Multi Company Plugin

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The Multi Company plugin is designed to allow multiple companies to share a single database. It enables businesses to use a single eoStar database to house multiple lines of business. Companies can separate finances while using shared assets.

This plugin, in conjunction with the Beverage Tax Plugin, can be used to separate out taxes to the correct state and company locations.

It added:

• Records>Companies menu option.
• Records>Warehouse>Records Company Panel.

There are three major configurations of this plugin:

Multi Company by Warehouse

This is for companies that separate each warehouse into a separate legal entity under the umbrella of the same corporation, while selling the same products.

Multi Company by Item (Product)

This is for companies that produce different products (beer, spirits, wine, soda) within the same warehouse(s). They use the same trucks, employees, etc, but each product is owned and operated by a different company (under umbrella of same corporation).

Multi Company by Warehouse and Item (Product)

This is for companies that separate each warehouse into a separate legal entity under the umbrella of the same corporation, while selling different products.

Permissions

There are levels of access available for each individual employee or a specific employee department. The Permissions Panel limits or expands the field of access towards certain functions of eoStar and also creates a level of security.

• May do cross company applies
• Default company selection will be all companies

Setup

Master configuration requires the assistance of our support team. Please contact eoStar support for further assistance.

To change which warehouse is associated with which company,

1. Access records>Companies>Company panel to set up multiple companies
2. Access Records>Warehouse>Records>Company panel
3. Choose a company from the dropdown menu

To set a default company for payments,

1. Access File>Database Admin>Configure>Receivables panel
2. Select default company from dropdown menu

CompanyNid Additions

Added to track company'

• PurchaseLines
• OrderLines
• CusPaymentApplies
• CusCharges
• Items
• ItemTransfers

Company Selection

Payment Entry

AR>Payment Entry

Company Assignment - Products

Product>Records>Product>More panel

Payment Processing

AR>Payment Processing

Switching Companies

To choose which company to work under, access Company>desired company. This selection is required when working with bank deposits or reporting, but not necessary when in eoStar for other reasons.

If you do not select a company, this error message will appear in Bank Deposits.

In ION Reports

The selected company will display at the bottom of the ION report.

GL Batches

These new panels (Credit Xfer & Funds Xfer) track payments and credit transfers between companies

Access GL>Batches

Daily Route Settlement

To Choose a company for Off-Invoice payments,

1. Access Orders>Daily Route Settlement
2. Select the 'Additional Payments' tab on the left
3. Select 'Add new off-invoice payments'
4. Select a company from the dropdown menu

To assign driver expenses to a specific company,

1. Access Orders>Daily Route Settlement
2. Select the 'Refunds and Expenses' tab on the left
3. Select a company from the dropdown menu