Sister Companies
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Overview
This interface helps you to see the full list of sister companies and the main information about them.
With the help of filters, you can find the necessary entry quicker.
The reports help to export the information in a more convenient view to conduct the necessary analysis.
Also, you can see the deleted sister companies and to display the last added on the top.
List description
- ID – the unique ID of sister company
- Company – the name of the company
- Company Reg. Name – the registered company name
- Status – the sister company’s condition
- Compliance – the additional field with notes about compliance
- P.M. – the code of the broker
- Credit, D – the amount of credit days
- Credit, A – the credit amount
- Cur – the default currency
- Office – the sister company’s company
- CODE – the code for accounting purposes
- Country – the sister company’s location country
- City – the sister company’s city
- E-mail – the sister company’s e-mail
- Phone – the sister company’s phone
- Created – the date when the sister company’s card was created
- External ID – the slx id
- Payment method – the type of payment
Manuals
How to create/delete sister companies
- Use buttons to create/delete sister company
- The button to create sister company
- The button to delete sister company
Sorting and filtering
- Click the Filters button and select the necessary field to make the filtration
You have an opportunity to make the filtration by:
- Status, Office, Types, By Company/Category, Country, State, Services, Categories, Types selectors
- New on top and Deleted checkboxes
- By the first letter of sister company
- Tick the Deleted checkbox to see the deleted sister companies
- Tick the New on top button to display the last added sister companies on the top of the list