Operations Customers - Create a Company with an Auto-Generated Code

1. Navigate to "Customers" section

   To create a company with an auto-generated code, navigate to "Customers" section in the operations portal.

   

2. Click "Companies"

   Click on the "Companies" screen. In order to access "Companies" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "companyEdit," "crmCompanyEdit," and "dispatch."

   

3. Click on the "Actions" button

   Click on the "Actions" button.

   

4. Select "Create Company"

   Select "Create Company" from the dropdown menu.

   

5. Enter the company name

   In the new window that appears, enter the name of the company of choice in the "Name" field.

   

6. Leave the "Code" field blank

   Leave the "Code" field blank so the system will automatically generate a unique code for the new company. Alternatively, a value can be entered in this field for a personalized code.

   

7. Click the "Add" button

   Click the "Add" button to create the company.

   

8. Verify the new company

   After clicking "Add," the system will redirect to the new company's details screen. Additional fields for the company can be updated on this screen.

   

9. Verify auto-generated code

   Verify that code was also successfully auto-generated by the system.