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.
Prerequisites
- The user's role must have the Add application operation enabled for the Organization Site feature in Admin - Organization - Hierarchy through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
- Go to Ginesys Web > Admin > Organization > Hierarchy > Organization Site.
- The Add button in the Organization Site grid view allows the inclusion of new sites as and when required.
- 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.
| Field | Description |
|---|---|
| Information - All are mandatory fields | |
| |
| 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 | |
| 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 | |
| |
| 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 | |
| |
| 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 | |
| |
| 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 | |
| |
| 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-
|
| 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. 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. Note: This should be used when you want to clear the less occupied bins. |
Outgoing Logistics | |
| |
| Logistics Applicable | If selected, this checkbox makes logistic records mandatory for transactions from the site to other sites. |
Communication Tab | |
Contact Information | |
| |
| 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. |
| The Email of the Contact Person. | |
Document Scheme | |
| |
| 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. UDFs have to be configured in Admin > Utilities > Manage > User Defined Fields (Configuring and Allocating UDFs (User Defined Fields))
Points to be noted
| |
All fields in Organization Site master are editable unless tagged to any transactional document; like GRC, GRT, Sales Invoice, Purchase Invoice etc.
After creating site and after doing any change user needs to log out and then log in to get all the changes.
Prerequisites
- The user's role must have the Modify application operation enabled for the Organization Site feature in Admin - Organization - Hierarchy through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
- Open Organization Site module.
- Go to Action > Edit.
- Edit Organization Site window will open and all the records will be populated.
- Edit the required fields.
- Click on the Save button to save the modified data.
To go back to the main page click on Managing Organization Hierarchy