Company Setup

The Company Setup form is used to store your company's address, phone number and other basic information.  This form first comes up as you are going through the New Company Setup Wizard when you have created a new company.  At that point, you should enter in all of the information about your company.  You can go back into the Company Setup form at any time to change your company information.  The Company Setup information is reflected at the top of most reports, orders and invoices that you print.

Fields

1.The Company name field is where you enter the name of your company.  This is the name that will be displayed at the top of the blue menu bar when you are in VisionCore.  When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.

2.Now you need to fill in all the other basic company information like contact name, address, zip/postal code, city, state/province and country.  This is the heading data that will be displayed on all your printed invoices, if selected.  The combo box next to the Zip/Postal Code field will list every zip code you have in your database.  If you enter a zip code that has not been used before, a message will appear asking if you want to add the add zip code.  If you choose to add the zip code then the Zip/Postal Codes form will open. As you Tab through these fields, by default, the program will skip over the City and State/Province.

3.The Phone field is where you enter your company's main phone number.  The format for the phone number field can be changed in the Phone Number Details form.

4.The Fax field is where you enter your company's fax number.  The format for the phone number field can be changed in the Phone Number Details form.

5.The E-Mail field is used to store your company's main e-mail address.

6.The WebSite field can be used to enter your company's Web site address.

7.Enter your Federal Tax ID and any other Tax ID number your company may use.  Both these fields are optional.

8.The SIC Number field is where you enter your assigned SIC number.

9.In the Business Type combo box you can select from Corporation, Partnership or Sole Proprietor.

10.The Employees field will show how many employee's are in the Employees form.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The Save button will save the selected record.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Company Setup Preview, which allows you to review and print.

The Notes button will open the Find Company Notes form where you can open existing company notes or enter an unlimited number of notes about your company.

The Close button will close the Company Setup form.

Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.