Manage Organizations

Organization Definition

• Organization in PDP Model are defined and served exactly the same way as in VRP/DC Model. For more information on Organization, please refer to this article: Organization Definition

Organization Types and Hierarchy Chart

• Organization Types and Hierarchy Chart in PDP Model are defined and served exactly the same way as in VRP/DC Model. For more information on Organization Types and Hierarchy Chart, please refer to this article: Organization Types and Hierarchy Chart

Account Setup Orientation

• Account Setup Orientation in PDP Model are defined and served exactly the same way as in VRP/DC Model. For more information on Account Setup Orientation, please refer to this article: Account Setup Orientation

Locate Organizations list

• Navigate to Organizations > Organizations tab
• This tab lists all the organizations you belong in or have the management rights over

Create Organizations

• You have two methods to create the Organizations: Webform and Excel import file

Create the Manufacturer

• The Manufacturer is the first Organization you have to create. This Organization can only be created using the Webform
• On the Webform, input the Organization Code and the Organization Name of the Manufacturer into the Organization Code and Organization Name fields, then click Save

• After the Manufacturer has been created, click its Edit icon On the Update Organization form, click on the Parent Organization field and select itself as its own Parent Organization. Next, click on the Organization Categories field, select the Manufacturer Organization Type 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 using either the Webform or the Excel import file

Create Lower-level Organizations

• After the Manufacturer has been created, you can create other lower-level Organizations using either the Webform or the Excel import file
• If you create the Organizations using the Excel import file, there are some notes that you should be aware of:
• 1 - When you create the direct lower-level Organizations of the Manufacturer - The Distributor or the Branch, you must copy the exact Organization Code of the Manufacturer on the Web app then paste it into the Parent Organization Code cell of the Distributor/Branch in the Excel import file

2 - When you create the Organizations that have yet to exist on the Web app, follow this step to create the parent-child relationship between an upper-level Organization and its direct lower-level Organizations (For example, a Branch and its Depot) in the Excel import file: Copy the Organization Code of the upper-level Organization from its Organization Code cell then paste that value into the Parent Organization Code cells of its direct lower-level Organizations

Organization information fields

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

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You don't necessarily need to input into every information fields

Apart from the information fields mentioned below, other information fields can be left blank during the creation process

Organization Information On Webform

• On the Webform, the information of an Organization is present on two tabs: Main Information and More Configuration
• The Main Information tab holds the basic information of the Organization
• The More Configuration tab holds the specific information for each Organization Type. As you select the attribute Organization Category on the Main Information tab, this tab will update accordingly and gray out the information fields not related to the selected Organization Type
• For example, if the Organization Category is Manufacture, on the More Configuration > Algorithm tab, there would be a tooltip specifying which type of Organization for the grayed-out information fields not related to the selected Organization Type.

• We have a dedicated article for the configurations on the More Configuration tab: Configurations by Organization Type

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

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BE VERY CAREFUL WHEN DELETING ORGANIZATIONS

If you delete an organization, all resources of that organization as well as the resources of all organizations beneath it will be deleted
For example: If you delete a Branch, the resources of that Branch as well as of all Depots directly under that Branch will be deleted

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