Organisations Overview

Organisations Overview

Organisations are the companies that you deal with. You can have companies that you sell to as well as companies that you buy from.

Importing
To import organisations, view the Organisations page and click on the "Import" button. There are 5 options to choose from:
  1. New organisations - Click this to import new organisations
  2. New contact types - Click this to import contact types (email, phone etc) to organisations you already have in the system
  3. New addresses - Click this to import addresses to organisations you already have in the system
  4. New people - Click this to import people to organisations you already have in the system
  5. New people contact types - Click this to import contact types (email, phone etc) to people you already have in the system
Importing data involves 2 steps

Step 1
Select the file (CSV/XLS) on your computer and upload it to the server

Step 2
Map the columns in your file to the fields in the database
    • Related Articles

    • Regions Overview

      When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...
    • People Overview

      People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...
    • Warehouses Overview

      You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
    • Product Categories Overview

      To group your products in to categories go to "Setup > Product Categories". Click on the + Product Category button to add one.
    • Sales Orders Overview

      To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...