<imgalt="Photo of the building of Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Front.Page.Building.Zcompany?format=png"title="Adding an organisation: Z Company">
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by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>.
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<p>Now you know how to create the related organisation of a person when he/she is created. But we can also use the organisation creation function which is independent from the person creation function, but which is quite similar to the person creation process, to create and manage organisations in ERP5.</p><p>As we have seen from the previous tutorial, in ERP5, the creation of an organisation is the premise to create a person. Organisations are really important because people are linked to them. For example, when you sell a product or a service to a person, you indirectly sell it to his/her organisation. The organisation creation function is also very practical because of the attributes you are going to define the different organisations with: sometimes you might be looking for specific types of organisations, for instance, press agencies when you have an announcement to make. Now this is really easy with ERP5, just search for the organisations you defined as press agencies. You can also go deeper into detail: you might be looking for American press agencies if the product you want to communicate about is exclusively targeting the US market, then search in ERP5 for your American press agencies...</p><p>Now, let's see how you can create and define an organisation with the help of ERP5.</p>
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<h1>How to Add Organisations</h1>
<imgalt="Photo of the building of Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Front.Page.Building.Zcompany?format=png"title="Adding an organisation: Z Company"/>
<p>Now you know how to create the related organisation of a person when he/she is created. But we can also use the organisation creation function which is independent from the person creation function, but which is quite similar to the person creation process, to create and manage organisations in ERP5.</p>
<p>As we have seen from the previous tutorial, in ERP5, the creation of an organisation is the premise to create a person. Organisations are really important because people are linked to them. For example, when you sell a product or a service to a person, you indirectly sell it to his/her organisation. The organisation creation function is also very practical because of the attributes you are going to define the different organisations with: sometimes you might be looking for specific types of organisations, for instance, press agencies when you have an announcement to make. Now this is really easy with ERP5, just search for the organisations you defined as press agencies. You can also go deeper into detail: you might be looking for American press agencies if the product you want to communicate about is exclusively targeting the US market, then search in ERP5 for your American press agencies...</p>
<p>Now, let's see how you can create and define an organisation with the help of ERP5.</p>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>
<imgalt="Add organisation in ERP5 example: Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Example.Zcompany?format=png"title="Add organisation in ERP5 example: Z Company">
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<p>This tutorial continues with the example of the organisation "Z Company", which is our client.</p>
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<h1>Click on the “New” tab</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.ERP5.Express.Menu.New.Screenshot?format=png"alt="Add organisation: Click on the 'New' tab"title="Add organisation: Click on the 'New' tab">
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<p>From the ERP5 home page you have reached after login, click on “New” in the tab menu, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Browse" tab instead to find our existing client "Z Company" and fill in the details.</p>
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<h1>Example</h1>
<imgalt="Add organisation in ERP5 example: Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Example.Zcompany?format=png"title="Add organisation in ERP5 example: Z Company"/>
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<p>This tutorial continues with the example of the organisation "Z Company", which is our client.</p>
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<h1>Click on the “New” tab</h1>
<imgalt="Add organisation: Click on the 'New' tab"src="http://img.erp5.cn/user-Howto.Add.Organisations.ERP5.Express.Menu.New.Screenshot?format=png"title="Add organisation: Click on the 'New' tab"/>
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<p>From the ERP5 home page you have reached after login, click on “New” in the tab menu, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Browse" tab instead to find our existing client "Z Company" and fill in the details.</p>
<imgalt="Add organisations: Fill the 'View' page and save"src="http://img.erp5.cn/user-Howto.Add.Organisations.View.Save?format=png"title="Add organisations: Fill the 'View' page and save">
