1. Enter Organization Details

Enter Organization Details
  1. Enter the name of the organization.
  2. Enter your internal ID or code for this organization if you have one.
  3. Select the type of organization and store it in the appropriate folder.
  4. Enter the organization’s telephone details.
  5. Enter the organization’s postal address details.
  6. If the organization’s physical address details are the same then you can click where it says: “Same as Postal Address” to copy over the details.
  7. Enter the details for all relevant organization contacts.
  8. Enter an email address and a phone number for the contact person in the organization. These contact details are used when sending out alerts to the contact person, so make sure the email is correct and the phone number has a country code included.
  9. Enter any relevant notes pertaining to this organization.
  10. If you wish to change the suppliers address you may also do so by dragging the pin on the map. As you’re dragging the pin the address will change automatically.