In this tutorial, I guide you through managing companies and contacts in Digit. Learn how to add new companies, set their status, input billing and shipping information, add notes, and create custom fields. I also show you how to associate contacts with companies and view associated purchase orders and shipments.
Video Transcript
0:01
You can manage companies and contacts in Digit by going to the People section
on the left-hand navigation. Here,
you'll see companies and contacts listed. With Companies,
you can add new companies.
0:14
With this company, you can select the name, type in the company URL,
this will automatically bring in the company logo if they have one,
and you can mark that company as a customer or vendor,
or in some cases, you can mark them as both if it's both a
customer and a vendor. You can set the status to Active or Archive.
0:30
You can put in their default billing and shipping information.
You can select any country in the world.
If you select a different country, their address information will update automatically
below that you can go and fill this out with. And you can go
in and select a different shipping address if it's different than their billing address.
0:49
You can add notes to this company, and you can create custom fields.
When you add these companies,
they'll appear in the list here, and you can see all of your active
ones by default. If you have any archived, you can click on the All
button or the Archive to see a combination of all your archived and active
or just archived companies here.
1:06
Once you've added a company, you can go in, open that company,
and if there are many vendors, you can see all of the associated purchase
orders with that company. You can click on the Purchase Order Detail tab to
see those listed here. You can also see all of the associated contacts with
that company by clicking on the Contact tab.
1:23
For companies that are, uhm, both customers and vendors,
you'll see a Sales Order and a Purchase Order tab here,
and you'll see a Shipments tab here for all the shipments that have gone
out for that company.
1:38
For contacts, you can go to the Contacts You'll see to add a company,
then a contact name to associate it with that company,
along with some contact information here. Once those
contacts have been added, you can see them in this Contact table or in
the Company Details screen in the Contact section.
1:58
These contacts will then be eligible to appear on Sales Orders and Purchase Orders
in the Contact drop-down list. Their emails will also be the ones who
get the Purchase Order or Sales Order emails from Digit.