Organization

PrismERP’s Organization module allows users to manage organization details, contact information, addresses, and related business activities. Users can add organizations, track opportunities and campaigns, manage potential deals, and register organizations as customers.

Add New Organization

Field	Action
Name	Enter the official name of the organization.
Print As	Enter the name to be displayed 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.
Branch	Select the branch associated with the organization.
Description	Enter a brief description of the organization.
Latitude	Enter the latitude coordinate of the organization’s location.
Longitude	Enter the longitude coordinate of the organization’s location.
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.
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.
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 organization’s official website address.
Email	Enter the primary email address.
Contact Type	Select the type of contact person.
Name	Enter the contact person’s name.
Department	Enter the contact person’s department.
Designation	Enter the contact person’s designation or job title.
Gender	Select the contact person’s gender.
Mobile No	Enter the contact person’s mobile number.
Phone	Enter the contact person’s phone number.
Email	Enter the contact person’s email address.
Country	Select the billing country.
City	Select the billing city.
Thana	Select the billing thana or area.
Address	Enter the complete billing address.
Same as Billing	Enable this option 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.

Organization List

In the Organization List, users can search for organizations and filter them by name, category, business type, contact details, branch, creator, date range, and other criteria. They can update an organization’s status, such as Active or Inactive, or register it as a customer for sales, invoicing, and other transactions.

When users select an organization, its basic information appears in the left panel. They can view and edit details such as the organization name, code, contact person, company rating, and address. The right panel displays related records, including opportunities, campaigns, potential deals, activities, and quotes. Users can also upload, view, or download documents attached to the organization.

Add Business Type

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

Business Type List

From the Business Type List, users can search for business types by name and filter the list by category or status. They can also update a business type’s status or edit its information directly from the list.

Add Organization Category

Field	Action
Category Type Name	Enter the name of the organization category. For example, Cold Storage.

Organization Category List

From the Organization Category List, users can search for categories by name and filter them by status. They can also change a category’s status between Active and Inactive or edit its details directly from the list.