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: Bank wire transfer Cash 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. Compliment Zip code City State-province Country -code