Accessing Contractor Company Size
Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM Section click the “Contractor Company Size" button.
Overview
The Contractor Company Size module allows users to define and manage company sizes for determining the scale of client companies. This classification helps in organizing and filtering contractor data.
Main Functionalities
-
Data Table Columns
-
Size: The name of the company size.
-
Descrp: The value or description of the company size.
How to Create a Contractor Company Size
-
Open the Contractor Company Size list.
-
Click the "+" button to open a blank form.
-
Enter the Company Size Name in the Size field.
-
Provide a Description in the Descrp field.
-
Click Save to confirm the entry.
How to Delete a Contractor Company Size
-
Select the Company Size from the list.
-
Click the Delete button.
Where You Can Use Contractor Company Size
-
Company Size Selector in Customer Management
-
When creating or editing a new Customer or Office Customer, you can select a Company Size from the Company Size selector in the Summary tab.
-
Procurement Tab for Various Entities
-
The Company Size selector is also available in the Procurement tab when editing:
-
Contacts
-
All Suppliers
-
Suppliers
-
Sister Companies
-
Shareholders
-
Fuel Suppliers
-
Hotels
-
Agents
-
CAA Authorities
-
All Operators
-
VIP Operators
-
Comm.J. Operators
-
Cargo Operators
-