Create, view, and manage parent and subsidiary relationship easily with Peakflo.
Table of Content
- Create Subsidiary
- View Subsidiary in Customer
- View Subsidiary in Invoice Table
- View Subsidiary in PO Table
- View Subsidiary in Receipt Note Table
- View Subsidiary in Bills & Reimbursement Table
- View Subsidiary in Bill Edit tab
- Mention Subsidiary in Comments
Create Subsidiary
1. Go to "Setting" and select "Subsidiary".
2. Click on "Add New"
3. Add the details.
- Subsidiary Name: This is where you enter the name of the subsidiary you are creating within the system.
- Reference ID: The Reference ID is a unique identifier for the subsidiary that can help you easily locate and distinguish it from other entities in the system.
- Tax Number: Enter the tax number associated with the subsidiary.
4. Click "Save" to record the details.
View Subsidiary in Customer
To view the subsidiary in the customer section, follow these steps:
1. Navigate to the "Customer" tab in the main menu.
2. Search for the specific customer that is associated with the subsidiary you want to view.
3. Once you have located the customer, click on their profile to access more details.
4. Look for the "Subsidiary" section within the customer profile to see the subsidiary linked to that customer.
5. Here, you can view all the relevant information about the subsidiary.
View Subsidiary in Invoice Table
To view the subsidiary in the invoice table, follow these steps:
1. Go to the "Invoice" tab in the main menu.
2. In the table view you can see the parent and subsidiary company under "Customer".
View Subsidiary in PO Table
To view the subsidiary in the PO table, follow these steps:
1. Go to the "Purchase Order" tab in the main menu.
2. In the table view you can see the parent and subsidiary company under "Subsidiary".
View Subsidiary in Receipt Note Table
To view the subsidiary in the PO table, follow these steps:
1. Go to the "Purchase Order" tab in the main menu.
2. In the table view you can see the parent and subsidiary company under "Subsidiary".
View Subsidiary in Bills & Reimbursement Table
To view the subsidiary in the Bills table, follow these steps:
1. Go to the " Bills & Reimbursement" tab in the main menu.
2. In the table view you can see the parent and subsidiary company under "Subsidiary".
View Subsidiary in Bill Edit tab
To view the subsidiary in the bill edit tab, follow these steps:
1. Go to the "Bills & Reimbursement" tab in the main menu.
2. Click on a specific bill.
3. Once you are in the bill edit tab, look for the "Subsidiary Company" section where you can see the subsidiary linked to that bill.
When AP team receives bills via OCR with Subsidiary company mentioned in the PDF, then the "Subsidiary Company" field cannot be edited.
Mention Subsidiary in Comments
For flexibility of communication through a single platform you can tag the subsidiary company in the Purchase Order, Receipt Note, and Bill comment section by clicking on "Write Comment" from the "Timeline".
The same will reflected on the Customer's Timeline.
They will also receive an email notification regarding the cement.
