Add a New Company

How to add new companies for your suppliers and clients.

Table of Contents

Adding a new Company to Prestartr Bulk Import Import Company Sample Template Bulk Importing Companies

Adding a new Company to Prestartr

You can add individual a Company  via the New Company button in the header of the Company module.

💻

 

Before Companies…

The following questions will help guide you through how to create or set up a new Company in Prestartr.

 

  • How many Companies do you need to add?
    • If you need to add more than one at a time, use the Bulk Import tool.
  • How often does your Company register change?
    • Frequent changes can be streamlined using our Import/Export tool.

 

If you are ready to add a new Company by hand, click the Details tab above to begin. 


To do a Bulk Import, see the instructions below.

 
Flip Card
Default
Hover

Click here for video overview!

 
 
 

Details

When creating a new Company manually, there are three sections of information available to populate:

  • Details
  • Address
  • Insurances

A full list of the fields available are listed below, divided by their specific section.

When creating a record in the Company module, the only required field is the Name field in Identity.

Details

  • Name
  • Email
  • Phone
  • ABN
  • Fax
  • Website
  • Company Groups*
  • Client Markup %
  • Note  

If a Company is not set against a Group - it cannot be selected as a Supplier on Purchase Orders.

 
 

Address

  • Street    
  • City    
  • State    
  • ZIP Code    
  • Country    
  • External
 
 

Insurances

  • Workers Compensation | Expiry Date
  • Prof. Indemnity | Expiry Date
  • Product Liability | Expiry Date
  • Public Liability | Expiry Date
  • Motor & Plant Insurance | Expiry Date
  • Technology & Cybercrime Insurance | Expiry Date
 
 
 
 

Bulk Import

Import Company Sample Template

To import multiple Company records into Prestartr, use the Export as Sample option from the Import/Export button in the Company module.

This will download the Company Import Template CSV.

There are currently 15 Available Fields for Companies.

Of these fields, only Name is required to import a Company record into Prestartr.

When using Company Groups, record the lowest level of the Child Group in Column H in the Import Template.

Bulk Importing Companies

Once the template has been updated with the relevant information, click Import from the Import/Export button in the Company module.

Select your Import Company CSV Sample file.

It will process and import the Company records.