Adding Companies / Customers

All equipment in IndySoft Calibration Management is keyed off of a particular Company. The term "Company" might also refer to a large Department, a library of equipment, or a Customer. However it is used, each Company has an entirely separate list of equipment, security settings, and selection lists. Also, various other fields and events can be customized for each Company.

If you need to add a new customer or company, click the Add / Edit menu option and select "Companies."

Click "Launch External Dialog" if you'd like to open the Add/Edit Company dialog box.

Click the "Add New" icon  on the toolbar. Enter the information for the new company and click "next."

You can enter Billing, Shipping, and Alternate Addresses on the Information tab.

The other tabs in the Add/Edit Company dialog are for customizing Customer-specific information. New company info will be displayed in the Company dialog on the Equipment Layout and in the Add/Edit location.

Click the "View" icon on the toolbar to view the company information.

To delete a company, click the "Delete" icon on the toolbar. Note: Companies can only be deleted if no existing gage records exist.

To search for a particular company, click the "Binoculars" icon on the toolbar.

To print the list of companies, click the "Print" icon on the toolbar.

You can adjust what columns are shown in the grid by using the button in the top-left-hand corner of the grid. See the screenshot below:

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