Screen Path: Entity> Organization
Key Words Explanation
Organization
An organization can be one or many of the following relations between 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.
- 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? |
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