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AENTE

Managing Companies

Updated on: 01/23/2025

AENTE’s Companies feature allows you to document your business partners, including suppliers, distributors, government entities, shareholders, and B2B customers. It automates your transactions and provides a centralized tool to store and manage your contacts efficiently.

Creating Companies

To begin creating a Company, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for creating Companies, including the following:
Click here to view the permissions.
  1. Vendor Get Self / Get All
  2. Vendor Show
  3. Vendor Create

Once all necessary configurations are in place, you can proceed with the steps below to create a Company:

  1. Click on the module labeled “Supply chain”.
  2. After entering the module, select the option “Companies”.
  3. Click the blue button ”+” to start creating a company.
  4. Select the Country of the company.
  5. Upon accessing the creation form, you can begin filling out the required fields. These fields are sufficient to correctly create a company, and they include: Company Type | Name | Code | EIN | Address | at least one Contact

Note: Although filling out the optional fields is not mandatory, doing so is important for ensuring that your business benefits from a wider range of essential validations.

  1. After ensuring that all the required fields have been filled out, simply click the blue button labeled “Create Company”, and that’s it! The company will be successfully registered in the system.

Note: Some company options are only available in editing and for providers with another set of permissions such as adding bank account data, monitoring transactions and uploading documents.

Editing Companies

To begin editing a Company, certain prerequisites must be met, as outlined below:

  1. You must have a provider account
  2. Your provider account must be assigned a role with appropriate permissions for editing Companies, including the following:
Click here to view the permissions.
  1. Vendor Get Self / Get All
  2. Vendor Show
  3. Vendor Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to edit a Company:

  1. Click on the module labeled “Supply Chain ”.
  2. After entering the module, select the option “Companies”.
  3. Select or search the company that you wish to edit.
  4. After locating the company you want, click on it.
  5. At this point, the system will show you the Company form filled with the information provided when it was created.
  6. Now, simply delete the information from the desired field and enter the new data.
  7. Once all the necessary information has been edited, click the blue button labeled “Update Company” and that’s it! The Company will be successfully updated in the system.

Deleting a Company

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To begin deleting a Company, certain prerequisites must be met, as outlined below:

Click here to view the permissions.
  1. Vendor Get Self / Get All
  2. Vendor Delete / Delete All
  3. Vendor Show
  4. Vendor Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to delete a Company:

  1. Click on the module labeled “Supply Chain ”.
  2. After entering the module, select the option “Companies”.
  3. When you see the list of companies, fill in the search field with the name of the company you want.
  4. If a company with the searched name exists, the system will return options that match the searched name.
  5. After locating the company you want, click on it.
  6. At this point, the system will show you the company form filled with the information provided when it was created.
  7. Now, simply click on the “Delete Company” option, and that’s it! The Company is now properly deleted from your list.

Restoring a Company

To begin restoring a Company, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for restoring Companies, including the following:
Click here to view the permissions.
  1. Vendor Get Self / Get All
  2. Vendor Restore
  3. Vendor Show
  4. Vendor Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to Restore a Company:

  1. Click on the module labeled “Supply Chain”.
  2. After entering the module, select the option “Companies”.
  3. At this point, you will need to adjust the filter to display only deleted companies by selecting the option “Only Trashed.”
  4. After completing the previous step, the system will show you all the companies that were once part of your list but are now deleted. Fill in the search field with the name of the company you want to restore.
  5. When you find the company, click on the option shown in the list.
  6. Upon viewing the yellow card above the form, click on “Restore”.
  7. That’s it! The company that was previously deleted is now back in your active species list and can be used again.