Companies

A Company is the core record for any external organisation you work with. You create it once and assign it whatever roles fit your relationship.

The role system

Roles describe how a Company relates to your business. A Company can hold any combination of the six available roles at the same time — they are not mutually exclusive.

Role	Meaning
Customer	Buys goods or services from you
Supplier	Sells goods or services to you
Manufacturer	Produces goods on your behalf
Subcontractor	Carries out work as part of a larger project
Transporter	Moves goods between locations
Cooperation Partner	A strategic or commercial ally who does not fit the other roles

For Finance

A Company can be both a customer and a supplier at the same time — for example, a distributor who buys your products and also sells you packaging materials. You only need one Company record. Assign both roles, and GreenVee will handle the correct invoicing direction for each transaction.

Company fields

Field	Notes
Company name	The registered legal name
Commercial name	The trading name shown on documents, if different
VAT number	Used on invoices and compliance reports
Address	Physical or registered address (see note on Address below)
Tags	Free-form labels for grouping and filtering
Roles	One or more of the six roles listed above

Address

An Address is stored directly on the Company record. It covers street, city, postal code, region, and country. You can update it at any time without affecting historical documents that used the previous address.

Linked records

Each Company can be linked to:

• Primary Contact — the main person to reach at that organisation (see Contacts & Banking Records)
• Banking Record — the bank account used for payments (see Contacts & Banking Records)

Note

You can add more Contacts beyond the primary one. The primary Contact is simply the default used when GreenVee needs to auto-populate a recipient field.