In the Business Partners – Company Addresses menu, you can manage information about your business partners. These records must be created before you start entering any documents.
You can choose between two methods:
manual entry of addresses
import from Excel, which is recommended when dealing with a large number of addresses.
When entering addresses, do not fill in the Bank Account tab. To populate bank account details, use the Business Partners – Company Addresses – Update All function. For more information, see the article on the address book.
Manual address entry
If you choose to add companies to the address book manually, you can do so in the Company Addresses menu by clicking the New button.
Simply type part of the company name or its registration number (IČ), and all matching companies from the ARES business register will be suggested. Once you select a company, all available details from the register will be filled in automatically.
Using the tabs in the middle section, you can add further details — for example, if the company has a different postal address, or you can attach a document related to the company using the Attachments menu.
In the bottom section, you can add contact persons, bank account details (which can also be populated using the Update All button as described above), or delivery locations. Once documents have been issued for this company, you will be able to view them in the relevant tabs, such as Sales Orders, Purchase Orders, and so on.
