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Company Management

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Managing Companies:

Managing Company Financials:

Managing Companies

List of Companies­

To get a list of companies managed by the system refer to http://[YOUR_SERVER]/intranet/companies. 

Find a Company

The quickest and most convenient way finding a company is probably using the ]po[ Full Text Search. A search box is located on the top right corner of each ]po[ screen. Alternatively you can go to http://[YOUR_SERVER]/intranet/companies and browse or filter by company name.

Creating a new Company

To create a new company please use the Admin link "Add New Company" on http://[YOUR_SERVER]/intranet/companies 

With every creation of a new Company, a new Office will be created which then becomes automatically the 'Main Office' of this Company. Technically Address data is always stored with an Office and never with a Company.   

The "internal" company

The "internal" company is the company ]po[ is installed for. Please make sure that there's only one "internal" company in the system.  

Assigning Employees to Companies

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Assigning Company Members

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Delete a Company

To delete a company please set its status to "deleted". 

Permissions to view Companies 

Access to customers is controlled by two methods:

1. If the user has the privilege "view_companies_all" then he can see all companies(customers and providers) directly.
2. Without the "view_companies_all" privilege the user needs to be a "full member" (read access) or a "key account manager" (write access) of the company.

This way you can provide "Senior Managers" with access to all companies without administration hassle, and you can distribute customers to your sales team so that each sales rep can't see the customer and potentially the financial information associated to it.


 

Managing Company Financials

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Managing Prices­

­Default Sales Prices for services provided can be defined in the Customer Price List Portlet of the Internal Company. 

Company Timesheet Prices


Default prices as defined for the Internal Company can be overwritten by setting prices for individual customer.
­Multiple prices can also be bulk-uploaded  by System Administrators based on a CSV/Excel sheet.

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When creating invoices with ]po[ as described in this tutorial, the price finding algorithm suggests prices based on information provided.  



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References to this Page: en:list_tutorials, en:tutorial_setting_sales_prices, en:company_tutorial Categories: Tutorials (Contents)