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You can present a company structure with the Branches, Sections, Departments, and Units list, which comprises all the company divisions and allows you to assign users to them. The organization structure of a company has the following gradation:
Company → Branch → Section → Department → Unit.
The Locations list allows you to store and specify all geographical locations used to describe the companies and their organizational structure.
Companies
The list of companies is used to store information about all organizations with which your company does business. You can assign a class to companies that represents a type of activity, dependencies, or kind of relationships with your company.
Create a company
Role required: admin.
To create a company record, follow these steps:
- Navigate to Organization → Companies.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Company form fields
Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a company name. |
| Type | Y | The type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Class | Y | Specify 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 | N | Specify the Chief Executive Officer. |
| Parent Company | N | Specify the parent company. |
| Location | Y | Specify the company's location. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code, and Phone fields are automatically filled with appropriate values. |
| City | N | Specify a name of the city where the company is located. |
| Street | N | Specify a name of the street of the company location. |
| State/Province | N | Specify a state or province name of the company location. |
| Zip/Postal Code | N | Specify a ZIP or postal numeric code of the company. |
| Phone | N | Specify a phone contact number. |
| Notes | N | Enter the additional information. |
| Related Lists | ||
| Branch | N | The list of the company's branches. |
| Section | N | The list of the company's sections. |
| Department | N | The list of the company's departments. |
| Unit | N | The list of the company's units. |
Create a branch
To create a branch, follow the steps below:
- Navigate to Organization → Branches.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Branch form fields
Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a branch name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Company | Y | Specify a parent company. |
| Branch Head | Y | Specify a person in charge. |
| Location | Y | Specify a location from the 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 | N | Specify a name of the city where the branch is located. |
| Street | N | Specify a name of the street of the branch location. |
| State/Province | N | Specify a state or province name of the branch location. |
| Zip/Postal Code | N | Specify a ZIP or postal numeric code of the branch. |
| Phone | N | Specify a phone contact number. |
| Notes | N | Enter the additional information. |
Create a section
To create a section, follow these steps:
- Navigate to Organization → Sections.
Click New and fill in the fields.
Click Save or Save and Exit to apply the changes.
Section form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a section name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Section Head | Y | Specify a person in charge. |
| Company | Y | Specify a parent company. |
| Branch | N | Specify a branch. |
| Location | Y | Specify a location. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code, and Phone fields are automatically filled with appropriate values. |
| City | N | Enter the name of the city where this section is located. |
| State/Province | N | Define a state or province name of the section location. |
| Street | N | Define the name of a street where this section is located. |
| Zip/Postal Code | N | Define a ZIP or postal code of the section. |
| Phone | N | Enter a section phone contact number. |
| Notes | N | Enter the information notes. |
Create a department
To create a department, follow these steps:
- Navigate to Organization → Departments.
- Click New and fill in the fields.
Click Save or Save and Exit to apply the changes.
Department form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a department name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Department Head | Y | Specify a person in charge. |
| Company | Y | Specify a parent company. |
| Branch | N | Specify a branch. |
| Section | N | Specify a section. |
| Location | Y | Specify a location. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code, and Phone fields are automatically filled with appropriate values. |
| City | N | Enter the name of the city where this department is located. |
| State/Province | N | Define a state or province name of the department location. |
| Street | N | Define the name of a street where this department is located. |
| Zip/Postal Code | N | Define a ZIP or postal code of the department. |
| Phone | N | Enter a department phone contact number. |
| Notes | N | Enter the information notes. |
Create a unit
To create a unit, follow these steps:
- Navigate to Organization → Units.
- Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
Unit form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify a unit name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Department Head | Y | Specify a person in charge. |
| Company | Y | Specify a parent company. |
| Branch | N | Specify a branch. |
| Section | N | Specify a section. |
| Department | N | Specify a department. |
| Location | Y | Specify a location. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code, and Phone fields are automatically filled with appropriate values. |
| City | N | Enter the name of the city where this unit is located. |
| State/Province | N | Define a state or province name of the unit location. |
| Street | N | Define the name of a street where this unit is located. |
| Zip/Postal Code | N | Define a ZIP or postal code of the unit. |
| Phone | N | Enter a unit phone contact number. |
| Notes | N | Enter the information notes. |
Locations
If some of your company branches or departments are located in different areas, you can use Locations to specify a location to a required company or department. An administrator can specify a location by filling in the fields with an address data (Country, City, etc.), entering the geographic coordinates and designating a contact person from the Users list.
Create a location
To create a location, follow these steps:
- Navigate to Organization → Locations.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Location form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | N | Specify the location name. |
| Street | N | Enter the name of the location street. |
| City | N | Enter the city's name. |
| Timezone | Y | Specify the timezone. |
| Zip / Postal Code | N | Specify the ZIP or postal code of the location. |
| Country | N | Select the location country. |
| Contact | N | Specify a user as a contact person. |
| Phone | N | Enter the phone number. |
| Fax Phone | N | Enter the fax phone number. |
| Parent Location | N | Specify the parent location. |
| Latitude | N | Specify the geographical coordinate data of the location. |
| State / Province | N | Define a state or province name of the location. |
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