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 (): 

Company → Branch → Section → Department → Unit.

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:

  1. Navigate to Organization → Companies.
  2. Click New and fill in the form.
  3. Click Save or Save and Exit to apply the changes.

The company form field

Field

Description

NameCompany name.
Type

The field specifies the type of the organization structure item with one the following possible values:

  • Company;
  • Branch;
  • Section;
  • Department;
  • Unit.

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:

  • None;
  • Internal;
  • Customer;
  • Vendor;
  • Manufacturer;
  • Service Provider;
  • Service Partner.

You can choose one of the possible values from the drop-down list.

CEOName of the Chief Executive Officer.
Parent companyName of the parent company if it is needed to be signed.
LocationSelect one of the possible values from the Locations list.
City

A name of the city where this Branch is located.

This field is automatically filled depending on the Location specified.


Street

A name of the street of a Branch location.

This field is automatically filled depending on the Location specified.


State/Province

A State or Province name of a Branch location.

This field is automatically filled depending on the Location specified.


Zip/Postal Code

A zip or postal numeric code of a Branch.

This field is automatically filled depending on the Location specified.


Phone

Enter a Branch phone contact number.

This field is automatically filled depending on the Location specified.


NotesEnter the information notes.
Related Lists
Branch
Section
Department
Unit

Branches

To create a new company, follow the steps below:

  1. Navigate to Organization → Branches.
  2. Click New and fill in the form.
  3. Click Save or Save and Exit to apply the changes.


Field

Description

NameA department name.
TypeA type of a company's division.
CompanyAssign a company from the list.
Branch headAssign a person in charge from the Users list.
LocationAssign a location from the list.
CityEnter the name of the city where this Branch is located.
StreetEnter the name of the street of a Branch location.
State/ProvinceDefine a State or Province name of a Branch location.
Zip/Postal CodeDefine a Zip or Postal Code of a Branch.
PhoneEnter a Branch phone contact number.
NotesEnter the information notes.

Sections

To manage the Section records, go to the Organization → Sections menu.

The Section record contains all the same fields as the Branch record and the field of the parent Branch name.

To create a new company, follow the steps below:

  1. Navigate to Organization → Sections.
  2. Click New and fill in the form.
  3. Click Save or Save and Exit to apply the changes.

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:

  1. Navigate to Organization → Departments .
  2. Click New and fill in the form.
  3. 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:

  1. Navigate to Organization → Units.
  2. Click New and fill in the form.
  3. 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:

  1. Navigate to Organization → Locations.
  2. Click New and fill in the form.
  3. Click Save or Save and Exit to apply the changes.

The Location form fields

FieldDescription
Name
Street
City
Zip / Postal Code
Country
Contact
Phone
Fax Phone
Parent
LatitudeSpecify the geographical coordinate data of a location created.