Companies are useful for multi-company platforms, or to manage direct ordering.

Create a company

To create a company, click on . In the "Details" section, fill in the required fields.

Info

Indicate which ERP logistician is attached to your company as well as the currency.
Enter the postage, postage type (value, weight or quantity) and whether it is mandatory or not, i.e. whether the user must reach the postage for the order not to be subject to validation.
It is also possible to automatically add the T&Cs to each purchase order/return by choosing the parameter, and uploading the T&Cs file.
Finally, you can allow or not orders for free products.

Models

Indicate what the default sales plans, purchase orders and return orders are for the company.

Model Configuration

In the template configuration, you can establish sales plans, purchase orders and return orders according to distribution channel/location type/circuit combinations.

Validation of orders

For product orders and returns, it is possible to enable validation by a superior. Then select an organization level and the validator roles. Also indicate whether the validation should be done according to the value, weight or quantity of the order.

Reasons for return

For returns, it is possible to indicate return reasons. Enter them in the “Reason” field and then click “Add”. Double-click on a reason to edit it. You can also restrict the different reasons to roles.

You can also set the return reason as mandatory. That is, a user will not be able to create a return order without indicating the return reason.