Companies
Companies¶
External companies are represented by the Company database model. Each company may be classified into the following categories:
Multi Purpose
A company may be allocated to multiple categories, for example, a company may be both a supplier and a customer.
Edit Company¶
To edit a company, click on the Edit Company icon in the actions menu. Edit the company information, and then click on Submit.
Permission Required
The edit button will not be available to users who do not have the required permissions to edit the company
Disable Company¶
Rather than deleting a company, it is possible to disable it. This will prevent the company from being used in new orders, but will not remove it from the database. Additionally, any existing orders associated with the company (and other linked items such as supplier parts, for a supplier) will remain intact. Unless the company is re-enabled, it will not be available for selection in new orders.
It is recommended to disable a company rather than deleting it, as this will preserve the integrity of historical data.
To disable a company, simply edit the company details and set the active attribute to False:
To re-enable a company, simply follow the same process and set the active attribute to True.
Delete Company¶
To delete a company, click on the Delete icon under the actions menu. Confirm the deletion using the checkbox then click on Submit
Permission Required
The edit button will not be available to users who do not have the required permissions to delete the company
Take Care
Deleting a company instance will also remove any orders or supplied parts associated with that company!
Contacts¶
Each company can have multiple assigned Contacts. A contact identifies an individual who is associated with the company, including information such as name, email address, phone number, etc.
The list of contacts associated with a particular company is available in the Contacts navigation tab:
A contact can be assigned to orders, (such as purchase orders or sales orders).
Addresses¶
A company can have multiple registered addresses for use with all types of orders. An address is broken down to internationally recognised elements that are designed to allow for formatting an address according to user needs. Addresses are composed differently across the world, and InvenTree reflects this by splitting addresses into components: - Line 1: Main street address - Line 2: Extra street address line - Postal Code: Also known as ZIP code, this is normally a number 3-5 digits in length - City: The city/region tied to the postal code - Province: The larger region the address is located in. Also known as State in the US - Country: Country the address is located in, written in CAPS
Here are a couple of examples of how the address structure differs by country, but these components can construct a correctly formatted address for any given country.
UK address format: Recipient Line 1 Line 2 City Postal Code Country
US Address Format: Recipient Line 1 Line 2 City State Postal Code Country
Addresses can be accessed by the Addresses navigation tab.
Primary Address¶
Each company can have exactly one (1) primary address. This address is the default shown on the company profile, and the one that is automatically suggested when creating an order. Marking a new address as primary will remove the mark from the old primary address.