Adding organisations allows you to build your supply chain network by registering the legal entities, suppliers, and corporate partners you work with. You can add a single organisation manually or import multiple records at once using a CSV file.
Manually Add a Organisation
Navigate to Organisations: From the left-hand navigation menu, click on Organisations (located under the Static section) to open your list of existing entities.
Initiate New Entry: Click the green + Add new button located in the top right corner of the screen.
Enter Organisation Details: A side panel titled Add organisation will slide out. Fill in the form fields categorised below:
Main information:
User defined ID: Check this box if you want to manually input a specific ID code used by your internal systems. Otherwise, leave it unchecked for an auto-generated ID.
Name: Enter the official legal name of the entity. This is a mandatory field.
Website and Email: Enter the contact details for the organisation.
Parent organisation: If this entity is a subsidiary, you can select its parent company from the dropdown list.
Address:
Address, State / Region, and ZIP / Postcode: Enter the physical registered address of the legal entity.
Country: Select the country of registration from the dropdown list. This is a mandatory field.
Additional information:
Type of Organisation: Specify the business type.
Save the Entry: Click the Save button in the top right corner of the panel. A green confirmation message reading Organisation created will appear at the bottom left.
Bulk Add Organisations via CSV
If you need to upload a large list of entiites, you can use the CSV import tool to save time.
Access the Import Tool: On the main Organisations page, hover over the downward-pointing arrow immediately to the right of the + Add new button. Select Import via CSV from the dropdown menu.
Download the Sample Template: An Import organisations window will pop up. Before uploading, it is highly recommended to click the blue Download sample CSV link. This provides you with a pre-formatted spreadsheet ensuring your data is structured exactly how the system requires.
Upload Your Data: Once your CSV file is filled out and ready:
Click the green Choose file button to browse your computer and select the file.
Alternatively, you can drag and drop your completed CSV file directly into the designated area in the window.
View the Upload Status: You can view the status and details of your import in the Admin area: Imported information. If the upload is successful, the data will be automatically populated in your main Organisations page.
