Having a list of all the companies you do business with can make a massive impact on your rate of growth. IndicaOnline Distro allows you to keep up-to-date records of all the establishments you have relations with, as well as the key contacts within them.Table of Contents:Adding a New CompanyCompany ListCompany ProfileAdding a New CompanyNavigate to Companies→Add New Company on Distro Web.You will be redirected to the Add new company menu.Here you can select the appropriate COMPANY TYPE. Please note that you might require a company with Transporter indicated as the type to create Metrc transfer templates. This company type does not support Sales Orders.Under the GENERAL INFO section, you will be able to add the company name, contact information, and an image.In the CUSTOMER MANAGEMENT SECTION, you can indicate Payment Terms, specify a Sales Representative, and add a Tag. If the company has been missing payments or behaving in a less than professional manner you can mark them as Delinquent by enabling the corresponding toggle.If you select Laboratory as the COMPANY TYPE, the CUSTOMER MANAGEMENT SECTION will be replaced by the SERVICE COST SECTION. Here you can indicate the type of testing they do, whether it be Rnd or Compliance, as well as the Cost of the procedure.Once you are done filling out the details, you can click the SAVE COMPANY button.Company ListNavigate to Companies→Companies. You will see a list of all the businesses you have added.You can search for Companies using the search bar, as well as apply filters for more precise results.There is an option to edit (pencil icon) or delete (trash can icon) any company from the list, using the corresponding buttons.Company ProfileOpening a specific Company from the list will direct you to the Company Profile page.You can select the type of data you would like to view on the left side of the screen.In the General Information tab, you will see Balance, Total Spend, Top Products, Total Sales Orders, and how long the company has been working with you.The Sales Orders tab allows you to view all orders associated with this company. You can cancel orders, take payment, and print an invoice or a packing slip from the Actions menu.In the Invoices tab, you will find all outstanding invoices. You can see their payment statuses, when they are due, as well as how much a given establishment owes. Clicking on the Card icon will allow you to take payments, while the Eye icon will allow you to view the invoice in more detail.The Licenses tab will show you the licenses associated with this office, as well as the timeframe of their validity. You can Edit or Delete them using the corresponding buttons.You can view all indicated addresses that a company has in the Addresses tab. You can Edit or Delete them, as well as add entirely new ones by clicking the Add Address button. The Notes field will show you any notes you have taken in relation to the company. Once again, you can Edit/Delete them or add new ones by clicking Add Note.You can see all actions performed by staffers in the History tab.Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.