Sister Companies

Accessing the Sister Companies Page

Navigate to the Contractors section and under the Suppliers Types Section click the “Sister Companies” Button. 

Overview

The Sister Companies interface provides a comprehensive list of all sister companies, displaying their essential details for efficient viewing and filtering. Users can export reports for analysis, view deleted companies, and sort the list to see the newest entries on top.

Key Interface Elements

List Overview

• ID: Unique identifier for each sister company.

• Company: Name of the company.

• Company Reg. Name: Officially registered name of the company.

• Status: Current condition of the sister company.

• Compliance: Additional compliance notes.

• P.M.: Broker code.

• Credit, D: Number of credit days.

• Credit, A: Total credit amount.

• Cur: Default currency.

• Office: Office associated with the sister company.

• CODE: Accounting code.

• Country: Location country.

• City: Location city.

• E-mail: Contact email.

• Phone: Contact phone number.

• Created: Date of sister company creation.

• External ID: SLX ID.

• Payment Method: Method of payment.

Managing Sister Companies

Creation and Deletion

• Create Sister Company: Use the Create button.

• Delete Sister Company: Use the Delete button.

Sorting and Filtering

• Filters Button: Enables filtering by various fields:

  • Selectors: Status, Office, Types, By Company/Category, Country, State, Services, Categories, Types.

  • Check Options:

    • Deleted: View deleted sister companies.

    • New on Top: Display newly added sister companies at the top.

• Alphabetical Filter: Filter by the first letter of the sister company’s name.