Administration - Our Company

Summary

Enter information about the company using CS Director software in their organization.

Window

1. Select Administration > Our Company.

The Adminstration - Our Company window displays.

Section/Field	Description
Id	User-defined alpha-numeric number assigned to the company.
Name	Company name
Default	Select to make a company your default company preset.

Accessing

2. Double-click a Company in the list to display the Our Company Information window; two tabs display, General and Addresses

3. Click General to enter information about the facility type, project mode, and engineering information.

Section/Field	Description
General Information
Company Name	Name of your company or organization.
Import New Company Logo	Opens a Windows Explorer window, where you can select the logo you want to use. The image displays directly below.
Company ID	User-defined alpha-numeric number assigned to a company or organization.
Facility Type	Types of companies such as Design Facility, Headquarters, Production Facility, and Single Location.
Starting Project Mode	Determines whether multi-plan or single-plan mode is the default when creating new bids and projects,
Active?	Indicates whether the company is currently active in Director.
Default Company	Select to make the starting project mode you selected as your default company preset.
Use Tax Schemes?	If unchecked, a single tax field displays, with no drop down list for the selection of alternate pricing/tax schemes in the project. If checked, then additional tax scheme fields display for the project.
Company Contact Information	Company Contact Information
Phone Number	Main telephone number for the company.
Fax Number	Fax telephone number for the company.
Email Address(es)	Email address for the company.
Engineering	Company Contact Information
Sealed Engineering Email	Email to send sealed engineering drawings
Engineering Sort Order	Preferred sort order for engineering organizes components according to Component List or Alphabetical by Truss Name.

4. Click Addresses to enter address information for a company. Click Save when you finish entering information.

Section/Field	Description
Mailing Address
Company Address 1	First line of company mailing address.
Address 2	Second line of company mailing address.
City	Mailing address city. When you enter a city and state or province, the Zip or Postal Code drop down field displays a list of possible zip/postal codes to choose from. The County and Country are automatically populated based on this information.
State or Province	Types of companies such as Design Facility, Headquarters, Production Facility, and Single Location.
Starting Project Mode	Determines whether multi-plan or single-plan mode is the default when creating new bids and projects,
County	Enter a county. This field is automatically populated when you enter a city, state, and zip or postal code.
Zip or Postal Code	Mailing address zip or postal code. If the following fields are blank when you enter a zip or postal, code, they are automatically populated with the correct information: City State or Province County Country
Country	Select a country from the drop down list. This field is automatically populated when you enter city, state, and zip or postal code.
Shipping Address
Use Mailing Address	Click this button to populate this section with the mailing address information..
Address 1	First line of shipping address for customer.
Address 2	Additional address information such as suite number.
City	Mailing address city. When you enter a city and state or province, the Zip or Postal Code drop down field displays a list of possible zip/postal codes to choose from. The County and Country are automatically populated based on this information.
State or Province	Types of companies such as Design Facility, Headquarters, Production Facility, and Single Location.
Starting Project Mode	Determines whether multi-plan or single-plan mode is the default when creating new bids and projects,
County	Enter a county. This field is automatically populated when you enter a city, state, and zip or postal code.
Zip or Postal Code	Mailing address zip or postal code. If the following fields are blank when you enter a zip or postal, code, they are automatically populated with the correct information: City State or Province County Country
Country	Select a country from the drop down list. This field is automatically populated when you enter city, state, and zip or postal code.