Set Up Company (1205 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:23 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This program is only required if you are operating with two autonomous companies within the same database and holds this company names.

Take advice prior to setting up the company in that once created, a company records cannot be deleted. As a general rule of thumb, if you do not use multi-company accounting, there is no need to set up a multi-company SwanFRS system.

Menu Location: System Admin > Sales > Set Up Company

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Company	Specify the name given to the accounting company. Max 50 alphanumeric characters.
Accounts Identifier	Specify the code to be used when sending accounting information to SAP. Max 10 alphanumeric characters.
Use Customer Source of Business	Tick to make the selected discount reason the default offering when used. It is only possible to select one default reason
Default Set Reason	Tick to mark the selected discount reason as the system allocated code used when adjusting component items when adding them to an order as part of a set. It is only possible to select one default reason It is recommended that the reason be marked as in-active to prohibit operator selection, thus ensuring it is only used by the system when adjusting set prices. This field requires setting when using Furniture Sets.
Default Service Reason	Tick to mark the selected discount reason as the system allocated code used when adjusting item prices via the service system. It is only possible to select one default reason It is recommended that the reason be marked as in-active to prohibit operator selection, thus ensuring it is only used by the system when adjusting set prices. This field requires setting when using the Customer Service Suite.