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Adding Companies / Customers

All equipment in IndySoft Commercial Lab 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, click the Company tab on the left-hand-side menu.

Company tab

Company tab

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

New company entry

New company entry

note

The older method of accessing the Company tab via the Add / Edit list still exists.

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

Toolbar actions

IconButtonDescription
View iconViewView the company information.
Delete iconDeleteDelete the company. Only available if no existing gage records exist.
Find iconFindSearch for a particular company.
Print iconPrintPrint 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

Adjust columns button