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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:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| 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 from the Locations list. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code and Phone fields are automatically filled with appropriate values. |
| 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 phone contact number. |
| Notes | Enter the 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.
The form fields
Field | Description |
|---|---|
| Name | A department name. |
| Type | The field specifies the type of the organization structure item with one the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| 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.
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.
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.
To create a new company, follow the steps below:
- Navigate to Organization → Departments .
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
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.
To create a new company, 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.
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 | |
| Street | |
| City | |
| Zip / Postal Code | |
| Country | |
| Contact | |
| Phone | |
| Fax Phone | |
| Parent | |
| Latitude | Specify the geographical coordinate data of a location created. |
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