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<p>You will now be led to the details page of the Z Company page, which we have already created. As you can see, there are many fields to fill, which allows you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.</p><p>Summary: we created a person named John Doe, who is the marketing manager of Z Company, one of the VIFIB clients. If you remember well, the rganisation Z Company had been created directly through the person creation module (cf “How to add people” tutorial) by "Add Organisation", but had not been taken care of.Now in the view tab, we are going to enter some details about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.</p><p>After you have filled the “view” tab, save the data by clicking on the disk symbol on the right of the screen. </p>
<p>But please note that the organisations can also be created through the organisation creation module from the New tab on the ERP5 home page, as you have seen in the previous tutorial “How to add persons”.</p>
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<h1>Fill the “view” tab and save</h1>
<imgalt="Add organisations: Fill the 'View' page and save"src="http://img.erp5.cn/user-Howto.Add.Organisations.View.Save?format=png"title="Add organisations: Fill the 'View' page and save"/>
<detailsopen="open">
<p>You will now be led to the details page of the Z Company page, which we have already created. As you can see, there are many fields to fill, which allows you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.</p>
<p>Summary: we created a person named John Doe, who is the marketing manager of Z Company, one of the VIFIB clients. If you remember well, the rganisation Z Company had been created directly through the person creation module (cf “How to add people” tutorial) by "Add Organisation", but had not been taken care of.Now in the view tab, we are going to enter some details about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.</p>
<p>After you have filled the “view” tab, save the data by clicking on the disk symbol on the right of the screen.</p>
<p>But please note that the organisations can also be created through the organisation creation module from the New tab on the ERP5 home page, as you have seen in the previous tutorial “How to add persons”.</p>
<imgtitle="Add organisations: Fill the 'Details' tab"src="http://img.erp5.cn/user-Howto.Add.Organisations.Details.Tab?format=png"alt="Add organisations: Fill the 'Details' tab">
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<p>In "Details" tab, you can fill in the details and save the changes.</p>
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<h1>Fill the "Details" tab</h1>
<imgalt="Add organisations: Fill the 'Details' tab"src="http://img.erp5.cn/user-Howto.Add.Organisations.Details.Tab?format=png"title="Add organisations: Fill the 'Details' tab"/>
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<p>In "Details" tab, you can fill in the details and save the changes.</p>
<imgalt="Add organisations: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.Organisations.Details.Page.Other.Tabs.Screenshot?format=png"title="Add organisations: Other tabs in the 'Details' page"/>
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<p>Similar to creating people, there are some tabs that will automatically be updated by ERP5, such as “Transactions”, “Financial informations” and “Documents”. The application will update those tabs whenever necessary, for example, to trace a transaction that occurred between VIFIB and the client Z Company.</p>
<p>When you have entered all information of the created company and saved it, it is time to validate the organisation, which works exactly the same way as person's validation.</p>
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<h1>How to Validate an Organisation (1)</h1>
<imgalt="Validate new organisation (1): Click on the 'Action' tab"src="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.1.Action.Screenshot?format=png"title="Validate new organisation (1): Click on the 'Action' tab"/>
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<p>Click on the “Action” item list.</p>
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<h1>How to Validate an Organisation (2)</h1>
<imgalt="Validate new organisation (2): Click on 'Validate'"src="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.2.Validate.Screenshot?format=png"title="Validate new organisation (2): Click on 'Validate'"/>
<imgtitle="Add organisations: Other tabs in the 'Details' page"alt="Add organisations: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.Organisations.Details.Page.Other.Tabs.Screenshot?format=png">
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<p>Similar to creating people, there are some tabs that will automatically be updated by ERP5, such as “Transactions”, “Financial informations” and “Documents”. The application will update those tabs whenever necessary, for example, to trace a transaction that occurred between VIFIB and the client Z Company.</p><p>When you have entered all information of the created company and saved it, it is time to validate the organisation, which works exactly the same way as person's validation.</p>
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<h1>How to Validate an Organisation (1)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.1.Action.Screenshot?format=png"title="Validate new organisation (1): Click on the 'Action' tab"alt="Validate new organisation (1): Click on the 'Action' tab">
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.2.Validate.Screenshot?format=png"title="Validate new organisation (2): Click on 'Validate'"alt="Validate new organisation (2): Click on 'Validate'">
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<p>Click on “Validate”.</p>
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<h1>How to Validate an Organisation (3)</h1>
