Screen Path: Entity> Organization
Key Words Explanation
An organization can be through the following relations a vendor, client and/or customer.
A Customer is a relation that refers to the status of a purchaser for an organization.
Cheesers is a customer for a milk-producing company because Cheesers purchases its raw material, milk, from another organization.
A Client is a relation that refers to the status of owning a product or group of products for an organization.
Cheesers own its products in a supermarket, which makes Cheesers a client to the supermarket.
A Vendor is a relation that refers to the status of supplying other organization with a product or group of products
Cheesers supply a Restaurant downtown with different kind of cheese, which makes Cheesers a vendor to the restaurant
The Organization may be a vendor, client and/or customer. The organization also is a basic part of the platform.
The user can execute below-mentioned functions by clicking on Organization option.
- Search for an organization
- Create a new organization
- Change organization’s information
- Delete an organization
- Assign an address to an organization
- Assign a contact information to an organization
- Assign a customer to an organization
- Assign a company to an organization
- Assign a vendor to an organization
- Assign an organization relation
- Assign an organization access
- Importing an organization
Organization’s Fields Description
|Code||The name of the organization|
|Description||Information about the organization|
|Tax Office||The area this Organization is responsible for|
|Tax Code||A Unique financial code of the Organization|
|Website||The Organization’s Website|
|Active (True/False)||The Organization’s Status|
|Vendor (True/False)||Does the Organization acts as a Vendor?|
|Client(True, False)||Does the Organization acts as a Client?|
|Blacklist Reason||Assigning the following organization to a blacklist category already defined|
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