<imgalt="Photo of the building of Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Front.Page.Building.Zcompany?format=png"title="Add organisation: Z Company">
<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 organisation is the premise to the creation of 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 details: 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>
<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>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 would 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 the details.</p>
<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>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">
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<p>You will now be led to the details page of the Z Company page which has existed. As you can see, there are many fields to fill, which allow 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 had created a person named John Doh, who is the marketing manager of Z Company, one of 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 we are going to enter some details in "view" tab 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 image 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 in ERP5 home page, as you have seen in the previous tutorial “How to add people”.</p>
<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>How to Check the Creation (1)</h1>
<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 on top of the page and click on “organisations”, this will lead you to the organisations' list.</p>
<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>
<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 bread crumb circled in black on the picture, check that you are in the organisations' list. If everything worked fine, the bread crumb should display: ERP5 / Organisations. This means that you are located in the organisation list.</p>
<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>
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<h1>How to Check the Creation (3)</h1>
<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 on 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>
<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>
