Manage Organizations

Locate Organizations list

Navigate to Organizations > Organization List tab
This tab lists all the organizations in which you belong or have the management rights over, if you are the administrator user

Organization Types and Hierarchy Chart

In Freight transport - Road model, essentially there are two organization types needed: Manufacturer and Transporter
The function of each organization is in the below table:

Organization Type	Direct Upper-level Organization type	Resources
Manufacturer	Manufacturer (Itself)	Have the management rights over all resources

Transporter	Manufacturer	Directly manages the truck tractors, trailers, containers, drivers and customers

Create Organizations

Organization information fields

Below is the list of information fields of organizations of this model

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Except for the information fields mentioned below, all other information fields can be left blank

Information field	Description & Input
Parent Organization (Web form); Parent Organization Code (Excel template) (Required)	1. Description: The direct upper level organization of the organization being created 2. Input rules: Web form: Click on that field, type either the Organization Name or Organization Code of the upper level organization of the organization being created into the search bar, then select from the drop down menu Excel template: Copy the Organization Code of the upper level organization of the organization being created on Web app, then paste into this cell Note: The Organization Name and Organization Code of organizations can be found under "Organization Name" and "Organization Code" columns in "Organizations > Organization List" tab


Organization Code (Web form + Excel template) (Required)	1. Description: Organization Code assigned to the organization being created 2. Input rules: Format: Must not contain spaces For example: "Org 01" is not acceptable; "Org_01" is acceptable Note: When you use the Web form, the organization code will automatically be capitalized For example: If you input "Sample_Organization_Code", it will automatically be converted into "SAMPLE_ORGANIZATION_CODE" This code is case sensitive For example: "Sample_Organization_Code" is different than "SAMPLE_ORGANIZATION_CODE". Please pay attention when copying the code


Organization Name (Web form + Excel template) (Required)	1. Description: Name of the organization being created 2. Input rules: Format: Free-form


Organization Categories (Web form); Organization Category Code (Excel template) (Required)	1. Description: Organization Type of the organization being created 2. Input rules: Web form: Click on the field and choose the appropriate Organization Type from the drop down menu Excel template: If the organization being created is the Transporter, input the following value into the cell: TRANSPORTER


Latitude, Longitude (Web form + Excel template) (Required)	1. Description: Coordinate information of the organization being created 2. Input rules: Format: Decimal Degrees For example: 41.40338 and 2.17403 Read this article for instruction: Get coordinate information of places


Open Time; Close Time (Web form + Excel template) (Required)	1. Description: The regular time of day at which the organization being created officially starts working and closes 2. Input rules: Format: hh:mm (24 hour format) For example: The organization being created regularly starts working at 8:30 A.M and closes at 5:30 P.M everyday. You need to input the following values in the Open Time field and Close Time fields: 08:30 and 17:30


Phone Number (Web form + Excel template) (Required)	1. Description: Phone contact of the organization being created 2. Input rules: Format: Numbers only. Must not contain spaces For example: "090 181 0800" or "090.181.0800" is not acceptable; "0901810800" is acceptable


Address (Web form + Excel template) (Required)	1. Description: Official address where the organization being created is located 2. Input rules: Format: Free-form

You will have 2 options to create organizations:

Option 1: Create single organization using Web form

Please refer to the CRUD functions article to know the general steps about creating single object using web form
When using Web form, information fields of an organization must be input in the sequence below to ensure no mistakes:

Parent Organization
Organization Categories
Organization Code
Organization Name
Latitude, Longitude
Phone Number; Address
Other optional information fields

Option 2: Create multiple organizations using Excel template

Please refer to the CRUD functions article to know the general steps about creating multiple objects using Excel template

Create the Manufacturer

You have to create the top organization - The Manufacturer, using Web form
For this organization, you would not be able to select its Organization type from the Organization Categories field right away, because the Parent Organization field is not yet set up

In order to do so, input other necessary information (Organization Code; Organization Name; Address; Latitude; Longitude), click Save in order for Abivin vRoute to recognize the newly created Manufacturer in the database

Next, click on Edit icon of the Manufacturer

On the Organization Information screen, click on Parent Organization field and select itself as its own Parent Organization

After that, click on the Organization Categories field, select Manufacture from the drop down menu

Click Save to confirm the change
Now the Manufacturer has been fully set up. You can move on to create other lower level organizations

Create lower level organizations

After the Manufacturer has been created, you are able to create the lower level organizations either on Web form or by using Excel template
When creating organizations directly under the Manufacturer, you must copy the exact Organization Code of the Manufacturer on Web app then paste into the Parent Organization Code cells of those direct lower level organizations in the Excel template

For other organizations, as you write the Organization Code for them, copy their Organization Codes then paste into the Parent Organization Code cells of their direct lower level organizations

Update Organization

Please refer to the CRUD functions article to know the general steps about updating objects in Abivin vRoute

Delete Organization

Please refer to the CRUD functions article to know the general steps about deleting objects in Abivin vRoute

Search and Filter Organization

Search Organization

Enter either the Organization Code or the Organization Name of the organization you want to search in the search box
The system will filter and return result shortly

Filter Organization

You can filter Organization that are the same Organization Type or share the same Parent Organization by clicking on the Organization Categories and Parent Organization columns then ticking on boxes in the drop down menus

You can also search an organization quicker by typing the Organization Name or Organization Code of its upper level organization in the search bar of Parent Organization column; or the Organization Type in the search bar Organization Categories column

You can combine these two filters for more accurate search results

Locate Organizations on the map

To view locations of organizations on the map, click on View Map icon (Next to the Search field)

On the map, each organization is marked by a symbol
Click on each symbol to show the label of the organization
Click on View data table icon to get back to the organization list screen