Companies
At the company level, the hierarchy can be divided into distinct trading entities or, in some cases, companies are classified as individual brands or concepts. This division of the structure into separate entities enables ease of control over the sites below the company, facilitating the management and setup for large organisations with ease.
Company Topics
Adding New Companies
Follow these steps to add a new company:
-
From the organisation tree view select the required Organisation so that it is highlighted
-
Click Add | select Company
-
Enter the following details, Company Name | ensure the correct organisation is selected
-
Click Add
-
Set any additional fields as required, References | Address and Location | Contact and Social Details | Operating Settings
-
Click Save
Sync Status
The sync status gives visibility of the latest status updates between Zonal Connect and Aztec.
| Icon | Status |
|---|---|
|
|
Sync OK |
|
|
Sync in Progress |
|
|
Sync Failed |
Information
The following information is displayed when viewing a company:
-
The overall status of the company is displayed next in the status bar next to the dates
-
Clicking the status icon will display a status of the company
-
Sync OK - all company information correctly synced
-
Sync in Progress - updates to the company are currently being synced
-
Sync Failed - failed updates to the company | click Sync Now to re-run the sync process
-
Field Settings & Information
Names
The names section allows you to manage the names of your companies.
| Field | Description |
|---|---|
| Company Name | Internal company name displayed in Zonal Connect - 50 characters |
| Trading Name | Trading company name used in Zonal Connect - 50 characters |
| Location Tags | Location tags assigned to the company |
References
The references section allows you manage all of the custom IDs for links through 3rd party applications.
| Field | Description |
|---|---|
| Company Reference | Company reference field - 50 characters |
| Optional Reference | Optional company reference |
Address & Location
The address and location section allows you set the company address and location details.
| Field | Description |
|---|---|
| Address Line 1 | Address details of the company - 50 characters |
| Address Line 2 | Address details of the company - 50 characters |
| Address Line 3 | Address details of the company - 50 characters |
| City | City of the company - 50 characters |
| County | County of the company - 50 characters |
| Postcode | Postcode of the company - 9 characters |
| Country | Country of the company |
Contact & Social Details
The contact and social details section allows you set all contact methods for the company.
| Field | Description |
|---|---|
| Telephone Number | Telephone number of the company |
| Email Address | Email address of the company |
| Website | Website of the company |
Operating Settings
The operating settings and times allow you to manage default settings for the company.
| Field | Description |
|---|---|
| VAT Number | VAT number of the company |