Equitable Software

Admin Companies

Admin Companies

The Admin Companies page contains a grid that will display all companies. Search and sort the grid to locate and edit an existing company. If you are not aware of all functionality with the grids (sorting/exporting/nesting) or interested to learn more. Please view this page. You can manually add a Company by clicking the Add New button located above the grid at the top left. To edit a company click the Edit button located at the far right side of the grid. This will bring up a pop-up where you can edit the Company Name, Bill Type, Alerts, Credit Hold and Status.

Admin Companies Edit Company

When adding or editing a company there are three important items to discuss:

Bill Type

Get alerts on receiving

This will create an email event called (enter name here) that will be sent to users with this User Email Event subscription . This event will alert all users of inventory being received for this company.

Credit Hold

If this is marked as Yes – then inventory cannot be released from quarantine and orders cannot be shipped for this customer.