Company Management

Creating A New Company

To create a new company, select the “Company” menu and select the “New Company” option.
creating-company-1.png creating-company-1.png
A “New Company” window will open.
creating-company-2.png creating-company-2.png
Fill in the following details:

  • Company Name - The name of the company that will be displayed in the server list. This name is only to identify the company in the server list.
  • Create a new Shared Database - If this is an isolated / single company, enable this. If your are creating a company that shares data from a another company. you can disable this and choose the database that you would like to share data with.
  • Data that can be shared between companies are:
    • Customers
    • Suppliers
    • Inventory Items
  • Shared Database Description - Fill in a description of the shared database so that it is easy to know which shared database you are creating / using.

If you are using an existing shared database, selecting the database will present you with the description that was given to it on creation. This is why it is important to give shared databases a good description.
When you are completed filling in all the data, Click on the “Create” button.
creating-company-3.png creating-company-3.png
The server will start creating the company and will open a window letting you know if it was “Successful” or if it “Failed”.
creating-company-4.png creating-company-4.png
Click on the “OK” button. You will now see the new company loaded and running, ready for connections.
creating-company-5.png creating-company-5.png

Stopping and Starting the company instance

To “Stop or turn off” a company from receiving connections. Click on the stop “Square” icon on the desired company:
stop-start-company-1.png stop-start-company-1.png
To “Start or Turn On” a company instance. Click on the “Triangle” icon on the desired company. The company can now receive connections:
stop-start-company-2.png stop-start-company-2.png

Deleting A Company

To delete a company, it needs to be stopped first. Once stopped, Click on the “Dustbin / Trash” icon to delete the company:
PS. this does not delete the company from the Postgres Database, it will only remove the instance from the server. No data will be lost.
remove-company-1.png remove-company-1.png
Confirm the deletion to remove the company from the server.
remove-company-2.png remove-company-2.png

Adding an existing Company

If you have deleted a company or want to import an existing company. Click on the “Company” menu and select the “Add Existing Company” option.
adding-company-1.png adding-company-1.png
A new window will open where you can chooses the desired company:
adding-company-2.png adding-company-2.png
Click “Add” and a message will open to let you know if it was “Successful” or if it “Failed”.
The company is added in an “Off / Not running” mode. Simply click on the “play” button to start it:
adding-company-3.png adding-company-3.png