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Managing Organisational Unit

This article provides the information on how you can manage and add different organisational units by following the provided details.

Batoi Apps Cloud helps you to track your Projects from Sales Enquiry to Delivery and Invoicing. To fully use its capabilities, certain components like Organisational Unit(s) must be configured. Organisational Units represent how your Company or Organisation categorises its business, be it by region/location or be it by function or any other factor. Once you define your divisions, you are ready to add an Organisational Unit.

Adding an Organisational Unit

To add an 'Organisational Unit', follow the steps as mentioned below:

Currently, only Tenant Admin can add Organisational Unit(s) for an Organisation.

In the menu bar, click on the 'Sidebar Menu' icon. Then click on the 'Organisation & Users' menu and then click on the 'Organisational Unit' sub menu as shown in Figure 1.

Figure 1
Figure 1

Upon doing so, the list page for 'Organisational Unit' containing the details of all the 'Organisational Units' those have been currently added for your Organisation will be displayed as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Add Organisational Unit Click to add organisational unit(s) for our organisation
2 Organisational Unit Name The name of the added organisational unit
3 Contact Number The contact number added for the organisational unit
4 Address The address of the added organisational unit
5 Taxes The tax details of the added organisational unit
6 Identification Codes The identification codes added for the organisational unit
7 Currency The currency selected for the added organisational unit
8 View Organisation Click to view the details of the added organisational unit

To add an 'Organisational Unit', click on the '+' button as shown in Figure 3.

Figure 3
Figure 3

Upon doing so, the 'Add Organisational Unit' pop-up window will appear as shown in Figure 4. Each step shown in the Figure 4 pop-up window is explained in the below table.

Figure 4
Figure 4
Sl. No. Name Type Description
1 Name Required Provide a meaningful name to easily identify the organisational unit
2 Telephone Number Optional Provide the telephone number associated with your organisational unit
3 Street Address Optional Provide the street address of your organisational unit
4 Country Optional Select the country in which your organisational unit is located
5 State Optional Select the state in which your organisational unit is located
6 City Optional Select the city name of your organisational unit
7 Zip/Pin Optional Provide the zip/pin code of your organisational unit
8 Select Currency Required Select the currency in which your organisational unit deals with from the drop-down menu
9 Fax Number Optional Provide the fax number associated with your organisational unit
10 Logo Optional Upload your business logo for this organisational unit
11 Website Optional Enter the website of your organisational unit
12 Fiscal Year Optional Select the fiscal year for your organisational unit, which is selected from January to December by default
13 Include Payment Details for Invoice Optional Enter the payment details for the organisational unit for payment process
14 Tax Level Optional Select whether the tax is applicable to product or order
15 Tax Name Optional Enter the tax name associated with your organisational unit
16 Tax Number Optional Enter the tax number associated with your organisational unit
17 Tax Value (%) Optional Enter the tax value of your organisational unit
18 + Add More Optional Click to add one row to enter the above said tax details
19 Identification Code Name Optional Enter the identification code name of your organisational unit
20 Identification Code Value Optional Enter the identification code value of your organisational unit
21 + Add More Optional Click to add one more row to enter another identification code

Once you are done with, click on the 'Submit' button to save your information as shown in Figure 4.

View Organisational Unit

To view the Organisation Details, click on the 'View Organisation' button as shown in Figure 5.

Figure 5
Figure 5

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