Company record

Add company

Capture the account details staff need before quotes, orders, and invoices start using this company.

Company identity

Name is required. Reachable email or phone keeps the record out of the incomplete queue.

Company nameWebsite domainPrimary emailPrimary phone

House account and tax

Use pending review until accounting has approved terms or tax paperwork.

House accountStandard companies pay per order. House accounts can carry terms.Payment termsRequired before an active house account can invoice on terms.

Tax exemptTax certificate IDUse the certificate or resale document reference accounting will recognize.

Primary point of contact

Email links the person into the tenant customer book and marks them primary for this company.

First nameLast nameContact emailRequired when adding a contact.Contact phoneRole

Billing address

Add the address accounting should use first. Delivery addresses can still be captured per order.

LabelAddress line 1Address line 2City

StateZIP

Address notes

Internal notes

Keep accounting context, approval notes, or ordering preferences here.

Notes

Saves the company, primary contact, and billing address together.

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