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Organization is the other term for the word word Company which GINESYS uses. While earlier GINESYS operated with operated with a single company/organization concept, currently it operates with multiple unit under a single umbrella concept. This unified entity, to which the operating units belong, are known as as Organization Group.

What is the purpose of this form?

Apart from the preliminary Company Information that is provided at the time of creation of the Company during installation, additional company details like the Company's business address details, statutory details and configuring of some of the overall functions of the software can be captured through this.

...

Prerequisites

  1. The user's role must have the

...

  1. Edit application operation enabled for

...

  1.  the Organization Group feature

...

  1. in Admin - Organization - Hierarchy through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

  1. Go to Ginesys Web > Admin > Organisation > Hierarchy > Organisation Group.

  2. Apart from the logo, the  company and the company address in the center of the page, an Edit Info button is displayed in the bottom right hand corner of the Organisation Group page. 

  3. On clicking

...

  1. the Edit Info

...

  1.  button,

...

  1. the Edit Organisation Group

...

  1.  window appears.

Field

Description

Organization Information

Name

Name of the company or Organization Group. This is the umbrella entity under which the different organizational units and sites are created.

OU Default Name

Tag the Default Organization Unit (OU), so that in case of multiple OU, auto entries getting posted from managed sites can have an Organization unit to

createsome

create some of the financial and operational documents as these sites are not assigned to any particular OU.

Initial

These two fields basically show some company details with no real functional importance.

Short name

Item Prefix

It is a prefix unique to the items belonging to this Organization Group.

System Start Date

This is a display field whose value shows the date of installation of the software.

General tab

Communication section

Address

Address of the company or Organization Group.

Phone Number

Phone Number of the company or Organization Group

Fax Number

Fax Number of the company or Organization Group

Email

General email of the company or Organization Group

Web site

Web site of the company or Organization Group

ISD Code

ISD code of the company or Organization Group.

Background Color picker

Allows you to change the background color of the logo of your company.

Default value - #414141

Effect seen in the Logo Preview, GINESYS Web login page, GINESYS Web Header tab.

Info

Note: In case no logo is provided, the GINESYS Logo will available.

The image should be a rectangle with preferable a 1:5 ratio.


Upload Image

The Browse button opens a list of files from which you can select and uload your logo

Image preview

This shows a preview of how an image would look.

Reset Default

This button restores the default settings for the logo - the GINESYS logo appears.

Close button

Closes the window after confirmation of saving the changes.

Profile tab

Item Creation

For change in Aging

period

Period

Barcode / Item creation behavior - depending on changes in Ageing Period, Purchase Rates and Supplier/Vendor - using existing codes or creating new barcodes.

For change in

Purchase rates

Standard Rate

For Change in Supplier / Vendor

Split Item Creation Date

Sometimes a set of items may be split into distinct ones and sold separately. The date of creation of such item may be taken as -

  • Original Item date

  • Split date

GS(1)

GS1 Barcode Prefix

A GS1 Barcode Prefix is a unique identity number furnished to just one company—and it's part of every barcode and identification number created in that particular company. It's a way to uniquely identify a brand in the global supply chain.

Item Batch Barcode Separator



Characteristics of the Batch barcode separator

  • Single character input field

  • Only special character is allowed

  • Once saved, modification is not allowed

  • Sync required with all stores for optimum functioning

  • On creation of new store, this information needs to be synced

Others

Profit and Loss Ledger for B/S posting

Here the user needs to select the ledger where profit and loss of transactions would be posted for reflection in the balance sheet.

Inter Site Reconciliation Ledger

Select the ledger where the Inter Site movement of stock will be posted after reconciliation.

Cash Discount Received ledger

Select the ledger where the cash discounts shall be entered.

Default Matrix Category

The user can select the default category criterion of the items that will be used for report creation.

Maximum No. of

Cube Creation in Business Analytics

Cubes to be created per Master Cube

An OLAP cube is a data structure that can handle large amounts of data while providing users with searchable access to any data points as needed to handle the widest variety of questions that are relevant to a user’s area of interest.

This field allows the selection of the maximum number of cubes in GINESYS.

Auto Issue LR on Creation (checkbox)

This checkbox, on selection, automates the entry of the LR issuance.

Allow receive entry against partial Gate Entry LR (checkbox)

This checkbox, on selection, allows the user to make GRCs against partial gate entry documents.

Password Policy

Enforce Strong Password 

It is a mandatory field. It is a drop-down to enforce the usage of a strong password. If 'Yes' is selected from the list of values, it will ensure that the following conditions are fulfilled for each password subsequently created. The default for this is set to 'No'

  • Minimum 8 characters required

Atleast
  • At least 1 uppercase alphabet [A-Z] required

Atleast
  • At least 1 lowercase alphabet [a-z] required

Atleast
  • At least 1 digit [0-9] required

Atleast
  • At least 1 Non-alphanumeric [~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?] character

required 
  • required 
    Note: Front slash(/) and Space key

are 
  • are not allowed

 as title
  •  as password characters.


Info
iconfalse

Important information regarding applicability of Password configuration

  1. Both the configuration mentioned above will be applicable

to 
  1. to Admin (Head Office)

 and 
  1.  and System (store)

 as
  1.  as well.

  2. Both the configuration available above will be applicable to all types of users, i.e., Head Office (internal as well as partner users for shipment tracking) and POS users (both centrally and locally managed).


Warning
icontitle
false

Caution:

If immediately after this patch update, you enforce password expiry (in days) option, then all users will have to change their password before logging into Ginesys HO and POS. The system will capture the last password changed information only once the user changes their password post this patch update.

We recommend you to implement this rule by considering your operations. Like sending an instruction to all the users to change the password with a deadline date, else they will be forced to change the password as soon as you enable password expiry.


The Password expiry (in days)

The Password expiry (in days) is not mandatory and can be kept blank. But once defined, it can only be a whole number between 1 and 999. This basically means that, after the number days that are specified in this field has passed the password will have to be reset.

  • If

left 
  • left blank, it

will 
  • will never expire

 until
  •  until its explicitly changed.

  • If the password expiry is set

to 
  • to one (1) day

 then
  •  then the password will have to be

reset 
  • reset everyday

    If suppose a user changes the password

on 
  • on 13th November, 2017, then he will be allowed to login

until 
  • until 14th November, 2017. When he tries to login,

on 
  • on 15th November, he will be asked to change the password.


  • If this number happens to

be 
  • be two(2), then the password will mandatorily have to be re-

set 
  • set after every two days; including the date when the first password is set. 

To go back to the main page click on How To: Manage Organization Hierarchy

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