1.1 How to Create an Organization

In order to use the system, you will need to insert your organization and company details.

In this example, we will be using a fictitious company named 'Demo Group' to demonstrate on how to create and setup your organization and company details. 

Step 1, 2 & 3:  System -> Organization -> Organization

Step 4: To create a new Organization, click on the 'Create' button.

Step 5: Enter the Code to represent your Organization, typically we will use the initials or acronym of the company as their code. However, you can enter any code as you wish, this is just a way for you to differentiate your Organization in the future.

Step 6: For the 'Description' column, typically we will enter the full name of the organization here.

Step 7: Then choose your default country by clicking on the 'Browse' button. You can select the default country for your organization operation country.

Step 8:  Next, you can select the default currency from the drop down list for your organization.

Step 9: Click 'Save' and you have just created a new Organization!

Tips If you do not see the name of the Organization appear on the drop down list, try refreshing your browser or logout and login to see the organization

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