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OS (Organization Sites) belong to the corporate organization using Ginesys. Organization Site can be retail store or wholesale store where customers can buy items or warehouse or office buildings. Multiple Organization Sites may belong to same Organization Unit. The article describes how to manage Organization Site.

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titleAdd Organization Site

Prerequisites

  1. The user's role must have

the 

  1. the Add

 application the 

  1.  application operation enabled for

 

  1.  the Organization Site feature

in 

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

Step-by-step guide

  1. Go to Ginesys Web > Admin > Organization > Hierarchy > Organization Site.

  2. The Add button in the Organization Site grid view allows the inclusion of new sites as and when required.

  3. On clicking the Add button, the Add Organization Site window opens up to include all relevant details of a site. The new record can then be saved and reflected in the master.

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Field

Description

Information - All are mandatory fields

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Site Name

Name of the site to be created

Short Code

Short Code is a short identification for the new site

Organization Unit

The Organization unit to which this Organization site belongs

Doc Id number

This is a GST related prefix added to all documents within the purview of GST. 

General Tab

Document Settings                      

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Term name

The sales term on which the transaction with this site will be based.

Tax region

The tax region to which the site belongs. It is a mandatory field.

Price List

The price list assigned to the site.

Transporter

The transporter who will be carrying goods to and from the site

Transit Days

The number of days it will take to transit the goods to HO from the site

Default Stock Point
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Issue

The stock point from which goods will be issued at the site by default unless another stock point is manually chosen in respective document.

Receive

The stock point at which goods will be received for the site by default unless another stock point is manually chosen in respective document.

Incoming Logistics
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Logistics Applicable

This checkbox if selected makes logistic records must for transactions to the site.

Gate Entry Applicable

This checkbox if selected makes gate entry records must for goods received at the site.

Tax Information
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GST Identification Number

This is the GST registration number of the Organization.

GST State

The  state for which the above GST Identification Number (GSTIN) is applicable.

VAT No.

The VAT registration number of the Organization

CST No.

The CST registration number of the Organization

Stock Reservation
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Reserve Inventory

This shows if it is necessary to reserve inventory for orders generated at this site. There are three (3) options for this field-

  • Not Required; No inventory has to be reserved, as and when inventory is available orders from the site will be fulfilled.

  • Optional; Inventory may be reserved as when required. 

  • Mandatory; Inventory has to be reserved for each order from the site.

Default Pick List Rule

This field is enabled, only when the reserve inventory rule is either Optional or Mandatory.

There are three (3) options for this field-

Bin Sequence - The stock shall be reserved as per the sequence defined in the bin master.

Max fit bin first - The bin having the maximum quantity required for an order shall be reserved first. 

Tip

Note: This should be used when you want the picking operation to be efficient.

Min fit bin first - The bin having the minimum quantity required for an order shall be reserved first. 

Tip

Note: This should be used when you want to clear the less occupied bins.


Outgoing Logistics
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Logistics Applicable

If selected, this checkbox makes logistic records mandatory for transactions from the site to other sites.

Communication Tab

Contact Information
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Contact Person

The person responsible for the day to day management of the site.

Address

The physical address of the site.

Phone Number

The phone numbers operational at the site.

Email

The Email of the Contact Person.

Document Scheme

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Available Numbering Schemes

By default all created numbering schemes are available to the sites.

Assigned Numbering Schemes

This is basically empty in the beginning and can be filled by assigning the numbering schemes. 

User Defined Fields

This tab is for filling up the UDF values. 

Tip

UDFs have to be configured in Admin > Utilities > Manage > User Defined Fields (Configuring and Allocating UDFs (User Defined Fields))

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Info
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Points to be noted

  1. Max 25 UDFs can be configured for the module, i.e. 15 for alphanumeric type data, 5 for numeric data and 5 for date type of data.

  2. Configured UDFs will be applicable for all type of Sites, i.e. Organization Site, Managed Site, Unmanaged Site.

  3. All fields defined will get displayed and validated as per configuration.

  4. Configured UDFs will be displayed in the list view of the Sites.

  5. Configured UDF values will be applicable during import through Managed Site Import, Unmanaged Site Import.




Tip

 All fields in Organization Site master are editable unless tagged to any transactional document; like GRC, GRT, Sales Invoice, Purchase Invoice etc.


Note

After creating site and after doing any change user needs to log out and then log in to get all the changes.


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titleEdit Organization Site

Prerequisites

  1. The user's role must have the Modify application operation enabled for

 the 

  1.  the Organization Site feature

in 

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

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Step-by-step guide

  1. Open Organization Site module. 

  2. Go to Action > Edit.

  3. Edit Organization Site window will open and all the records will be populated. 

  4. Edit the required fields.

  5. Click on the Save button to save the modified data. 

To go back to the main page click on Managing Organization Hierarchy