Creating a New Company
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About New Company

The New Company Wizard features a step-by-step approach in setting up your initial company information in ManageMore. By simply answering a few questions, you can allow ManageMore to automatically enter basic information about your company, such as billing and shipping addresses, phone numbers, finance charges, taxes and other items.

This process sets up only the basic information needed to create your company. Upon first opening the company, you will be presented with a checklist of items to complete the setup of your company database.

In this Topic
   Field by Field Help - New Company
   Q & A - New Company

Related Topics
   2.2   Registration
   2.4    Open Company / Login
   2.5    Edit Company Info
   3.1   Locations
   3.6    Setup Accounting
   3.8    Setup Options

Field by Field Help - New Company


Go back to the previous step.

Go to the next step. You can press <Enter> to activate this button.

Finish creation of the new company. This button will appear on the last step of the wizard.

Cancel the creation of the new company.

Select Data Path

Data Path
This is the location where the program will store the company data. By default, it will be set to a folder under the program path (e.g. Intellisoft\MMWin\Data1). The program will create the folder if it does not exist. Click Browse to search for and select a different folder, if desired.

If you are running a multi-user version, you will want to choose a path on the network file server. This folder should be accessible (full access) to all users. We recommend creating a folder on the server (e.g. \Intellisoft) and installing the program and data into a folder within this folder. (e.g. \Intellisoft\MMWin\Data1) This way, a common drive letter can be mapped on each workstation to the applications folder (F: = \\Server\Intellisoft), so users can access F:\MMWin\Data1.

Name and Address

Company Name
Enter the company name to appear in the program, and on documents such as invoices and statements. You must enter it twice for verification.

Country Origin
Select the country where the company is located.

International Address
Check this box to destandardize the address box, so that the last line of the address will not require a city, state, and postal code. Addresses will be similarly set throughout the software.

Company Address
The physical address of the company. This address will optionally appear on transaction documents.

Payment Address
The address to which customers should send payments. This address will optionally appear on customer statements.

Phone Info

Office Phone
The phone number for the main location.

Fax Phone
The facsimile phone number for the main location.

Customer Service Phone
The phone number which customers should call. This is the number that appears on customer statements.

Misc. Info

E-Mail Address
Your main company e-mail address. This address will serve as a default return address when an individual return address is not provided for a particular employee or template.

Federal Employer Id
The company's federal employer identification number. This number is printed on tax forms and documents.

State Employer Id
The company's state employer identification number. This number is printed on tax forms and documents.

State Unemployment Id
The company's state unemployment identification number. This number is printed on tax forms and documents.

Country Setting
The country setting affects certain areas of the program where regional settings may apply.

Select Location
Default Location
Enter a location identifier to be used as the main location for the company. This default location cannot be changed later. We recommend that you accept the default value of 101 for the main location number and number other locations sequentially (e.g. 102, 103, etc.)

bulbLocations are a great way of organizing your business. Not only can locations represent physical locations, but they can represent divisions, branches, areas, processes, or any other way you would like to divide the elements of your business.  

Business Type

Business Type
Select the business type that most closely matches the business. This will allow the program to customize default settings for your industry.

Basic Features and Options

These sections allow the user to select specific features you wish to use in the program. Check the boxes that correspond to the program features the company will be using. This way, you can customize the menus in the program to suit the needs of your business and make data entry easier.

General Ledger Options

Allow transactions to automatically post to the General Ledger
Select this option to post all transactions to the general ledger immediately upon creation. This will allow the user to run up-to-the-minute financial statements in the program. However, large companies with high transaction volumes may consider leaving this option unchecked and post to the general ledger on a periodic basis.

Use the preset chart of accounts provided by ManageMore
Select this option to allow ManageMore to automatically create your general ledger chart of accounts based on the Business Type previously selected. If unchecked, ManageMore will only create the internal accounts used by the program.

Customer Preferences

This section allows you to select specific fields you wish to use when entering or changing customer records. Check the boxes that correspond to the fields you will be using. This way, you can customize these records to suit the needs of your business and make data entry easier.

Inventory Price Levels

This section allows the company to establish names for different pricing structures in Supertrack inventory. The program already comes with four predefined price levels. Enter up to four additional price levels, or modify existing price levels if desired. These values will be assigned to customer class codes for automatic pricing, and may optionally be selected on invoices.

