How to Create a New Person or Company
Mores Software allows you to manage individuals and organizations in a unified, role-based system — whether they are customers, vendors, marketers, or collaborators.
🧭 Welcome to Mores Software
Your Central Hub for Smarter Business Management
Thank you for choosing Mores Software. This guide will walk you through the first steps to start using the platform effectively.
🔑 Step 1: Access the Platform
Open your browser and go to:
👉 ui.mores-soft.com
You'll be greeted with the login screen. Enter your credentials and click Login.
🏢 Step 2: Select Your Company
Once logged in, the first thing you'll see is a Company Selection Panel.
- Choose the company you want to work with.
- This helps the system load relevant settings, data, and permissions tied to that company.
🌿 Step 3: Choose Your Branch
After selecting your company, choose the branch location (if applicable).
This ensures that the data you work with is filtered specifically for that branch's operations.
✅ Tip: You can change your company or branch later by clicking the top-right profile menu.
👤 How to Create a New Person or Company
🔁 Step-by-Step Guide
1️⃣ Navigate to People Management
Go to:
People → People Information
2️⃣ Add a New Entry
- Click New Person (top-right corner)
- A pop-up form will appear
3️⃣ Select Entity Type
Choose between:
- Real: for individuals
- Legal: for companies or organizations
🧠 Tip: This distinction allows proper formatting of legal documents like contracts and invoices.
4️⃣ Enter Multilingual Information
Next to each input field (e.g., name, address), you'll find a language icon
- Click it to enter values in multiple languages
- This is especially useful for foreign transactions where invoices or documents need to be localized for the receiving party
5️⃣ Fill Location and Identity Information
Complete fields such as:
- Country
- Province
- City
- Postal code
- National/Registration codes, if applicable
6️⃣ Assign Roles
Choose one or more roles for this person/company (e.g., Vendor, Customer, Marketer, Employee)
⚠️ Note:
Role selection determines where this individual or company can be used within the system.
For example, only vendors appear in Purchase Order forms, while marketers may appear in Sales modules.
7️⃣ Add Extended Details
Use the tabs next to the main form to enter more information:
- Contact details
- Bank information
- Custom fields
- Tags or classifications
Once done, click Save to register the new person/company.
8️⃣ Upload Documents and Notes
After saving:
- Re-open the person in Edit mode
- Go to the Attachments section
- Upload any relevant documents (contracts, licenses, IDs, etc.)
- Add internal notes as needed
🧠 System Logic Behind the Scenes:
- All people and companies are treated as one unified entity, regardless of role
- The roles assigned dictate how they behave across different modules
- This allows Mores Software to:
- Track credibility and behavior across multiple roles
- Generate cross-role reports across your entire business or holding structure