Organizations

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Organizations

 

 

Organizations are groups and or companies that can be considered by Eritrium users as:

 

Customer

Suppliers

Manufacturers

Partners

Competitors

 

Manufacturers are described in more detail in section Manufacturers

 

Suppliers are described in more detail in section Suppliers

 

Customers understood as companies and/or organizations can purchase our products and services and later on can ask us for support of any kind. Eritrium records all the information related to customer so users can easily find out what they bought, what assets have installed in their sites, which are the service agreements with them, how many times they have reported problems, and so on.

 

The Organizations form shows all the data available in the system for organizations, grouped in different tabs. From the main window options tree menu, navigate to "Customers / Contacts -> Organizations". The system will display all the organizations created.

 

The next figure shows an example of organization details form:

 

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The information managed by this window is:

General:

Code: Code for the supplier generated by Eritrium.

Active: If checked, this organization will be used from other objects, i.e: Select supplier from the part form.

Organization: Name of the organization to be used in listings.

Alias: Other naming for the organization.

Primary Phone:

Web: URL of the web of the organization

Branch of: Primary organization (if needed)

Priority: Priority given to the organization based on internal criteria.

Mail: eMail address of the organization.

Gobernment Id Number: Local identification code for the organization

Fax: Primary fax.

Sales Manager: Associated Sales Manager if treated as a customer

Service Manager: Associated Service Manager if treated as a customer.

Segmentation:

DUNS: DUNS code for the organization.

Relation: This is the kind of relation between the organization and us. To define the different options for relations, see Lookup Tables.

Industry: This is the kind of industry where the organizations belong to. To define the different options for Industries, see Lookup Tables.

Employees: The number of employees working for the organizations.

Territory: It's the area where the organization is located. To define the different territories, see Lookup Tables.

Supplier: Checked if considered as a supplier.

Competitor: Checked if considered as a competitor.

Manufacturer: Checked if considered as a manufacturer.

Partner: Checked if considered as a partner of any kind.

Configuration:

Invoice To: Organization to send invoices if it I the case.

Payment Term: Payment term for the organization as defined in look up tables.

Payment Type: Payment type for the organization as defined in look up tables.

Shipping Type: Shipping type for the organization as defined in look up tables

Shipping Company: Shipping company used to transport merchandizes.

Credit Limit: Credit limit for the organization when treated as a customer.

Primary Bank Account: Primary bank account for the organization.

Addresses:

Business Address: Address of the matrix.

Billing Address: Address to send invoices.

Shipping Address: Address to ship purchased products.

Other Contact Info

ISDN: ISDN identification

Primary phone: Phone that will be used by the rest of Eritrium objects.

Radio Phone

Mail

TTYTTD

Net Meting

Alias

Nic Name

Server

Departments: Structure of groups or departments of the organization

Contacts: List of persons that works for the organization or are employees.

Sales Opportunities: List of Sales Opportunities generated for the organization. By doing double click on any of them, Eritrium will open the related sales opportunity details form. See Sales Opportunities Management for more information.

Quotations: List of quotations generated for the organization By doing double click on any of them, Eritrium will open the related quotation details form. See Sales Quotation Management for more information.

Sales Orders: List of sales orders generated for the organization. By doing double click on any of them, Eritrium will open the related sales order details form. See Sales Sales Order Management for more information.

Invoices: List od invoices generated for the organization. By doing double click on any of them, Eritrium will open the related Invoice details form. See Sales Invoices Management for more information.

Trouble Tickets: List of trouble ticket generated for the organization. By doing double click on any of them, Eritrium will open the related Trouble Ticket details form. See Trouble Ticket Management for more information.

Documents: List of documents associated to the organization. By doing double click on any of them, Eritrium will open the related document details form. See Document Management for more information.

Mails: List of all the mails sent to the organization using Eritrium. By doing double click on any of them, Eritrium will open the related sales opportunity details form. See Mailing Management for more information.

Phone Calls: List of phone calls logged for the Organization. By doing double click on any of them, Eritrium will open the related Phone call details form. See Phone Call Management for more information.

 

From the organizations form the following actions can be performed:

 

Add Contact: It will generate a new contact person for the organization.

Supplied Products: Opens the products management form for the products supplied by the company

Manufactured Products: Opens the products management form for the products manufactured by the company (when treated as a manufacturer)

Addresses: Opens the Addresses Management Form for the organization.

Bank Accounts: Opens the Bank Accounts Management Form for the organization.

Add Sales Opportunity: This option will generate a new sales opportunity for the organization.

Create Quotation: Eritrium will generate a new quotation for the organization even if there is no open sales opportunity generated.

Add Sales Order: Eritrium will generate a new Sales Order for the organization even if there is no sales opportunity or quotation previously created.

Add Trouble Ticket: Generates a trouble ticket for the organization.

Add Call: Generates a Phone Call for the organization.

Send Email: Generates a new email to send to the organization

Add Document: Allows users to add new or existing documents to the organization

 

 

To add Organizations from the main window navigate to "File -> New ->Organization

 

To Delete existing Organizations, edit the one you want to remove and use top menu option: File -> Delete. If the Organization has active relationships of any kind with other system objects (e.g.: Organization has active assets, etc…) Eritrium will not let the user remove it.