Nexus ERP · User Guide

People & Companies (Master Data)

The master registers everything else builds on: persons (with Home Affairs validation), companies (with a registry-search wizard that fills the form, directors included), contacts, documents and the file manager with per-owner scoping.

SETA staffAdministratorsData capturers

Demo sign-ins: demo.staff, demo.admin — shared password Demo@2026

How it flows

New company through the wizard

Staff / SETAType the trading nameRegistry search kicks in
→
Staff / SETAPick from the match listA standard selection dialog
→
System / automaticForm auto-populatesDetails, director, contact person
→
Staff / SETAComplete contacts & addressOne contact minimum; telephone optional
→
System / automaticCompany savedOptionally linked as a supplier, NXVND-…
Staff / SETASystem / automatic

1. Company Registration Process

Capture a company a single time, properly, and every other module borrows the same record instead of retyping it.

1
The wizard, fed by the registry. Type the trading name and pick the match — registration number, VAT, tax, dates, industry, address and the director’s information fill themselves in, with the director pre-filled as the primary contact. Company wizard
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2
Entered from a supplier register, it links itself back. Reached via “New company as supplier”, the wizard banners the promise — and on save the company returns to the organisation account as a supplier with its NXVND vendor number. The full procurement story continues in the Finance guide’s supplier journey. Wizard opened from the supplier register
↓
3
One record, many hats. The same company is an employer with levies and WSP submissions, a supplier with invoices and remittances, and a CRM account with deals — contact details captured once mirror onto the profile’s Contact Information card.

Screen-by-screen

Person register

/MasterData/Person/PersonOverview
  1. Search or add a person.
  2. Validate identity with DHA from the profile.
  3. A person can carry a CMIS login and role links.
Person register

Companies

/MasterData/Companies/CompaniesOverview
  1. Search the employer register; open a company profile for its details, contacts, banking, branding and levies.
  2. Contact details captured on the profile mirror onto the company record and show on the Contact Information card.
Companies

Add a company (wizard)

/MasterData/Companies/AddCompanyProfile
  1. Type the trading name (5+ characters) — matches from the company registry open in a selection dialog.
  2. Pick the company: registration number, VAT, tax, dates, industry, address and the director's information fill in automatically; the director is also pre-filled as the primary contact.
  3. None of them right? Choose 'capture manually' and type the details.
  4. Contacts step: one captured contact is enough to continue, and telephone numbers are optional.
  5. Address requires GPS coordinates for a company — that rule is deliberate.
Tip. Entered from an organisation account's supplier register, the wizard banners that the company will be linked back as a supplier automatically on save.
Add a company (wizard) Screenshot

Documents & file manager

/MasterData/FileManager/Index
  1. Browse the libraries your role may see.
  2. Staff see everything; SDPs and employers see their own documents only.
Documents & file manager

FAQ & troubleshooting

The registry search found nothing.

Capture manually — the registration number field unlocks and the wizard proceeds as normal.

Why must a company address have GPS?

Companies are visited and audited; the coordinate rule applies to companies only, not to people.