Inside a company record
Open a company from the Companies list to see everything Dynition knows about that buyer, organized into tabs.
The tabs
- Overview is the default view when you open a company: key metrics plus recent orders, POs, and activity at a glance.
- Activity is a timeline of what's happened with this company.
- Addresses holds billing and shipping addresses. These are what incoming orders are matched against, so keeping them current reduces mismatches.
- Contacts are the people at this company, including who sends and approves POs.
- Documents are files attached to the company.
- Orders, Purchase orders, and Quotes show everything commercial tied to this company, each filtered to just this buyer.
Why addresses matter
When an order's billing or shipping address doesn't match an address on the company, it can't be placed automatically. Adding the buyer's real addresses here, or confirming a match once, means future orders match cleanly.
Contacts work the same way and have their own record with the same tabs. See contacts.