Offices/Companies

Accessing Offices/Companies

Navigate to the Settings section and under the System Setup Section click the “Offices/Companies” Button.

Overview

The Offices/Companies module allows users to manage all company-level data within the system, including core information, contact details, documents, and banking information. It supports the creation, modification, and synchronization of office data with MS Dynamics 365.

Main Interface Features

Company List Table

Displays all existing company records with essential fields:

CODE – Unique identifier for the company
Name – Short name of the company
Full Name – Complete registered name
Phone – Contact number

Search, Filters, and Sort

You can search or sort entries using the following fields:

Code
Name
Phone number

Additional Options:

Deleted checkbox: View companies that have been marked as deleted.
Clear Filters: Resets all active filters.

Actions

New – Open the New Company form to create a new entity.

Delete – Removes the selected company from the list.

Sync with Dynamics 365 – Push company data such as Customers, Vendors, Departments, Warehouses, HSN/SA Codes into MS Dynamics 365. This appears only if your system has the relevant configuration enabled.

Company Details Page

Upon double-clicking a company entry or pressing "New", a multi-tabbed form opens with the following tabs:

Information Tab

Required Fields:

Code – Company code (mandatory)
Name – Short name (mandatory)
Currency – Base currency (mandatory)

Optional Fields:

Full Name – Full legal name
VAT Id / GST No – Tax information
C.Code / PAN No – Company/PAN number
License No – Operating license
Settlement Currency – Company’s settlement currency
Priority - Priority in the list
Parent Company – Select a parent entity
Country / State – Company Country / State
Language – Company Language
Start Month - Month the company started its activities
Customer Portal – Used for Cargo Booking
Notes – Free text area for internal comments

Checkbox Options:

Default – Sets this as the default company
Double Language for Reports
Generate Doc No. by Location

Buttons:

Add – Create new company

Update – Save changes

Upload – Add company logo

Delete – Remove this company

Contacts Tab

Manage company contacts here.

Features:

View, add, edit, or delete contacts
New Contact – Opens a form with multiple tabs:
- Main Info: Basic contact details
- Additional Fields: Broker, departments, etc.