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将公司添加到公司目录

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目标

将公司记录添加到公司目录工具中。

背景

为与你合作的每个分包商、供货商、供应商和实体创建公司记录。每条记录都集中了地址、联系人、项目详细信息、投标历史记录和保险 信息等信息，提供全面的概述。可以将公司记录添加到项目级别目录工具，从而简化工作流。

需要考虑的事项

步骤

  1. 导航到公司级别目录工具。
  2. 点击添加公司。
  3.  限定发布

    此工作流目前在美国和加拿大提供英语版本。了解更多。

    • 输入"公司名称"并点击搜索，以在Procore 建设工程网络中搜索公司。
    • 从搜索结果中，执行以下其中一项操作:
      • 点击要添加到目录中的公司旁边的添加。
        注意:该公司将添加为关联公司，并且公司名称、地址、网站和电话号码将添加到你的目录中。你可以更新目录中的公司信息。
      • 点击手动添加公司以继续添加公司。
  4. 按如下方式完成数据输入：

    • Name. Enter the full legal business name for the company (i.e., subcontractor, vendor, or supplier). This is a required field.
      Notes:

      • If you plan to export vendor records to an integrated ERP system, the 'Company Name' field has specific maximum character length limits that have been specified by each system's vendor (e.g., Integration by Procore: Vista Spectrum®, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.). For details, see What is the maximum character length for a 'Company Name' in the Directory tool?
      • Because your organization might work with a wide variety of vendors in diverse locations, the Company Directory does not require a unique 'Company Name' value. This is because two (2) vendors might share the same name, but be independently owned and operated in different locations (e.g., a subcontractor named 'AAA Plumbing' in California may be a separate business entity from the 'AAA Plumbing' in Arizona).
      • If you are responsible for adding companies to a Procore project, its important to be aware that when you add company records to a project, it can result in the appearance of 'duplicate' records for a single business entity in the Company Directory. For information, see What happens if I have duplicate records in the Company Directory?.
    • 电话。以 NANP 格式（例如，805-555-0100）输入主要电话号码。你在此处输入电话号码的方式决定了它在 Procore 中的显示方式。
    • 传真。以 NANP 号码格式（例如，805-555-0100）输入主要传真号码。你在此处输入传真号码的方式决定了它在 Procore 中的显示方式。

    • Address. Enter the business address (e.g., address and street name) for the company (e.g., 123 Main Street, 333 South 14th Avenue, and so on). 

    • City. Enter the full city name (e.g., Los Angeles, Santa Barbara, and so on) for the vendor/company address (Note: Always spell out the full city name and do NOT enter abbreviations). 

    • Country. Select the country name associated with the vendor/company address from the drop-down list. 

    • State. Select the state associated with the vendor/company address from the drop-down list. 

    • ZIP. Enter the five (5) digit ZIP code associated with the vendor/company address (Note: If your company prefers to use the complete 9-digit ZIP Code format, you can also enter the ZIP+4 code if desired). 

  5. 点击创建。

另请参阅