[Question] Pastel Xpress: Create additional company - use same Customers/Suppliers/Inventory

[edwilliams]

Hi,

I have a company running in Pastel Xpress V12 and need to create another company that will use the same suppliers/customers and inventory.

Is there a way that both companies can use the same “master data” for suppliers, customers and inventory?

New customers, suppliers and inventory will be added on a daily basis and will need to be used in both companies. So to avoid creating the new data in both companies (and possibly getting different information) I need to have common information.

Your assistance and guidance would be appreciated.

Regards,
Ed

[Mike C]

If you make a copy of your company with a new name it should have all the info that the original company had. Goto File, New, and select Copy Another Company. Make sure that your Pastel Xpress is licenced to cope with more than one company.

[edwilliams]

Thanks Mike,
I'm able to copy the company but need to know if the "old" and "new" company can share the same suppliers, customers and inventory to avoid having to create new suppliers, customers and inventory items in both companies?

[Mike C]

If you mean "share" as in making an entry in one company and it automatically reflecting in the other company ... then no.

[Dave A]

From what I read, Ed wants to be able to e.g add a supplier to one company, and also have that information appear in the other company file (on an ongoing basis, not just at company file creation).

The programmer in me tells me the best way would be to have a custom field which is ticked on creation of the supplier / line item / etc. that indicates you want this to be entered in the other company too. (Either visibly or in the background). Then have a script that does the necessary to make the copy. (Not Pastel specific advice, more of a generic process suggestion).

There'd have to be a fair amount of cross checking at execution time built into the script to ensure there are no undesired results...

[edwilliams]

@Mike, I received the same response from Sage Pastel that this cant be done.
@Dave, thanks, will look into this option.

[Mike C]

Yeah - I don't think that would be possible in the Pastel setup ... but maybe Neville can give us a definitive answer on this.

[Neville Bailey]

Not possible.

The two companies are two separate databases, totally independent of each other.