Managing Organizations

ORDER MANAGEMENT > ORGANIZATIONS

Organizations need to be managed because their membership lists are not fixed: customers and addresses occasionally need to be added, revised or deleted. Follow the steps below to add or edit this information.

Managing Addresses

1. Starting from the Organizations tab, select an organization and click Add Address.

Figure 1 - Shown here is the Add Address button for a particular organization

This will bring up the Add Address box with the Default Attributes tab opened.

1. Enter the required fields (identified with a red asterisk).
a. Address Line 1
b. Country
c. State/Province
d. City
e. ZIP/Postal Code
2. Click Apply Changes.

Be sure to fill out other fields if the information is available.

Figure 2 - Address Information field

Managing Customers

1. Starting from the Organizations tab, select an organization and click Manage Customers List.

This will bring up the Manage Customers box.

Figure 3 - The Customers section of the Organizations tab

Searching Customers

Use the search filters in the Managing Customers dialog box to speed up organization searches. There are a variety of filtering methods to choose from, depending on what information is known about the organization.

If you know just one key point of information for a particular customer, you can conduct a manual search.

1. Entering known information in the search field.
2. Click the Magnifying Glassicon.

Figure 4 - The Organizations search field

1. Click the drop-down menu to search by last name, email, phone or all criteria.
2. Select Last Name or Emailor Phone or All Criteria in the search field.

Figure 5 - The various criteria you can use to search Organizations

1. From the Date Created drop down menu, you can select Last Order Date, Last Login or Any.

Figure 6 - Organizations search filter

If you know one key point about the timing of an order, you can filter by date range. There are three options:

1. Click Today, Any Timeor,
2. Click Date Range.
3. Pick a Start and End date from the calendar picker or,

Figure 7 - The calendar picker

You can also filter by customer account Status.

1. Click the Funnel icon.
2. Select one of the three options from the Status drop down menu: Show All, Active, Inactive.

Figure 8 - Active/Inactive filter

Adding or Removing Customers from Organizations

You can add customers to organizations by following these steps:

1. Click a Customer that appears in the Available Customers box.
2. Click Add to place the customer in the Selected Customer box.
3. Click Apply Changes.

Figure 9 - Adding a customer to an Organization

You can remove customers from organizations by following these steps:

1. Click a Customer that appears in the Selected Customer box.
2. Click Remove to place the customer in the Available Customer box.
3. Click Apply Changes.

Figure 10 - Removing a customer from an Organization

REFERENCES

• About Organizations
• Activating or Deactivating Organizations
• Modifying organizations
• Activating or Deactivating Organizations