Support • PartBase PRO Manual
| View/Edit Company - Other Info |
Company Info Sections: General Info, Other Info, View List
Other
Information
From the View/Edit Company Information window, click on the Other Information tab. This page is for entering other information as well as Financial information about the company.
| Field | Description |
| Comments | You have 4 lines to enter miscellaneous comments or descriptions |
| Salesperson | You may reference a salesperson with this company |
| Company Type | Select the company type from a dropdown list. This list is maintained in setup. |
| Customer Since | This is the date that you started doing business with this company. When adding a new company this field defaults to today's date. |
|
Manufacturers
carried |
 This
is where you list the mfg's that the current company carries.
You may modify the entry, by clicking on it. Clicking on "Add" will create a blank line where you can enter in the new item. Clicking on "Delete" will delete the currently selected item. Click "Close" to close the "Manufacturers" windows.
|
You can double-click on the MFG
code to display the manufacturer's information |
Financial Information
| Sell Terms | Select the default Sell Terms of payment from a dropdown list. This list is maintained in setup. This is used in the Sales Module. |
| Purchase Terms | Select the default Purchase Terms of payment from a dropdown list. This list is maintained in setup. |
| Credit Hold? | Check this box if company is on credit hold |
| Credit Line | Enter a $ value for company's credit line |
| Credit Notes | Any additional credit notes can be entered here |
| Resale # | Company's resale # |
| Taxable? | To set this company as taxable, put a check here. This is used in the Sales Module. |
| Ship Via | Select the default Ship Via type from a dropdown list. This list is maintained in setup. This is used in the Sales Module. |
| Purchase Ship Via | Select the default Ship Via type for purchases from a dropdown list. This list is maintained in setup. |
| Last Invoice | This is updated by Invoicing in the Sales Module. You may however overwrite the date if you wish. |
| Last Payment | This is updated in the Sales Module. You may however overwrite the date if you wish. |
