How to Add a Business (Vendor, Buyer, Service provider)

Each Business carries one or more role switches that determine where it shows up as you consign, sell, and bill.

The Create Business input screen will open and you can add information:

General enter General details

Name - the only required field.
Public Display Name, References and Short Codes, Branch, Notes, Brands.
Business role switches: Active, Vendor, Transporter, Buyer (plus, depending on your permissions, Published, Meat Processor, and Top Buyer Sheep/Cattle).
If Vendor is on, you can also set a Default Consigning Branch.
Labels — tag this Business with any custom Business Labels you've set up (managed under Settings → Labels → Business Labels). Only shows once at least one label exists.

Address enter Address details

Finance & Accounting enter Finance & Accounting details

General: banking details, ABN/ACN and GST status and BPay CRN if enabled.
Insurance: Transit Insurance and Debtor Insurance switches.
Interest: interest settings (if you charge interest).
Vendor Commission: commission bands (livestock agents only).
Vendor Splits / Buyer Splits: default commission-split allocations.
Trading Terms: overrides the Sale/Agency-level trading terms for this Business specifically.

Transactions

A live grid of the Business's billing documents (invoices, RCTIs, statements, credit notes).
View or open documents related to a Sale.
Push documents to Xero.
View or send payment advice for a document.
See details of emails sent for that document (who it went to, etc.).
Sync Financial Integrations like Xero.
Generate Financial Reports.
Export to CSV/Excel or PDF

Properties enter Property/PIC details

The Business's PICs. Each one records: PIC (required), Name, District, accreditations (JBAS, EU, NEE, PCAS), LPA #, MSA #, Default Destination Saleyards, and its own address.

Integrations

Link this Business to its Xero integrated contact card, or (if enabled) set MYOB Customer/Supplier Card IDs.

Buyer Ways enter Buyer Way details

Named buying arrangements for a Buyer: a Name, a Default Destination PIC (from this Business's Properties), and which Saleyards it applies to. Not visible for saleyard-admin businesses.

Contacts enter Contact details

The people at this Business. One can be marked the Primary Contact. Each Contact can have a First Name, Last Name, Email, and Phone, plus one or more of three possible recipient type flags.

Relationships

Links to other Businesses with a commission/rate arrangement (Relation Type, Rate Type, Value).

Merged Businesses

Every vendor, buyer, agency or service provider you deal with in AgriNous is stored as a Business.