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Summary
Setup Your Agent : Street street address, postal address, agent type and category, fax, default pickup, origin, ABN, payment terms, T&C's, attachments ( logo, terms), parent orgorganisation, sales rep, currencies, and pop message, GL codes.
Instructions
How to set up the remainder of the Organisation details ( optional ).
| Note |
|---|
Requires that the first HOWTO is already completed ‘Add New Organisation’ that saves the first 6 mandatory fields |
From the Organisations Menu, select Add New Organisation
Org Details tabAdd StreetAddress and PostalAddress details
Add ABN and website
Add contact details ; phone, and email
Select a country of origin (if the organisation is an agent)
Select a default pickup location if applicable
| Note |
|---|
Requires <<Pickup locations >>to be already created before associating a Pickup to an organisation |
| Warning |
|---|
Update the above text to link <<Pickup locations >>to the \Tours\Locations\howto once it is created and then delete this banner |
Agent Spec Tab
Select a Sales Rep (if the organisation is an agent)
Select an Agent Category from the drop down list
Select an Agent Type from the drop down list
Add an Organisation Group (this is a free type field, not a drop down list)
Add a Parent Organisation (if the organisation is a branch office or reseller of an agent)
| Note |
|---|
Requires the <<Lookups>> to be completed before the dropdowns can be selected |
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Advanced Tab
Add the organisations' Terms and Conditions
Add a pop-up message
Add Branch offices
Attachments Tab
Add the organisation's logo
Payment Integration
Select a default prepayment integration (if the organisation is an agent)
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This article is a how to on setting the advanced/optional fields for an organisation. It requires that the Organisation has been created and the initial 6 fields have been completed by the Add New Organisation article
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