Companies

Dashboard

The main table displays all existing companies with the following columns:

• Name: Shows the company name along with its unique Company ID.
• Org Unit: Indicates the organizational unit the company belongs to.
• Public Customer: A checkbox indicating whether the company acts as a public customer.
• Public Vendor: A checkbox indicating whether the company acts as a public vendor.
• Delete: Allows removal of a company. Clicking it triggers a confirmation popup; once confirmed, the company is deleted from the system.

Users can also perform the following actions:

• Reload: Refreshes the list of companies to reflect the latest changes.
• Create: Opens a popup for creating a new company.

Add New Company

The Create flow involves two steps:

• Create Company Popup:
  • Name: the company name
  • Company ID: a unique identifier of the company.

After submission, the second popup appears.

• Select the Company popup:
  • Select an Org Unit the new company belongs to.

Once both steps are completed, the user is redirected to the Company Create page.

Company Create page

Company Information

Company Information card displays general company details:

• Name (read-only): entered in the Create Company popup
• Company ID (read-only): entered in the Create Company popup
• Email
• Active: toggle Yes/No
• Contact Phone 1
• Contact Phone 2
• Currency: selected from existing currencies in the system
• Public Vendor: checkbox. When enabled, the company becomes available for selection during the creation of a public vendor.
• Public Customer: checkbox. When enabled, the company becomes available for selection during the creation of a public customer.
• Comments: optional notes

Tabs

The company page includes a tabbed interface for managing additional details:

• Contacts:

  • Add new contacts with the following fields: Name, Email, Phone 1, Phone 2, Position, Sex (dropdown: Male/Female)
  • Save or delete each contact.

• Billing Information

  • Contains fields related to invoicing and payment preferences (details depend on configuration).

• Addresses

  • Add address details with the following fields: Country (selected via popup), City, Address Line 1, Address Line 2, Index, Primary (checkbox)
  • Save or delete each address.

Settings

The EDI Settings card allows users to configure external EDI systems and link them to the company.

• Enable External EDI: Checkbox to enable editing of EDI fields.
• Type Dropdown: Includes a new "Local" type as the default. Local type:
  • Disables editing of the settings table.
  • Does not display the company linking row.
  • Allows saving without linking a company.
• Link Company:
  • Displays a one-row view with a "Link/Unlink" button and popup for selection.
  • Only one company can be linked to an orgunit.
  • Buyers and suppliers can link the same orgunit separately and to different companies.

Company Details Page

The Company Details page displays all information and cards configured during creation.

Actions

• Edit: Opens the form in edit mode, allowing changes to all fields except:

  • Name (read-only)
  • Company ID (read-only)

• Delete: Triggers a confirmation popup. Once confirmed:

  • The company is deleted from the system.
  • If the company was marked as a Public Vendor or Public Customer, all associated Public Business Partners update their status to "Rejected by Vendor/Customer".