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3. Company

Reference Number: AA-00573 Views: 2664 Created: 2011-12-06 08:56 Last Updated: 2017-12-01 12:01 0 Rating/ Voters

In this section

Company tab

Search for a Company

Add a Company record

Edit a Company record

View drivers or customers linked to a Company

Delete a Company record

Company tab

The Company tab is where you maintain the records of companies that rent vehicles from you or corporate clients.

 

Individual drivers may be attached to a company record. This can be useful if you offer discounts to your corporate clients.

The following getting started video shows the basics of editing/ adding a company; Adding/ Editing a Company. 

 

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Search for a Company 

1. Open the Reservations menu.

 

2. Click "Customer Maintenance".

 

3. On the Customer Maintenance page, click the "Company" tab.

 

4. On the Company page (see Fig. 1), enter the name of the company and/ or the account number. You can also view companies for a location, active companies, companies with an account number and order the results by account number or company name.

 


Fig. 1. The Company page

 

5. Click "Search" or "View all records" to display the matching company records (see Fig. 2). You can then edit the company record, view the authorised drivers for the company or delete the record entirely.

 


Fig. 2. Matching companies


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Add a Company record

1. Open the Reservations menu.

 

2. Click "Customer Maintenance".

 

3. On the Customer Maintenance page, click the "Company" tab.

 

4. On the Company page, click "Add Company" (see Fig. 3).

 


Fig. 3. Click to add a company record

 

5. On the New Company page (see Fig. 4), enter the required company information.

 


Fig. 4. The Add Company Page

 

NOTE: For more information on each field found on the New Company page, see Table 1.

 

6. Click "SUBMIT" to save the new company record.

 

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Edit a Company record

1. Display the company records you want to edit (Search for a Company).


2. Click the company name (highlighted in red) of the record you want to edit (see Fig. 5).

 


Fig. 5. Click to edit a company record

 

3. On the Update Company page, make any necessary changes.

 

4. Click "SUBMIT" to save the changes.

 

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View drivers or customers linked to a Company

1. Display the company records you want to edit (Search for a Company).


2. Click "View" under the Drivers column for the company whose drivers you want to view.

 

3. The list of drivers or customers associated with the company will be displayed (see Fig. 6). From the Driver List page you can edit the driver record, view a history of the driver's bookings or delete a record. 

 


Fig. 6. The list of drivers linked to a company

 

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Delete a Company record

To delete a company record there must be no driver records linked to the company, to delete the driver records linked to a company see the View drivers or customers linked to a Company section.

1. Display the company records you want to edit (Search for a Company).

2. Look for the company record you want to delete, then click "Delete" under the Delete column (see Fig. 7).

 


Fig. 7. Click 'X' to delete a company record

 

3. Click "Yes" on the confirmation message to delete the record. 

 

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Table 1. The Company fields

Name Required (Yes/No) Description
Company Yes The company name 
Location No The location where the company is registered as a customer
Account No. No The company's assigned account number
ABN No. No The company's ABN number
Payment Type Yes  How Payment is made by default for this Company
Account Payment Terms No The payment terms for this Company. These are setup under "System Setup", then "Tender Type" and then "Account Payment Terms".
Charge Sales Tax Yes States whether sales tax is applied to this Company
Toll Billing Account Yes States whether this Company is an account billing customer in relation to tolling integration.
Rate Discount No The rate discount applied to reservations made by the company
Contact First Name No The first name of the company's designated contact person 
Contact Last Name No

The last name of the company's designated contact person

Contact Title No The title of the company's designated contact person
Notes No Additional notes on the account
Address No The company's street address
Suburb/Town No The suburb/town where the company is based
State/Province No The state/province where the company is based
Post Code No The customer's postal code
Country No The customer's country of origin
Web Site No The company's web site address
Email No The company's email address
Phone No The company's contact telephone number
Mobile No The company's contact mobile number
Fax No The company's fax number
Customer Account Code NoThe account code for use with financial integration

 

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