Create New Company for existing Customer
When a customer requires more than one company in the system, you can easily create additional companies linked to that customer. This process ensures that all related companies are managed under the same customer account, making it simpler to track and manage their activities.
Steps to Create a Second Company:
Select an Existing Customer:
- Begin by selecting the existing customer from the dropdown list at the top of the form. For instance, in the example shown, "Nagul Power" is selected as the customer.
Review Existing Company Details:
- Once the customer is selected, a list of their currently associated companies will be displayed. This list includes:
- Customer Name: The name of the customer.
- Company Name: The name of the existing company linked to the customer.
- GSTNo: The GST number associated with the company.
- Once the customer is selected, a list of their currently associated companies will be displayed. This list includes:
Enter New Company Details:
- Company Name: Input the name of the new company.
- Company Address: Enter the physical address of the new company.
- GSTNo: Provide the GST number for the new company.
- Email: Enter the email address associated with the new company.
- Phone: Input the contact phone number for the new company.
- Pack: Select a package option from the dropdown if applicable. If no pack is selected, this field will default to "No Pack selected."
Create the New Company:
- After filling in all the necessary details, click the Create New Company button at the bottom of the form. This action will add the new company to the customer’s profile, allowing it to be managed alongside any other existing companies.
Important Considerations:
- Ensure all mandatory fields, such as Company Name and GSTNo, are filled out to avoid errors during the creation process.
- The new company will inherit any applicable customer-specific settings, such as payment terms and contact details