🏢

Company Setup

Add and manage pharmaceutical companies and suppliers that you purchase products from.

How to Open

Menu → Setups → Company

Keyboard Shortcuts

F12 Save F5 New/Clear Esc Close

🖼️

Form Preview

Company Setup Form — Company Setup form — fields with a red left border are mandatory

📝

How to Use

➕ Adding a New Company

Open Company Setup from the menu
Fill in the required fields
Add optional details as needed
Press F12 or click Save
Confirm when prompted

✏️ Editing an Existing Company

Type the name in the Search box on the left
Select the record from the search results grid
The form fields will load with the selected data
Modify the fields you need to change
Press F12 or click Save

📋

Field Descriptions

Name Required

Official name of the company or supplier. Must be unique — the system prevents duplicate company names.

Address Optional

Postal or office address of the company.

Short Name Required

An abbreviated name or code for the company. Used in reports and compact displays.

Email Optional

Email address for correspondence. This is a multiline field that can hold distribution lists or multiple contacts.

Phone 1 Optional

Primary phone number of the company.

Phone 2 Optional

Secondary phone number.

Phone 3 Optional

Third phone number (e.g., manager's mobile).

Fax Optional

Fax number of the company.

Website Optional

Company website URL.

Role Required

Defines whether this entity acts as a Company (you receive products from them for distribution), a Supplier (you purchase and pay them), or Both. This controls which fields are visible on the form.

Supplier & Company

Shows all fields — balance, pricing, claims, tax options

Company Only

Hides balance field; shows product pricing and tax

Supplier Only

Shows balance; hides pricing type, claim, and tax options

Type Optional

Pricing model for the company. Promotion = promotional, Trading = standard traded products.

Balance Restricted

Outstanding payable balance to this supplier. When changed, a "Balance Correction" entry is recorded in the Company Ledger.

🔒

This field is only editable if your user group has the cpbal permission.

Claim (%) Optional

Claim share percentage for the company (e.g., expiry claims or unsaleable return percentage).

Policy Optional

Claim policy days or additional claim processing guidelines.

Batch Expiry Required Checkbox

If checked, batch and expiry information must be entered when purchasing products from this company.

WHT Exempted Checkbox

Check if this company is exempt from Withholding Tax deductions on purchases.

GST Exempted Checkbox

Check if this company is exempt from GST on purchase invoices.

Stock Hold Checkbox

If checked, products from this company are put on hold and excluded from the Sales & Stock report (SSR).

Active Checkbox

Controls whether this company appears in dropdowns. Checked = Active. Uncheck to hide without deleting.

🔘

Buttons

Button	Shortcut	What it Does
🔍 Search	F1	Opens the search panel to find an existing record by name.
💾 Save	F12	Saves all changes. The system will ask for confirmation before saving.
❌ Close	Esc	Closes the Company Setup screen.

💡

Important Notes

ℹ️

No Duplicate Names: Two companies cannot have the same name.

💡

Role Selection: Select the correct Role first — it controls which fields are shown or hidden on the form.

⚠️

Balance Changes are Audited: Any change to the Balance field is logged as a "Balance Correction" in the Company Ledger.