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Add a New Company

This guide walks you through the steps to add a new company in the Spothire dashboard. Follow these steps to ensure that all necessary information is correctly entered.

Steps to Add a New Company​

  1. Navigate to the My Companies Dashboard

    • Log in to the Spothire dashboard.
    • Go to Masters.
    • Under Masters, select My Companies

  2. Open the Add Company Form

    • Click on the + Add Company button to open the form to fill the company details.

1. Steps to Add Company Details, Logo and Signature​

My Companies

Note: Once supplier is added to company, can not be removed or updated.

  1. Fill in Company Details

    • Company Name: Enter the name of the company (required field).
    • Supplier: Select a supplier for this company from the dropdown.

  2. Add Company Logo and Signature

    • Add Company Logo: Click on 'Drop your avatar here, or browse' to open the file explorer and select a logo from the local storage on your computer.
    • Add Company Signature: Click on 'Drop your avatar here, or browse' to open the file explorer and select a signature from the local storage on your computer.

2. Fill in additional Company Details​

My Companies

  • Code: Enter a company code (required field).
  • Business Type: Select the type of business from the dropdown.
  • Phone Number: Enter the company phone number.
  • Address: Enter the full address of the company.
  • Alternate Phone Number: Enter an alternate phone number for the company.
  • Email: Enter a company email id.
  • City: Select a city from the dropdown.
  • States of Operations: Select one or more states in which the company operates, from the dropdown.
  • VAT TIN Number: Enter a VAT TIN number.
  • Pincode: Enter the pincode.
  • Service Tax Number: Enter the service tax number.
  • CST TIN Number: Enter the CST TIN number.
  • CIN Number: Enter the CIN number.
  • PAN Number: Enter the PAN number.
  • SAC/HSN/Accounting Code: Enter the SAC/HSN/Accounting code.
  • GSTIN Number: Enter the GSTIN number.
  • Default Profile: Select a default profile from the dropdown.
  • Duty Slip - Terms & Conditions: Enter the terms & conditions for the duty slip, if any.
  • Active: Check the box to confirm that this company is active.
  • Is Proforma Invoice Company?: Check the box to confirm that this is a proforma invoice company.

3. Save the Company​

  • After entering all details, click on the Save button to finalize the company entry.

This completes the process of adding a new company. Make sure all mandatory fields are filled and correct before saving the information.