Here you are able to create multiple companies on this page. It shows multiple types of companies list tabs like All, Own, Managed, and Shared. Also, it shows the company name, organization type, state, and status.
Open My companies page:
- Click on the User Menu from the Top right corner.
- Click on the “My Companies” option.
Here you will find Three Tabs at top on this page,
- All: Here you can see all company lists and your company status
- Own: If you have an owner account then your company will show here
- Managed: If you have a manager account then your company will show here
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Create a new company step:
- Click on the “+ Create company” button to open a new company creation page.
- Fill in all the required data and click on the “Create Company” button to create and add a new company.
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| Field | Description | Note |
|---|---|---|
| With GST | Select this option if your company is registered with a GST number. Once you enter the GST number, all details will be fetched from the GST portal | |
| Non-GST | Select this option if your company is not registered on the GST portal. You have to fill in all fields manually | |
| Company name | Here you have to add your company Name. If you add GST no. your company name will be automatically filled from GST portal | Mandatory field |
| Alias name | Here you can add any short name you want. | |
| Legal name | Here you have to add the company’s Legal person Name. | |
| Business Type | Here you can mention your type of business. eg, Retail, Wholesale | |
| Industries Type | Here you can mention your business industry type. eg, FMCG, Electronics. | |
| Registration Type | Here you can select your GST registration type. If the GST number is added, then it will be filled auto. | |
| Company Established From | Here you have to add the company’s Legal Person’s Name. | |
| Address 1 | Here you have to add Address 1. As you write GST no, the address 1 data will automatically come here | Mandatory field |
| Address 2 | Here you can add Address 2. As you write GST no, the address 2 data will automatically come here | |
| Country | Here “India” by default is set. You are not allowed to edit the country name here. | |
| Pincode | Here you can add Pincode, As you write GST no, the Pincode will automatically come here | Mandatory field |
| State | Here you can add State. As you write GST no, the state will automatically come here | |
| City | Here you can add Pincode. As you write GST no, the Pincode will automatically come here | Mandatory field |
| Mobile no. | Here you can add the company mobile no. | Mandatory field |
| Here you can add the company email address. | Mandatory field |
