Managing Organisational Unit
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:
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.
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.
||Click to add organisational unit(s) for our organisation|
||The name of the added organisational unit|
||The contact number added for the organisational unit|
||The address of the added organisational unit|
||The tax details of the added organisational unit|
||The identification codes added for the organisational unit|
||The currency selected for the added organisational unit|
||Click to view the details of the added organisational unit|
To add an 'Organisational Unit', click on the '+' button as shown in 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.
||Required||Provide a meaningful name to easily identify the organisational unit|
||Optional||Provide the telephone number associated with your organisational unit|
||Optional||Provide the street address of your organisational unit|
||Optional||Select the country in which your organisational unit is located|
||Optional||Select the state in which your organisational unit is located|
||Optional||Select the city name of your organisational unit|
||Optional||Provide the zip/pin code of your organisational unit|
||Required||Select the currency in which your organisational unit deals with from the drop-down menu|
||Optional||Provide the fax number associated with your organisational unit|
||Optional||Upload your business logo for this organisational unit|
||Optional||Enter the website of your organisational unit|
||Optional||Select the fiscal year for your organisational unit, which is selected from January to December by default|
||Optional||Enter the payment details for the organisational unit for payment process|
||Optional||Select whether the tax is applicable to product or order|
||Optional||Enter the tax name associated with your organisational unit|
||Optional||Enter the tax number associated with your organisational unit|
||Optional||Enter the tax value of your organisational unit|
||Optional||Click to add one row to enter the above said tax details|
||Optional||Enter the identification code name of your organisational unit|
||Optional||Enter the identification code value of your organisational unit|
||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.