Companies

The Companies view lets operators manage company records - legal entities and billing/shipping address roles that used during order intake.

Companies is where you maintain company records used in the order intake context: legal entities, locations, and how addresses are used - billing and shipping.

Each card represents a company and shows key details such as the company name, location type (for example, warehouse, headquarters, or office), address, and optional role tags.

Each card includes Edit and Delete actions for managing the record. Select + Add new company to create a new entry. You can also use the sorting option to control the order of the list.

Ensuring the accuracy of this information is essential for resolving customer issues and ensuring the correct address is used when orders are captured from documents. Companies added or updated in the Order Intake Cockpit are also available in the Management Dashboard, and changes in the dashboard are reflected in the cockpit.

Companies list

Adding a company

1

Start creating a company

In Companies, select + Add new company to open the creation flow.

2

Enter company and location details

Provide the required information, such as company name, address, and location type. Assign billing and shipping details where applicable so order intake and processing use the correct addresses.

3

Save the company

Save the record. The company is added to this cockpit list and is also available in the Management Dashboard company directory.

Adding a new company