<imgalt="Validate new organisation (3): Check the update status"src="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.3.Update.Status.Screenshot?format=png"title="Validate new organisation (3): Check the update status"type="image/svg+xml"/>
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<p>Check the update status.</p>
<p>When everything has been done correctly (i.e. you have entered the data, saved and validated the organisation you created), it is time to check that Z Company appears in the organisation list of ERP5. Once again, this works the same way as for creating a person.</p>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Validate.3.Update.Status.Screenshot?format=png"title="Validate new organisation (3): Check the update status"alt="Validate new organisation (3): Check the update status"type="image/svg+xml">
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<p>Check the update status.</p><p>When everything has been done correctly (i.e. you have entered the data, saved and validated the organisation you created), it is time to check that Z Company appears in the organisation list of ERP5. Once again, this works the same way as for creating a person.</p>
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<h1>How to Check the Creation (1)</h1>
<imgalt="Check organisation creation (1): Click on the 'Modules' tab"src="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.1.Modules.Screenshot?format=png"title="Check organisation creation (1): Click on the 'Modules' tab"/>
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<p>To check the new organisation, you will have to navigate to the list of existing organisations.</p>
<p>Click on the “ERP5 Modules” item list at the top of the page and click on “organisations”, this will lead you to the organisations' list.</p>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.1.Modules.Screenshot?format=png"alt="Check organisation creation (1): Click on the 'Modules' tab"title="Check organisation creation (1): Click on the 'Modules' tab">
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<p>To check the new organisation, you will have to navigate to the list of existing organisations.</p><p>Click on the “ERP5 Modules” item list at the top of the page and click on “organisations”, this will lead you to the organisations' list.</p>
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<h1>How to Check the Creation (2)</h1>
<imgalt="Check orgaisation creation (2): Click on 'Organisations'"src="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.2.Organisations.Screenshot?format=png"title="Check orgaisation creation (2): Click on 'Organisations'"type="image/svg+xml"/>
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<p>Now using the hint circled in green on the picture, check that you are in the organisations' list. If everything worked correctly, the hint should display: ERP5 / Organisations. This means that you are located in the organisation list.</p>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.2.Organisations.Screenshot?format=png"type="image/svg+xml"alt="Check orgaisation creation (2): Click on 'Organisations'"title="Check orgaisation creation (2): Click on 'Organisations'">
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<p>Now using the hint circled in green on the picture, check that you are in the organisations' list. If everything worked correctly, the hint should display: ERP5 / Organisations. This means that you are located in the organisation list.</p>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.3.Organisationline.Screenshot?format=png"alt="Check organisation creation (3): Check the organisation's line"title="Check organisation creation (3): Check the organisation's line">
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<p>The final step is to check that Z Company is in the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.</p>
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<h1>How to Check the Creation (3)</h1>
<imgalt="Check organisation creation (3): Check the organisation's line"src="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.3.Organisationline.Screenshot?format=png"title="Check organisation creation (3): Check the organisation's line"/>
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<p>The final step is to check that Z Company is in the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.</p>
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<h1>Use "Browse" tab</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Screenshot?format=png"alt="Check organisation creation: Browse the 'Organisations' database"title="Check organisation creation: Browse the 'Organisations' database">
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<p>You can also use the "Browse" tab in the home page to check the organisations stored in your ERP5 database. Just click on “Organisations” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and“Persons”.</p>
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<h1>Use "Browse" tab</h1>
<imgalt="Check organisation creation: Browse the 'Organisations' database"src="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Screenshot?format=png"title="Check organisation creation: Browse the 'Organisations' database"/>
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<p>You can also use the "Browse" tab in the home page to check the organisations stored in your ERP5 database. Just click on “Organisations” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and“Persons”.</p>
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<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>
