Create a New Company (v10.xx)

Create a New Company (v10.xx)

Cerri Project is a multi-site, multi-company solution. Companies can be created to represent an organization’s different locations and the resources assigned to them. Customer companies can be added to the "Customer" field in the Project description document during project creation.


To create a company:

Navigate to the [Resources] module.

Select "Companies" from the contextual navigation menu on the left.




Click on the [Create] menu and select "Company".


Complete the form.



Header

Company name

The name of the company.


Location

The company location. This can be used for Public holidays, Resource documents, and in the Rates setup.

Relationship type

Reserved for future use.







General




Address

Address

Complement

Zip code

City

State/ Province

Country Code

Contact

Details for the primary point of contact at the location or customer.

Rates Management

Defines how rates will be set for this company; by resource type or by cost center. Rates are then set up in the "Rates" setup document or by project.

Destinations

Destinations

Determines which databases the company will be available in.









Billing

Customer code

The customer’s unique code. Free text mandatory field.

Invoice language

The language in which the customer's invoices will be produced. Reserved for future use.



Payment mode

Defines how the customer will pay their invoices. Single selection field with the following options:

  1. Bank wire transfer
  2. Cash
  3. Cheque

Payment term

Payment terms, e.g., "30 days"

Payment address

The address where payments must be sent. Use the drop-down arrow to select a company from the list

Bank references

The bank reference for payments.

VAT

identification

The identification for the value-added tax.





Tab label 1

The label for the first VAT tax.

Tax 1

The first VAT tax amount. Enter "0.075" for 7.5% tax.

Tab label 2

The label for the second VAT tax.

Tax 2

The second VAT tax amount. Enter "0.075" for a 7.5% tax

Billing Address

The icon in the table header allows retrieval of the current company's address.






Billing contact

Issuance location: The city from where the invoice is issued. Appears in front of the date on the invoice.

Company: The company to which the invoices must be sent.


Address: The address where the invoices must be sent.
  1. Compliment
  2. Zip code
  3. City
  4. State-province
  5. Country -code


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