# Companies

**<u>Menu: CRM → Companies</u>**

## What

Companies are all types of companies, except suppliers, mostly B2B customers. All invoices, vouchers, delivery bills and other important documents are linked there.

<u>Note</u>: If you wish, we can also automate the data import if you have many companies that you want to import.   
Please contact us for this.

<p class="callout info">Before you create a new company, the following information must be stored in the system:  
[Company type](https://help.advatra.com/books/knowledge-base/page/company-types "Company types") and [departments](https://help.advatra.com/books/knowledge-base/page/departments "Departments").</p>

## Create a company

**First Name**: If it has an official company name, just leave the first field open and enter the company name in the next field.

**Name/Company**: If it does not have an official company name, just enter first name in field one and family name in field two.

## Create a location

You can create multiple locations for one company and manage it here. When you create dossiers (projects) and documents later, they will be subordinated to the locations.

## Create a contact

In the contact widget, you create contacts that belong to this company and location.   
The best thing to do first is to create a travel agent with all the contact details.