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The
key to adding an organization is first deciding if the org will be a subdivision
or not. If the org will be a subdivision, leave the check box checked
that says 'This organization is a
subdivision and will contain jobs.'
If the organization will not be a subdivision, un-check the check box
at the top of the Add Organization page.
To add an organization:
Complete the Organization
Detail section which provides
general information about the org. Complete
the Billing Address section with the address information for
where to send invoices. Complete the Shipping
Address section with the address information for where to ship
items. Complete the Authorization Information section
which will set the defaults for these fields to the organization. Complete the Integration
Information section with information to be used when jobs are created
from this org. Click
Add Organization.
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