Selecting Organisation Admin from the main Contacts menu, will take you to the main Organisation Admin screen:
Here you can see the list of all of your organisations. This is where you can create, edit and delete companies that you work with.
You can search your list, and delete organisations by checking the square in front of the organisation you want to delete and then click on Remove Selected red button,
Clicking on Create New will show a new screen where you can add information about your new organisation:
Check the correct Organisation Type boxes. This allows you to control where the organisation is displayed in the system. For example clicking Supplier will ensure that the organisation appears in the price tab.
If this is a company, such as a rights agency, that you need to pay royalties too you should check Show in Royalties? box to ensure that the company is visible there.
Enter the Organisation Name click on symbol if you want to add a parent organisation. This helps aggregate together multiple organisations for example different Waterstone branches for reporting purposes.
Clicking on Ids(Identifiers) will provide you with new fields.
Enter Organisation Code, SAN Code, VAT Number, Company Number
Clicking on Contact Details new fields will open, fill them in appropriately.
Clicking on Address new fields will open:
Check the boxes if the address is Default or Royalties Default. Click on the notes symbol ( marked with the red square in the image above) and blank fields will show up, fill them in accordingly:
To add another address click on the blue Add another address.
If you have any notes about the organisation you can leave them in the space provided:
When you have entered all the information about your new organisation click Create button.
To edit an organisation click on the organisation you want to edit and you will be taken to the screen where you can edit existing information and add additional:
The first tab Details is already explained in the text above, and here you can edit already existing data.
Next tab Region of Operation is where you can enter info about Supply Regions:
Next is Marketing tab:
Check the boxes accordingly and add an Organisation Description.
Sales and Returns tab is where you can add Sales Type for the organisation as well as Account Number:
Clicking on Contacts tab you will be able to see all the contacts connected to the organisation you can also click on Create New and you will be taken to Contacts section where you can add the contact. You can also Upload bulk contacts connected to the organisation by clicking Upload button when you will be again taken to the Contact section:
The next tab is Royalties where you can add all the relevant information about the organisation's royalties:
Fill in the blank fields accordingly. Click the Update button when finished.