It is highly recommended that the company database is populated to the fullest extent before proposal record creation begins.
Create a new Company record
To navigate to the Companies Database select Companies on the main navigation
Select Create Company
Complete the Company details form, below are descriptions for the required fields:
Company Name: The name of the company.
Company Key: This is a reference identifier and can be included on the proposal or project sequential reference by an admin.
Office: The office that manages this client record.
Company Type: Select between Client, Supplier or Internal.
Our Rep: The user within your organisation who manages this company record.
Once the company record is created you can begin to populate further company details on the overview page.
Reference: This is the sequential reference for this company record.
Global: By marking this 'Yes' offices other than the selected office will be able to create proposals against this client.
Company Status: Whether this is still an active or in-active client. If marked in-active no new records can be created using this company, while existing records will still work fine.
Parent Company: You can add the parent for the company record if required.
Company Logo: Upload a logo to better identify this client on the index and for the client logo to appear on the invoice PDF.
Website: Add the link to the Company Website.
Company Organogram: Upload the company structure.
Add Office Addresses
The Company address is recommended to be completed before the project as this information will need to be used for both Purchase Orders and Invoicing.
Select the Office Address tab next to the overview at the top of the screen.
Each Company record can contain multiple office addresses and can be used for selection throughout Proteus.
Select Create Office Address, add the required address details and select Create once complete.
If an address is in use - the address was selected against an invoice - then the address can no longer be deleted only changed.
Select the 3 dots against an address to Delete an existing Address.
Add Contacts
A company contact is required when creating a proposal record, we recommend creating it within the company database however you can do so while creating the proposal as well.
Select the Contacts tab
Each Company record can contain multiple contacts and can be used for selection throughout Proteus.
Select Create Contact, add the details then select create once complete
You can delete an existing contact if not in use via the 3 dots.
Credit Check
This feature is not active by default. Make a request via Intercom to have this feature turned on.
The credit check function is to manage the risk with each client, this can be done as often and as little as you like.
Select the Credit Check tab then select the Create Credit Check button
You will have to Complete the Credit check form with the following being required:
Select the Risk Score; Low, Medium or High.
Select the Approval; Pending, Approved or Rejected.
Add the Date of Check.
Add a Comment for the Credit Check
Once the details are chosen Select Create
If the credit check is Pending then it can still be updated until it has been marked as either Approved or Rejected.
