops the creation with an error.
Sell a second company rather than a second login. Two logins means the customer signs out and back in to move between their books; one login with two companies is a dropdown.

What happens next

The subscription joins the normal cycle — renewals, extensions and holds are all handled from Company Subscriptions alongside every other company.

Related pages

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