Companies

To create a Client Agreement and share proposals with suppliers in Flextribe, you first need to set up the relevant companies.

There are two types of companies you can create:

• Customer – A client to whom you sell services

• Supplier – A partner you might use as a subvendor on specific client agreements

🏢 Creating a Customer

When creating a Customer, keep the following best practices in mind:

• Use the organization's number as the unique identifier.
  ✅ This prevents duplicate entries and keeps your data clean and reliable in the long run.

• Select the correct company type:
  ➡️ Make sure you mark them as Customer.
  ➡️ Only Customers can be linked to Client Agreements in Flextribe.

🤝 Creating a Supplier

When creating a Supplier, it’s important to:

• Add a contact person immediately during setup.
  📩 This is crucial because Flextribe requires a contact person to share proposals with suppliers effectively.

✅ Key Benefits of Proper Company Setup

• Clean and organized company data

• Seamless creation of Client Agreements

• Smooth supplier collaboration and proposal sharing