Inventory Preferences

This section allows the user to select specific fields the company wishes to use when entering or changing Supertrack inventory items. Check the boxes that correspond to the fields to be used. This way, the company can customize its inventory to suit the needs of its business and make data entry easier.

Sales Invoice Preferences

This section allows the user to select specific fields to use when entering invoices in the program. Check the boxes that correspond to the fields you will be using. This way, you can customize invoice forms to suit the needs of your business and make data entry easier. You can modify this information at any time by selecting Setup / Accounting / Invoices.

Returned Merchandise
Use RMA method for dealing with invoice refunds gear
When checked, the program will require that a Return Merchandise Authorization transaction be generated prior to a refund being created. This allows a pre approval process for businesses with high volumes of returns.
Require return processing on all customer refunds gear
When checked, the program will enable the Return Processing feature, which places any returned items in held inventory, instead of the available inventory. Held inventory allows a user to decide whether to return these items to available stock, return them to the vendor, throw them away, or resell them under a different SKU.

Point of Sale Hardware

These settings allow you to set up the program to work with a cash drawer and an electronic pole display, therefore speeding up transactions at the point of sale and minimizing errors. The user can skip this screen if the company does not use POS hardware. These settings can be established for each workstation, in Setup ... POS, after the company has been created.

Electronic Payment Authorization

These settings are used for one-time credit card, debit card, electronic check (i.e. "check by phone") processing from within the program. When a credit card or checking account payment is entered in the program, the authorization code from the bank or credit card company will be retrieved automatically. Select whether the company will be using this feature.

Finance Charge Options

Use this section to set up finance charge processing. Choose the minimum amount that a past due invoice must contain to qualify for a finance charge. Also, enter the applicable percentage that should be used to calculate finance charges, and/or the flat rate to be charged. These values may be overridden for individual customers or customer templates.

Tax Names

This section is used to set up the descriptions of the taxes charged by your company. The company can charge up to eight different kinds of taxes on sales entered in the program. These descriptions will print on your customers' invoices and statements. You should enter every tax type you charge, even if they are all not charged in all areas. Tax codes may be set up for each combination of tax types and rates.

Tax Codes

This section is used to set up the first (default) tax code for the company. A tax code is used to represent a certain tax jurisdiction, where certain rates are in effect. The rates should be entered that represent the percentage or flat rate charged for each of the tax types entered in the tax names section. Enter the most common jurisdiction as the default.

Postal Permit Information

This section is used to enter postal permit information. This permit information will automatically be printed on specific statements, if applicable.

Billing Groups

This section is used to define the default billing group. Billing groups are used to separate customers for billing purposes. Most companies will only require one billing group, and will want post dates to be on the first of the month. This way all customers are billed at the same time, from the first to the end of the month. Be sure to set the next post date properly before generating statements for the first time.

Q & A - New Company

Q01.   What if I am not sure of the settings? Can I change my mind later?
A01.   Definitely. Besides the company name and default location, all settings can be changed at a later time. If you are not sure of a particular setting, we recommend that you leave the default value for now. Most settings are adjusted by selecting either Setup ... Accounting, or Setup ... Options.

Q02.   What if there are multiple business types in the program that describe what I do?
A02.   Choose the business type that describes the majority portion of your company.

Q03.   What is the minimum required of me to get the program ready for my company's use?
A03.   This is going to depend on your company and what you want the program to do for you. The best way to do this is to peruse the setup menu in the program and enter the information you think your company will need to have in the program. Also check the company checklist -- it assists you by presenting a listing of the items that need to be setup and lists that contain your company's data.

Q04.   Can I create more than one company in the program?
A04.   If your license allows for it, you can create multiple companies in the program. To find out how many companies you can create, or to inquire about obtaining multi-company licensing, contact our sales department.

Q05.   Do I have to set up security?
A05.   Security does not have to be set up in order to use the program. However, certain functions, such as e-mail and batch payment processing will not be available until security is set up.

Q06.   I don't see my question here. Where else can I get information?
A06.   Visit our website's Technical Support section.

© 2006 - Intellisoft, Inc. All rights reserved.
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