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ORGANIZATION AND LOCATION

WHAT IS ORGANIZATION
ORGANIZATION

The Organization is the Top of the Hierarchy inside the System. 

 

It is nothing but a company of the Group.

 

For Example, 

 

MCDONALD GROUP in Singapore has 20 Locations and are managed by few companies

 

BRANC PTE LTD

 

 

Company manages branches in BEDOK 

and PAYA LEBBAR

MCDONALD PTE LTD

Company manages rest of the 18 Outlets

In this case, we need to create two organization inside DineConnect.

LOCATION

Location is nothing but the place where the transactions (SALES OR PURCHASES) happen. We can call it as Outlets or Warehouse.

CREATE OR UPDATE ORGANIZATION

STEP 1: Go to CONNECT --> MASTER --> ORGANIZATION. The Page displays all the Organization in the Tenant. 

NOTE: From this Page, you will be able to export the Organization or Edit or Create the Organization

STEP 2: To Create the New Organization. Just click CREATE ORGANIZATION on the Top left and the following screen appears

CODE AND NAME are Mandatory to do that. Once you are done, you can click SAVE. 

STEP 3: Just in case, if you want to edit the Organization, you can go STEP 1 and Click Actions. The following Screen appears

You can click Edit button and pop up screen appears as below

CREATE OR UPDATE LOCATION

STEP 1: Go to CONNECT --> MASTER --> LOCATION. The Page displays all the Organization in the Tenant. 

STEP 2: To Create the New LOCATION. Just click CREATE LOCATION on the Top left and the following page appears

Organization The Organization which the locations belong to
Code Code of the Location
Name  Name of the Location

You can add the address and contact from the Respective Tab

SETTINGS and ADDON are explained in other tutorials

STEP 3: Just in case, if you want to edit the LOCATIONS, you can go STEP 1 and Click Actions. From the Dropdown, you can select EDIT. 

It takes to the Location Page where you can modify the Location values. 

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