Company Creation and Association Flow

Creating or associating a company to a customer from POS requires leaving the app or using external tools, which slows down in-store onboarding for B2B customers and increases the chance of data errors.

With this feature we will enable staff to create a new company or associate a customer with an existing company directly within POS using a modal form. The company form supports inputs for company name, location name, address (prefilled from the customer address), catalog settings, net terms, and tax configuration. Once submitted, the company entity is created and linked to the customer seamlessly.