Company

Before accessing the Company menu, Phoenix must create the company for you with the actual module that was purchased. The user must create the Countries, the Provinces/States and the Currencies before being able to enter this information.

The Company Menu allows the user to enter the companies information such as the name, the address, the city, the Federal and the Provincial Tax Registration etc. This menu allows the user to setup System options which affects the way the Phoenix Software reacts and allows to customized it to suit your business.

Under the Company Information Tab

Name: The user must enter the name of the company under this field.

Address: The user must enter the address of the business.

City: The user must enter the city.

Country: The user must select the country from the pull-down list.

Postal Code: The user must enter the postal code without space, the system will add the space.

Province: The user must select the province from the pull-down list.

Phone number: The user must enter the phone number without spaces or hyphen (-), the system will add these.

Cell Phone: The user must enter the cell phone number if applicable without spaces or hyphen (-), the system will add these.

Other Phone: The user must enter the phone number such as a 800 number without spaces or hyphen (-), the system will add these.

Currency: the user must select a Currency from the drop-down list. For example, if your company is in Canada, the user will select CA and if your company is in the United States, the user will select US.

Federal Tax Registration: The user must enter the Federal Tax Registration number.

Provincial Tax Registration: The user must enter the Provincial Tax Registration number.

Email 1: The user can enter the company's email address.

Email 2: The user can enter a second email address.

Email 3: The user can enter a third email address.

Web Site: The user can enter the company's web site.

Comments: The user can enter any comments which are pertinent for this company.

Status: The user must choose between the following status: Live - Test - Inactive.

The user must click on the Save button to save this information.

Under the System Options Tab

System Options 1

System Options 2

The user will noticed that a 2 or 3 digit codes are in front of the system option which means that the option touches that specific module.

REC - Receivables

POS - Point of Sales

OE - Order Entry

PAY - Payables

INV - Inventory

SYS - System

RF - Radio Frequency

G/L - General Ledger

Once the options has been changed, the user must click on the Company Information Tab and press the Save button to save any changes that was done in this menu.

System Options 3

The user must choose the Background color for the Main Menu by clicking on Change.

Once the user pressed on Change, the following menu will pop-up and the user must pick a color and press on OK to accept this color. The user must press the "Annuler" button if the user doesn't want to accept this color.

Once this has been changed, the user must click on the Company Information Tab and press the Save button to save any changes that was done in this menu.

Under the History Tab

This screen will keep an history of all fields that was changed to this specific user by displaying the following information:

User: The user number who made the change.

Field: The field name that was changed.

From: Old Information.

To: New Information.

Date/Time: Date and Time of change.