Company types

Yes, the Type field is required to create a company.

Every company in Krak Stack has a type. It classifies your companies and, for some types, offers them in the right place in forms.

Steps

You choose the type in the Type field of the Identification section when you create or edit a company.
In the Companies list, the type shows as a colored badge. The Type filter shows one or more types only.
To manage types, open the Statuses & labels settings, Company types tab (for catalog administrators only).
To add your own type, create it with a name, a code, a color and an icon.

Five types are provided by the system. Their default names can be renamed:

Client: your leasing and sales customers.
Seller: your container suppliers and sellers.
Depot: depots. This type has its own rules: the Port becomes required, the record shows the Depot Pricing, Document Contacts & Notes and Depot stock reports sections, and the company appears in the Depots menu and in the depot choice of releases, returns, tradings and transports.
Repair Provider: repairers.
Transporter: carriers, offered in transports.

Rules:

The five system types keep their code and stay active. You can change their name, color and icon.
Your own types are free. A type you created can be deleted as long as no company uses it.
A type's code is unique in your workspace.

No, a company has one type. If a partner is both a customer and a supplier, pick the main type; the company can still be used on all your deals.

Only companies of type Depot are offered there. Change the company's type.

No, system types cannot be deleted. You can rename it.

Edit each company, or re-import them: the import recognizes existing companies by name and updates their type.

Krak Stack asks you to choose the type to keep before you confirm the merge.

Yes, the Type field is required to create a company.