Manage Businesses

The Business module lets you maintain master records for companies you work with vendors. Use New Business to create a profile with company name, unique code, contact person, phone/email, and status. Once saved, entries appear in the All Business List, where you can quickly scan key details (code, contact, phone, email, active status), filter/search, and perform actions from Select Action (view, edit, enable/disable, etc.). This central registry keeps partner information clean, consistent, and ready to use across jobs, quotes, POs, and invoices.

Here is a reference video:

Follow these steps:

1. From the menu click on Businesses & Customers and then click on Businesses.

2. From the listing page click on Add New Business.

3. Here you can fill up the necessary details, set the credentials for login and Save.