Organization Roles

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Screen Path: Entity> Organization

Organization as a Customer

Assigning the Organization as a Customer

To assign the organization as a customer, the desired organization is selected, Customer tab is opened and New button is clicked. Code and description fields must be filled in.

Customer Information Fields

 

Organization - Logiwa WMS

 

  Code    The Customer’s title
  Description    The Customer’s description
  Priority    A level of priority assigned to the customer(defaulted at 0)

 

Other Information Fields

 

  Customer Group    To which group of customers does the customer belongs

 

After these fields are filled in, Save button is clicked and the transaction is completed.

Changing an Assigned Customer

To change the customer information, Customer tab is opened and the desired customer information is selected.

 

Organization - Logiwa WMS

 

After the Customer tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

 

Deleting an Assigned Customer

To delete a customer from an organization, after the organization is selected, Customer tab is opened and the desired customer is selected.

 

Organization - Logiwa WMS

 

After the customer is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the customer information will be deleted.

Organization as a Sender

Assigning the Organization as a Sender

To assign the organization as Transport Sender, the desired organization is selected, Sender tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Sender

To change the Transport Sender information, Sender tab is opened and the desired Transport Sender information is selected.

 

Organization - Logiwa WMS

 

After the Sender tab is opened, Edit button is clicked. After this transactions, customer information can be changed.

The desired information is changed and Save button is clicked.

 

Deleting an Assigned Sender

To delete a Transport Sender from an organization, after the organization is selected, Sender tab is opened and the desired Transport Sender is selected.

 

Organization - Logiwa WMS

 

After the Transport Sender is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If “OK” button is clicked, the Transport Sender information will be deleted.

 

Organization as a Client

Assigning the Organization as a Client

To assign an organization as a Client, the desired organization is selected, Client tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

Client Information

 

  Code    Client’s title
  Description    Client’s description
  Client Group    To which group of clients does the client belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Client

To change the Depositor information, Client tab is opened and the desired Client information is selected.

 

Organization - Logiwa WMS

 

After the Client tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Client

To delete a Client from an organization, after the organization is selected, Client tab is opened and the desired Client is selected.

 

Organization - Logiwa WMS

 

After the Depositor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Client information will be deleted.

Organization as a Vendor

Assigning the Organization as a Vendor

To assign an organization as a Vendor, the desired organization is selected, Vendor tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

Vendor Information

 

  Code    Vendor’s title
  Description    The Vendor’s description
  Vendor Group    To which group of clients does the vendor belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Vendors

To change the Vendor information, Vendor tab is opened and the desired Vendor information is selected.

 

Organization - Logiwa WMS

 

After the Vendor tab is opened, Edit button is clicked. After this transactions, Vendor information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Vendor

To delete a Vendor from an organization, after the organization is selected, Vendor tab is opened and the desired Vendor is selected.

 

Organization - Logiwa WMS

 

After the Vendor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Vendor information will be deleted.

 

 

Organization’s Vehicle Owner

Assigning a Vehicle Owner

To create a new Vehicle Owner to the organization, the desired organization is selected, Vehicle Owner tab is opened and New button is clicked. The following screen is displayed:

 

Organization - Logiwa WMS

 

Vehicle Owner Information

 

  Code    The Vehicle Owner’s title
  Description    The Vehicle Owner’s description
  Notes    Notes about the Vehicle Owner

 

After filling the required information Save button is clicked.

Changing a Vehicle Owner

To change the Vehicle Owner information, Vehicle Owner tab is opened and the desired Vehicle Owner information is selected.

 

Organization - Logiwa WMS

 

After the Vehicle Owner tab is opened, Edit button is clicked. After this transactions, Vehicle Owner’s information can be changed. The desired information is changed and Save button is clicked.

 

Deleting a Vehicle Owner

To delete a Vehicle Owner from an organization, after the organization is selected, Vehicle Owner tab is opened and the desired Vehicle Owner is selected.

 

Organization - Logiwa WMS

 

After the Organization relation is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization relation information will be deleted.

Related Issues: Organization

 

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