Organization

Screen Path: Entity> Organization

Organization - Logiwa WMS

Key Words Explanation

Organization

An organization can be through the following relations a vendor, client and/or customer.

Customer

A Customer is a relation that refers to the status of a purchaser for an organization.

Example:

Cheesers is a customer for a milk-producing company because Cheesers purchases its raw material, milk, from another organization.

Client

A Client is a relation that refers to the status of owning a product or group of products for an organization.

Example:

Cheesers own its products in a supermarket, which makes Cheesers a client to the supermarket.

Vendor

A Vendor is a relation that refers to the status of supplying other organization with a product or group of products

Example:

Cheesers supply a Restaurant downtown with different kind of cheese, which makes Cheesers a vendor to the restaurant  

Organization’s Description

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.

 

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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Organization Roles

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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