Set up a Company

A Company represents a legal or operational business entity through which all core interactions and transactions within the ERP system are managed

Project Data > Companies

To set up a company in Projectview ERP, where the company entity is used as the central point for all ERP interactions

Visual Walkthrough

To set up a Company you are going to use dynamic search bar by typing "Companies"

To add a new Company , click the “+” button “New Record”.

After pressing the + button, you will be taken to the following screen. To create a company, the Company Code is a mandatory field. However, you can also enter additional information such as Contacts, Address Data, and Supplier Tax Office/Banks in the More Data tab. Finally, press the Save button to complete the process.

Video Walkthrough