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You can submit the Company structure with the Branchs, Sections, Departments, and Units list, which comprises all the company divisions and allows assigning users to them. The organization structure of a company has the following gradation (from bigger to smaller):
Company → Branch → Section → Department → Unit.
The Locations list allows storing and specifying all the geographical locations used for describing the companies and their organization structure.
Companies
The Companies list is used to keep information about all organizations your company conducts business with. You can assign a company class representing type of the activity, dependencies, or kind of relationships with your company.
To create a new company, follow the steps below:
- Navigate to Organization → Companies.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The company form fields
Field | Description | ||
|---|---|---|---|
| Name | Company name. | ||
| Type | The field specifies the type of the organization structure item with one the following possible values:
| ||
| Class | This field represents a type of activity or relationship with one of the options below:
You can choose one of the possible values from the drop-down list. | ||
| CEO | Name of the Chief Executive Officer. | ||
| Parent company | Name of the parent company if it is needed to be signed. | ||
| Location | Select one of the possible values Specify the company's location with the record from the Locations list.
| ||
| City | A name of the city where this Branch is located. | ||
| Street | A name of the street of a Branch location. | ||
| State/Province | A State or Province name of a Branch location. | ||
| Zip/Postal Code | A zip or postal numeric code of a Branch. | ||
| Phone | Enter a Branch A phone contact number. | ||
| Notes | Enter the additional information notes. | ||
| Related Lists | |||
| Branch | The list of the company's branches. | ||
| Section | The list of the company's sections. | ||
| Department | The list of the company's departments. | ||
| Unit | The list of the company's units. | ||
Branches
To create a new company, follow the steps below:
- Navigate to Organization → Branches.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
| Anchor | ||||
|---|---|---|---|---|
|
Field | Description | ||
|---|---|---|---|
| Name | A department name. | ||
| Type | The field specifies the type of the organization structure item with one the following possible values:
| ||
| Company | Assign a company from the list. | ||
| Branch head | Assign a person in charge from the Users list. | ||
| Location | Assign a location from the list. | ||
| City | Enter the name of the city where this Branch is located. | ||
| Street | Enter the name of the street of a Branch location. | ||
| State/Province | Define a State or Province name of a Branch location. | ||
| Zip/Postal Code | Define a Zip or Postal Code of a Branch. | ||
| Phone | Enter a Branch phone contact number. | ||
| Notes | Enter the information notes. |
Sections
To create a new section, follow the steps below:
- Navigate to Organization → Sections.
Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
Info The Section record contains all the same form fields as the Branch record in addition with the Branch record (except the Branch Head) along with teh additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section Head fields.
Departments
To manage the Departments records, go to the Organization → Departments menu.
The Department record contains all the same fields as the Branch record and the fields of the parent Branch and Section names.- - assign an Employee from the list as the section head.
Departments
To create a new companydepartment, follow the steps below:
- Navigate to Organization → Departments Departments.
- Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
Info The Section record contains all the same form fields as the Branch record in addition with the the parent Branch and the Section Head fields.
Units
To manage the Unit records, go to the Organization → Units menu.
The Unit record contains all the same fields as the Branch record and the fields of the parent Branch, Section, and Department names.Branch record (except the Branch Head) along with teh additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section - specify a parent section with the record from the list.
- Department Head - assign an Employee from the list as the department head.
Units
To create a new companyunit, follow the steps below:
- Navigate to Organization → Units.
- Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
Info The Section record contains all the same form fields as the Branch record (except the Branch Head) along with teh additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section - specify a parent section with the record from the list.
- Department - specify a parent department with the record from the list.
- Unit Head - assign an Employee from the list as the unit head.
Locations
If some of your company branches or departments are located in various areas, you may use Locations to specify a location to a required company or a department. An administrator can assign a location filling the form fields with an address data (Country, City, etc.), specifying the geographic coordinates and designating a contact person from the Users list.
To create a new location, follow the steps below:
- Navigate to Organization → Locations.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The location form fields
| Field | Description |
|---|---|
| Name | Specify the location name. |
| Street | Enter the name of the location street. |
| City | Enter the city's name. |
| Zip / Postal Code | Specify the Zip or Poztal code of the location. |
| Country | Select the location country from the list. |
| Contact | Assign a user from the list as a contact person. |
| Phone | Enter the phone number. |
| Fax Phone | Enter the fax phone number. |
| Parent | Specify the parent location record if it is necessary. |
| Latitude | Specify the geographical coordinate data of a the location created. |
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