Creating Organisations

Creating Organisations link arrow_upward

1. Expand Reference Data within the navigation menu, open Organisations page.
2. On a new row, key our database Name.
3. Scroll to the right, click Assign Database button.
4. Follow next steps to add suppliers.

Adding Suppliers link arrow_upward

1. Ensure we are in Organisations page by expanding Reference Data within the navigation menu, and opening Organisations page.
2. Tabs appear at the bottom of the grid, open Suppliers detail grid.
3. Select all suppliers we use from the Kind drop down list. The Name will auto-populate, unless it is a general account.
4. Follow next steps to add accounts.

Adding Accounts link arrow_upward

1. Ensure we are in Organisations page by expanding Reference Data within the navigation menu, and opening Organisations page.
2. Tabs appear at the bottom of the grid, open Accounts detail grid.
3. Key the following fields:
   • Business - this will automatically populate based on our organisation name.
   • Supplier
   • Description - this should be left blank if we only have one account for that supplier.
   • Full Name - this will automatically populate based on our business and supplier.
   • External Name - this will automatically populate based on our description. If we have no description, key external name.
   • Internal Name - this will automatically populate based on our business and description details.
   • Account Number
   • Contact
   • Email Address
   • Country
4. Follow next steps to add sites.

Adding Sites link arrow_upward

1. Ensure we are in Organisations page by expanding Reference Data within the navigation menu, and opening Organisations page.
2. Tabs appear at the bottom of the grid, open Sites detail grid.
3. Key the following fields:
   • Business - this will automatically populate based on our organisation name.
   • Name
   • External Name - this will automatically populate based on our business and site name.
   • Code - optional
   • Contact
   • Email Address
   • Phone Number
   • Address
4. Follow next steps to link sites to accounts.

Linking Sites to Accounts link arrow_upward

1. Ensure we are in Organisations page by expanding Reference Data within the navigation menu, and opening Organisations page.
2. Tabs appear at the bottom of the grid, open Supplier Accounts detail grid.
3. Select our Site from the dropdown.
4. Select our recognised Supplier Account from the dropdown.
5. Repeat with our other sites and supplier accounts.

info

Suppliers, accounts, and sites can only be added by an organisation super user with manage core data permission.