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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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| Characteristics |
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Here you can set the address and details for the related organisation
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 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.
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The setting should not be changed without first contacting our support team.
Next step: Season creation