Organisations

Creating an Organisation

Adding organisations to your system is a great way of keeping track of the information about who you do business with, as well as being incredibly
convenient for repeat customers as you can just re-use their information rather than inputting it over and over again every time.

Organisation form

Here is the form for adding an organisation to the system. A new main contact or billing address can be added while filling in the form if necessary. Not all of the fields have to be filled in if they aren't immediately important, although a few of them certainly are.

Once you save your changes you'll get access to the comments section as well
as the related content at the bottom of the screen. The main contact and
billing address can be put in there to allow those details to be auto-filled
in the future.