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Create a new company

Goal​

To set up a new company in the Propeller backoffice, capturing essential details such as contact information, tax information, and other attributes. This ensures proper organization and management of your B2B clients.

Step 1: Navigate to the Companies Section​

  1. In the backoffice, go to User Management, Users and select Companies (B2B).
  • This will display a list of all existing companies, showing details such as Name, Location, Groups, Contacts, and Source.

Company c1

Step 2: Open the New Company Form​

  1. Click the New Company button at the top of the Companies List.
  2. A new screen titled Company / New Company will appear, with tabs for General, Contacts, Addresses, Favorite Lists, Pricesheets, Order Lists and Attributes.

Company c2

Step 3: Fill in General Information​

  1. In the Info section:
  • Name: Enter the company name (e.g., "ABC Solutions").
  • Email: Provide the company’s general email address.
  • Tax Number: Enter the company’s tax identification number.
  • CoC Number: Enter the Chamber of Commerce (CoC) number or equivalent registration number.
  • Debtor ID: Specify the debtor ID for financial tracking.

Step 4: Add Contacts​

  1. Navigate to the Contacts tab:
  • Add new or existing key contacts associated with the company, such as purchasing managers or account representatives.

Company c4

  • Fill out details for each contact, including:

Company c4​

Step 5: Define Addresses​

  1. Go to the Addresses tab:
  • Add the company’s physical and/or billing addresses.

Company c4

  • Include:
    • Street Address, City, Postal Code, and Country.
  • Mark the appropriate address as the default for shipping or billing purposes.

Company c4

Step 6: Configure Additional Details​

  1. Favorite Lists: Add any predefined favorite lists relevant to the company.
  2. Pricesheets: Assign specific pricesheets or discount structures applicable to this company.
  3. Order Lists: If applicable, link existing order templates or standard order lists.
  4. Attributes: Include any custom attributes for the company, such as industry type or sales region.

Step 7: Save the Company​

  1. Once all details are filled in, click Save at the bottom of the form.
  2. A confirmation message will appear, and the company will now be listed in the Companies (B2B) section.

Company c4

Best Practices​

  • Accurate Details: Double-check tax and registration numbers to ensure compliance with legal and financial requirements.
  • Contacts and Addresses: Keep contact and address details updated to ensure seamless communication and logistics.
  • Default Settings: Set a default address and any applicable pricesheets to avoid manual selection during order processing.
  • Regular Updates: Periodically review and update company profiles to ensure accuracy.