Create Company record
Create Company record
To navigate to the Companies Database select Companies on the main navigation
It is recommended to create and populate your company databases before creating a record as this will save both time and avoid confusion
Select Create Company
Complete the Company details and then Select 'create' once complete
Company Name: The name of the company.
Company Key: This is a reference identifier and can included onto the proposal or project sequential references by the admin.
Office: The office that manages this client record.
Company Type: Select between Client, Supplier (Which allows you to create purchase costs against) or Internal.
Our Rep: The user within your organisation who manages this company record.
Once the company record is created you can populate more 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
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 Office Address
Each Company record can contain multiple office addresses and can be used for selection throughout Proteus.
Select Create Office Address and add the details, select create once complete
Select the 3 dots to Edit or Delete an existing Address
Add Contacts
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 Contacts
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
Click the 3 dots to Edit or Delete an existing Contact.
Credit Check
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 Credit Check then Create Credit Check
Complete the Credit check
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
Select Create once all details are complete
If the credit check is Pending then it can still be updated until it has been marked as either Approved or Rejected.
