Adding a new company

A new company can be added to Bauwise in 2 ways:

1. Kontaktide mooduli kaudu - through the contacts module

2. Lepingut tehes - when making a contract

1. Adding a company through the contacts module

Go to "Contacts" → "Companies" in the menu

Open

Click on the "Add new company" button.
A window opens where you can fill in company information. Fields marked with an asterisk must be filled.

Open

If you also use the interface with Creditinfo, you can search for a company in the Creditinfo system by pressing the Creditinfo button, and the company's information is filled in automatically in Bauwise. Please contact us at support@bauwise.com to set up the Creditinfo interface.

By pressing "Save" the company will be created in your contacts Bauwise's database.

In the company view, it is possible to manage general company data, company contact persons, view company contracts, purchase orders, add and view evaluations given to the company.

In the case of the Creditinfo interface, it is possible to open the company view on the Creditinfo page from here:

Here it is possible to update/synchronize the company's general data again with Creditinfo. If the company's data has changed in Creditinfo, the corresponding data will also be updated in Bauwise after synchronization.

Last modified - shows when the data was last synchronized with Credinfo.
Data synchronization is currently manual and only occurs when you press the update button.

To delete a company from the system, press the delete button:

2. Adding a new company by creating a contract

A new company can also be added directly from the budget by making a new contract. If you want information on how to make a contract, read the chapter...

If the subcontractor with the given name is not yet in the company database when adding the contract, the option "Add as a new company" will appear:

The window for adding a company opens:

and here again there is an opportunity to enter company information either manually or through the Creditinfo interface. By pressing the Creditinfo button, results from the Creditinfo system are displayed:

By choosing the right company, the company information is automatically filled in:

By pressing "Save" the company will appear in both the Companies database and the contract to be executed after which the user can proceed with adding the contract.