EcomsyncOrganization Applet

Introduction

Organization Applet is an applet where the users can create, organize and manage their Company’s profile, Branch, Location, and Labels. The aim of the Organization Applet is to equip users to set up their companies to link to their branches and locations as to identify the movements of their transactions.

With this Organization Applet, the users can easily record/document their company’s profile and link the company with their branches and locations. This applet is recognized as one of the core applets for the Big Ledger Products as It will be needed across most of the applets to recognize the company, branch, and location of a transaction. Moreover, on the management side, the users have better control to manage their inventory movements and the transactions into the selected companies, branches, and locations.

In the Organization Applet, users can create branches based on their physical Branches, outlets, virtual branches for the online marketplace for recognition of the transactions activity. Location setup and tied to branches allow the tracking of inventory movement during the business activity routine.

The Organization Applet consists of four (4) main modules which are COMPANY, BRANCH, LOCATION, and LABEL

Step 1 - Company Menu

Creation of a company, with key information such as company registration number, and Chart Of Account assignation.

Step 2 - Branch Menu

Branches creation, with key information of online marketplace integration enabling function (optional), location linking for inventory tracking, labeling of branches based on customized labels created.

Step 3 - Location Menu

Location creation, 1 location can be linked to multiple branches, multiple locations can be linked to 1 branch as well.

Step 4 - Label Menu

Labels creation, enable the labeling of the Branches created with customized labels, such as Region, Virtual Branch, Branding of branches, Segmentation of Branches, etc. (based on user preferences)

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