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Add a legal entity

By
Megan Brown
on 6/13/17, 11:51 AM 127 views
This question has been included in the official documentation.

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Megan Brown

--Megan Brown--
Agrista (Pty) Ltd
http://www.agrista.com
2617
| 1 0 2
Cape Town, South Africa
--Megan Brown--
Megan Brown
On 6/13/17, 11:56 AM

The Legal Entities tab on a customer portfolio lists all legal entities involved in the farming business. Farming business can have many different operational fronts, e.g. companies buying and selling products, trading names and private accounts for individuals. All of these different aspects of the farming business can be collected together under the legal entities tab.

The primary contact's details entered when creating a new customer portfolio automatically generates a legal entity.

 
Adding legal entities

  1. Select the Legal Entities tab on the customer portfolio.

  2. Click the Add Entity button in the top right corner.

  3. Fill in the Legal Entity form, as a minimum we recommend you capture the following:

  • Entity name - the official legal name

  • Entity Type - select the entity type from the drop down list

  • Registration No. - the official legal number associated with this entity

  1. Click Save

Add a legal entity

 
Relationships between legal entities can be captured in the Ownership Details section at the bottom of the Legal Entity form. For example, link the shareholders to a Private Company, or list the members of a cooperative. The Ownership Details section appears when you select the Entity Type.

 

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Asked: 6/13/17, 11:51 AM
Seen: 127 times
Last updated: 8/14/17, 3:13 PM