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How to Manage your Companies

Alice POS has a great management system to track all of the companies you are doing business with. Here’s how to make good use of it:

How to Create a Company

  • Go into the Contact module.
  • Select the “Company” radio button.
  • Click “Add a company” icon.
  • The Add company window will be displayed.
  • Enter in the information relevant to the company such as name, phone number, address, Company type, etc…
    1. Select the type of company: public or private
    2. Determine if this is your Company’s quick sale customer
    3. Company name
    4. You can assign a price list to the company
    5. Specify the division if dealing with a large business (ex: shipping, laboratory, etc…)
    6. Assign a consignment % if applicable
    7. Add the company number if applicable
    8. Select the language
    9. Choose the Company’s type based on what previously configured
    10. Set a tax group if the business has a special tax rule (Ex: HST excluded)
    11. Check the “Mandatory reference number on sale” field if you would like to use P.O. numbers for your companies
  • Click on Ok.

How to Find a Company

In the Contact module, select the “Company” radio button and enter the company name in the search bar.

or

In the Invoice module, find the company using the search field under “Customer.” Then, click on the “Go to contact” in the bottom left corner.

How to Edit a Company

  • Go into the Contact module.
  • Select the Company radio button.
  • Search for the company on the left-hand side of your screen.
  • Double click on the company to prompt Company edit window.
  • Make the necessary changes.
  • Click OK.

How to Delete a Company

  1. Go into the Contact module.
  2. Select “Company”.
  3. Search for the company on the left-hand side of your screen.
  4. Click on the “Delete Company” icon represented by the X under Contact/Co. section.
  5. A confirmation message will be displayed.
  6. Indicate the reason for deleting this company to confirm.
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