Using Management Companies in the Customer File

Order Entry>File>Customers

Select the appropriate customer record and click the Edit button.

In the Relationship field, select "Main" as the Management Company.

Associate the appropriate subsidiary companies with the "Main" company.

To do so, open the Customer file, select the subsidiary or "Branch" company and click the Edit button.

In the Relationship field, select "Branch" as the subsidiary.

Connect the Management Company to the Subsidiary by selected the correct Management Company using the ellipsis in the Main field.