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Creating a new organisation implies changes in your S-360 contract. Please liaise with our team before creating a new organisation.
Pre-requisite: have your Institution characteristics setup
Aim: setup the rules for your organisation.
Description: create a new organisation within your license
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43745311
Screen configuration
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43745311
43745311
Anchor Characteristics Characteristics
Characteristics
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In GeneralGENERAL
Internal, External name and Code of your organisation
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Main language
Access control type defines how your barcodes are encrypted and generated. This is usually defined during the onboarding and the settings should not be changed without first contacting our support team.
Use SwissPass badge for access control : for swiss customers using SwissPass, this parameter will give the ability to work with the Swiss Pass card. Nota : this requires an interface setup and a service request before being used. Do not activate this feature yourself !
In Address ADDRESS
Here you can set the address and details for the related organisation
In Parameters
PARAMETERS
Here you will define/see the main parameters such as:
Time zone
Day starting time
Contacts
Currency
Cash type defines what level of view your operators will have when closing their cash desks. Two types available:
1) Direct detailed, that permits full view and help in case of errors; 2) Restricted view, which won't provide additional details in case of errors.
Use sales price breakdown in bottom-up mode
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Suspense account authorisation for a new contact, if "yes" each new contact will be allowed to a waiting account
Default maximum outstanding balance, enabled if the previous one is "yes" in order to define the maximum amount allowed.
Partner Organisation
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is used in multi-organizations institutions, when you want to allow sub-organizations to sell products from other sub organizations' catalogs.
Activity/Product profiles are still necessary to allow the proper sales channel at selling organization level.
ORGANIZATION VARIABLES
In some circumstances specific parameters might be created in this screen according to the guidelines provided by our team.
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The screen configuration gives you the opportunity to define the information requested in your different formcontact forms or ticketshop's screens.
You can customize those forms globally by modifying the information initially setup when Screen name = all and Sales channel = Default for organization
Then you can also apply specific rules on a particular sales channel, by selecting it in the dropdown and clicking on Search.
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The setting should not be changed without first contacting our support team.
Next step: Season creation