DC

New company

Step 1 of 5the company
Replaces: BC customer cards keyed by hand · the account setup spreadsheet
Cancel
  1. Step 1 of 5The companyWho they are
  2. Step 2 of 5How they buyContract, list and budget period
  3. Step 3 of 5Their first siteWhere the orders go
  4. Step 4 of 5Who runs itTheir administrator and ours
  5. Step 5 of 5Review and createWhat this will create
The companyWho they areStep 1 of 5
Company nameAs it appears on their orders and invoices. Everything else on this screen follows from it.SectorUsed to group them in the book and in the estate reading.
You will not be asked for an account reference. It is proposed from the name, checked against every reference already in use, and shown to you to confirm on the last step.
CancelNothing is created until the last step, and going back keeps every answer.