Adding New Company
In this chapter we'll explain how add a new corporate customer, such as a Bank or another MSB, or any other company that you deal with on a regular basis. These companies could be suppliers (wholesalers of currency) or buyers.
- Open Explorer and from the dropdown select Companies Module
- At the bottom locate and click green "+"
- To create a new Company start typing in their Name
- Hit Enter
- Fill in the new Company information to the best of your knowledge.
- Check off the applicable box in the 'Flags' field if the new company is a Supplier, VIP etc. and add Company Representatives if possible