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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 ():
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:
- Navigate to Organization → Companies.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The company form field
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. |
| 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. |
| Notes | Enter the information notes. |
| Related Lists | |
| Branch | |
| Section | |
| Department | |
| Unit | |
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.
Field | Description |
|---|---|
| Name | A department name. |
| Type | A type of a company's division. |
| 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 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:
- Navigate to Organization → Sections.
- Click New and fill in the form.
- 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:
- 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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