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Creating and editing a company

Companies are created and edited in the company editor (/company/edit), reached from the sidebar "Create new …" links or the Edit company button on a company profile.

Requires: creating suppliers is offered to member-role users and customers/others to superusers; editing a company's Edit button shows to admin users on the same site.

Steps

  1. Choose the company type (Supplier or Member; Customer and Other are superuser-only).
  2. Enter the core details: name, short name, account number, company registration number, VAT number, and NMBS ID.
  3. Set the membership dates — join and leave — and the access start/end dates.
  4. Fill the address, phone/fax/email/website, and bank details.
  5. Add a description and internal memo.
  6. For a new company, provide the default contact (first name, surname, email) and pick that contact's role from the site's company-manager roles. Creating the company creates this contact and applies the role's tags, security group, and digest/email flags to them (see company-manager roles).
  7. Add tags and any extra info (social links, accounting ID, eBiz merchant settings).
  8. Save.

Result

The company record is saved and indexed for search; on create you are taken to the new company's profile.

Important — create then re-save: the create step persists the core identity fields but does not save several fields the form collects — company registration number, bank/sort/account, memo, access start/end dates, accounting ID, and tags. Those are written only on update. So after creating a company, open it again and save a second time to store those fields.

An existing company's profile logo can be uploaded and cropped from the editor (three sizes are generated). The logo control appears only after the company exists.

Who can actually create/edit

The company-manager settings expose per-role add / edit / delete / moderation permissions. There is no moderation queue — a save writes directly to the company record.

If it fails

  • Some fields didn't save on a new company — re-open and save again (see the create-then-re-save note above).
  • The type options are limited — Customer/Other are superuser-only; eBiz merchant fields are ebiz-role only.