ORGANIZATION AND LOCATION
WHAT IS ORGANIZATION
The Organization is the Top of the Hierarchy inside the System.
It is nothing but a company of the Group.
MCDONALD GROUP in Singapore has 20 Locations and are managed by few companies
In this case, we need to create two organization inside DineConnect.
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.