Organization

PrismERP’s Organization module allows users to efficiently manage all organizational information, including contacts, locations, company details, and related activities. It enables adding new organizations, tracking opportunities and campaigns, and accessing detailed views for streamlined decision-making. Users can search, filter, and register organizations as customers, ensuring organized business management.

1. New Organization

Basic Information:

Field	Action
Name	Enter the official name of the organization.
Print As	Enter the name to be used on printed documents and reports.
Code	Enter a unique organization code.
Parent	Select the parent organization, if applicable.
Contact By	Select the primary contact person or reference.
Information Source	Select the source from which the organization information was obtained.
Customer Category	Select the customer category for classification.
Branch	Select the branch associated with the organization.
Description	Enter a brief description of the organization.

Location Information:

Field	Action
Latitude	Enter the latitude coordinate of the organization location.
Longitude	Enter the longitude coordinate of the organization location.

Territory Information:

Field	Action
National	Select the national territory or country.
Region	Select the region.
Division	Select the division under the region.
Zone	Select the zone for operational or sales purposes.
Territory	Select the specific territory.
Route	Select the route assigned to the organization.

Company Information:

Field	Action
Founded On	Enter the organization’s founding date.
Reg No.	Enter the business registration number.
Category	Select the business category.
Business Type	Select the type of business.

Company Contact Information:

Field	Action
Phone	Enter the primary phone number.
Alt. Phone	Enter an alternative phone number.
Mobile	Enter the primary mobile number.
Alt. Mobile	Enter an alternative mobile number.
Fax	Enter the fax number, if applicable.
Alt. Email	Enter an alternative email address.
Website	Enter the official website address.
Email	Enter the primary email address.

Contact Persons Information:

Field	Action
Contact Type	Select the type of contact person.
Name	Enter the contact person’s name.
Department	Enter the department name.
Designation	Enter the designation or job title.
Gender	Select the gender of the contact person.
Mobile No	Enter the mobile number of the contact person.
Phone	Enter the phone number of the contact person.
Email	Enter the email address of the contact person.

Address Information – Billing Address:

Field	Action
Country	Select the billing country.
City	Select the billing city.
Thana	Select the billing thana or area.
Address	Enter the complete billing address.

Address Information – Shipping Address:

Field	Action
Same as Billing	Enable if the shipping address is the same as the billing address.
Country	Select the shipping country.
City	Select the shipping city.
Thana	Select the shipping thana or area.
Address	Enter the complete shipping address.

2. List Of Organizations

2.1 Search, Filter & Actions

Field	Action
Organization	Search by organization name to locate a specific organization.
Parent Org.	Filter organizations based on their parent organization.
Category Type	Filter organizations by customer or business category.
Business Type	Filter organizations by business type.
Org. Email	Search organizations using the organization’s email address.
Contact Person	Search by the contact person’s name linked to the organization.
Phone	Search organizations using phone number.
Mobile	Search organizations using mobile number.
Email	Search by contact person’s email address.
Created By	Filter organizations by the user who created the record.
Contact By	Filter organizations by assigned contact reference.
Branch	Filter organizations by branch or office location.
From – To	Select a date range to view organizations created within a specific period.
Status	View the current status of the organization and update their status (e.g., Active, Inactive).
Register as Customer	Register the organization as a customer for sales, invoicing, and transaction purposes.

2.2 View Details & Action

Field	Action
Basic Information	View and edit core organization details such as Name, Sub Type, Code, Created Date, Contact By, Company Rating, Information Source, Description, and Route.
Opportunities	View, search, and manage sales opportunities linked to this organization.
Campaigns	View and manage campaigns associated with the organization.
Potentials	Track and manage potential deals or leads related to the organization.
Activities	Track, view, and manage activities scheduled or performed for the organization.
Quotes	View, create, or edit quotes generated for the organization.
Attachments	Upload, view, or download documents attached to the organization record.

3. Add Business Type

Field	Action
Type Name	Enter the name of the business type
Category	Select the category under which this business type falls

4. Business Type List

Field	Action
Name	Search business types by their name.
Category	Filter business types based on category
Status	View or filter business types by their status (e.g., Active, Inactive) and update if needed.
Edit	Edit and update business type information directly from the list view.

5. Add Organization Category

Field	Action
Category Type Name	Enter the name of the category type. Example: Cold Storage.

6. Organization Category List

Field	Action
Name	Search organization categories by their name.
Status	Filter categories by status (Active/Inactive) and update if needed.
Edit	Edit or update category details directly from the list.

7. Organization List Report

Field	Action
Report	Preview , generate and download reports in multiple formats.