Adding Companies / Customers

All equipment in IndySoft Calibration Management is keyed off a particular Company. The term Company may also refer to a large department, a library of equipment, or a customer. However it's used, each Company has its own list of equipment, security settings, and selection lists. Various other fields and events can also be customized per Company.

Adding a new company

To add a new customer or company:

1. Click Add / Edit and select Companies.

   

   Add/Edit → Companies menu

2. Click Launch External Dialog to open the Add/Edit Company dialog.

   

   Add/Edit Company dialog

3. Click the Add New icon on the toolbar. Enter the information for the new company and click Next.

   

   New company entry

You can enter Billing, Shipping, and Alternate Addresses on the Information tab. The other tabs in the dialog are for customer-specific information. New company info is displayed in the Company dialog on the Equipment Layout and in the Add/Edit location.

Toolbar actions

Icon	Button	Description
	View	View the company information.
	Delete	Delete the company. Only available if no existing gage records exist.
	Find	Search for a particular company.
	Print	Print the list of companies.

Adjusting grid columns

Adjust the columns shown in the grid using the button in the top-left corner:

Adjust columns button