Creating new companies

How to create new companies in Visma Business.

Om denne oppgaven

Company creation in the Settings and integration wizard

Prosedyre

  1. In the Create companies window you have the possibility to create a demo company and additional companies.
  2. Select the Create demo company checkbox if you want to create a demo company.
    1. Enter a numeric value in the Company number field. The company will alway be named Visma Demo.
    2. Select the Import demo data checkbox if you want to import demo data. This will import a standard set of customers, products etc. that can be used to test functionality in Visma Business.
    3. Select the Import postal addresses checkbox if you want to import the postal addresses to the demo company.
  3. In the Create additional companies section you can add new companies.
    1. Enter a numeric value in the Company number field (we recommend using a number between 1 and 9999.) You can not use the same number for several companies.
    2. Enter a value in the Company name field.
    3. Select the Import demo data checkbox if you want to import demo data. This will import a standard set of customers, products etc. that can be used to test functionality in Visma Business.
      This will import a standard set of layouts, users, access groups, etc.
    1. Select the Import postal addresses checkbox if you want to import the postal addresses to the demo company.
    1. Click Add to add the company list. Repeat these steps to add more companies. To edit information of a company, select the company in the list, update the information and click on Update. To remove a company from the company list, select the company in the list and click Remove .
  4. Click Next.

Resultater

The companies you have selected will be created.


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