{"id":55938,"date":"2021-07-07T11:42:19","date_gmt":"2021-07-07T11:42:19","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=55938"},"modified":"2025-09-10T17:17:02","modified_gmt":"2025-09-10T17:17:02","slug":"mark-company-as-a-client-supplier","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/mark-company-as-a-client-supplier\/","title":{"rendered":"Mark Company As A Client\/Supplier"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h3>Mark Company As A Client\/Supplier<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><span>1.<\/span><span>\u00a0First, open the Company you would like to edit.\u00a0<\/span><span><strong>Click on <\/strong>the tab\u00a0<strong>Details<\/strong>.<\/span><\/p>\n<p style=\"text-align: justify;\"><span>2. Mark company as a client or supplier. <strong>Click on<\/strong> the\u00a0small square <strong>&#8220;Client&#8221; or &#8220;Supplier&#8221;<\/strong>.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-05-21-v-14.21.41.png&#8221; title_text=&#8221;mark-client-supplier&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>&nbsp;<\/p>\n<p>2.\u00a0<span>Fill in details.\u00a0<\/span><strong>Mandatory fields<\/strong><span>\u00a0are red underlined (can be different by country settings).<\/span><\/p>\n<p>[\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\">3. Press <strong>SAVE<\/strong> button.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/mark-client-supplier.png&#8221; title_text=&#8221;mark-client-supplier&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Do not forget to check\u00a0<strong>Sales maturity (days) and\u00a0Purchase maturity (days) in the tab Details.<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Sales maturity (days)<\/strong><\/td>\n<td>it is the time period between the date of issue and the due date when creating a Sales Invoice. Insert the number of days.<\/td>\n<\/tr>\n<tr>\n<td><strong><span>Purchase maturity (days)<\/span><\/strong><\/td>\n<td>it is the time period between the date of issue and the date of payment when creating a Purchase Invoice. Insert the number of days.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-05-21-v-14.33.47.png&#8221; title_text=&#8221;sales-purchase-maturity&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><strong>In the tab Adressess<\/strong> &#8211; you can check a default Ordering adress, Correspondance adress and Registered office address.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-05-21-v-14.35.42.png&#8221; title_text=&#8221;choose-adress&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|428px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #f26522;\"><strong>Tips &amp; Tricks\u00a0<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\"><strong>If you completed<\/strong> the field <strong>Sales Maturity<\/strong>, the Teamogy system will automatically enter the<strong> day of the payment in the newly created Sales Invoice<\/strong>.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mark Company As A Client\/Supplier1.\u00a0First, open the Company you would like to edit.\u00a0Click on the tab\u00a0Details. 2. Mark company as a client or supplier. Click on the\u00a0small square &#8220;Client&#8221; or &#8220;Supplier&#8221;.&nbsp; 2.\u00a0Fill in details.\u00a0Mandatory fields\u00a0are red underlined (can be different by country settings).3. Press SAVE button.Do not forget to check\u00a0Sales maturity (days) and\u00a0Purchase maturity (days) [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-55938","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.9 - aioseo.com -->\n\t<meta name=\"description\" content=\"Mark Company As A Client\/Supplier 1. First, open the Company you would like to edit. Click on the tab Details. 2. 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