Add Company

Overview

The ability to add a new company to the iPDWeb application is available in the Companies Window.

 

Prerequisites

None

 

Add a Company

To add a company:

• Click on the Add Company Button.

• Enter the required information, indicated by an asterisk.

• Enter other pertinent information in the tabs as shown in the Companies Window.

• Click on the Save Button.

 

Notes

• When a company is added to the system, and it is immediately available for use in the CMS.

• Users can cancel an add by clicking on the Cancel Add Button. All information for that company will be deleted.

• Effective Date, Expiration Date, Vendor Number, Name, Company Type, City, State, and Zip Code are required fields.

• A vendor number must be unique. A unique vendor number is automatically created when a company is added.

• The effective Date and Expiration Date are automatically created as today's date and a date far in the future.