What do I need to check before removing an organisation from Organisation Admin?

There could be several reasons as to why you would want to remove an organisation from Organisation Admin. Perhaps it is a record of a supplier that you no longer use for any of your titles, or it could be a duplicate record that was accidentally created during a sales file upload. In either case, if the organisation has existed within your system for a while, it is natural that you may want to check whether removing it would have any effect on the data that exists within your system. 

Here's a few things that you can double check before deletion. Note that the system itself won't actually let you remove an organisation if it is being used in other modules.

Organisation Admin

By navigating to Contacts > Organisation Admin, you can open the record for the organisation you are thinking of deleting to see where in the system it may already be showing. 

From here, there are a variety of tabs that would be useful for you to check before removing your organisation.

The Contacts Tab:

This tab shows all of the contacts that have been associated/allocated to this organisation in Contacts Admin. 

The Sales and Returns Tab:

This tab shows you all of the sales and returns that have been logged against your organisation within a specified sold date range. If there is data here, you won't be able to remove your organisation. 

The Rights Tab:

If your organisation has purchased rights to any of your titles, that information will be shown here. This information is pulled from the Rights > Contracts section of the system.

The Print Runs Tab:

 

If the organisation is connected with a title that has shipped, you will be able to see that information listed in this screen. 

The Orders Tab:

If you have recorded information about orders this organisation has made for a certain titles on the Orders tab in Production, you will be able to view that information here. 

 

Advanced Filters

In order to check how many titles may have your organisation logged as a supplier, you can use the Advanced Filters function in the main Book List. 

Once you have pressed on this button, you can select the organisation you are thinking of deleting from the "Supplier" dropdown menu. 

Press Go and your Book List will be filtered to show only titles that have this organisation logged as a supplier. You will not be able to remove the organisation until you have removed this supplier information from your titles.