Organization Attributes - HOW TO Edit Attributes

Modified on Thu, 13 Apr 2017 09:49 by Curtis Riddle — Categorized as: Address Book

Table of Contents [Hide/Show]

General Information
An Explanation of Organization Attributes

General Information¶

Default Menu Location Maintain >> Address Book >> Organization

Organization Screen is also accessible from the Adjutant Toolbar

To edit the list of attributes for an organization or see all of the available attributes, click the Edit Attributes button

Edit Attributes and Hide Attributes button toggle between current attributes assigned to the organization and all of the other attributes available

Check the box to the right of the attribute to add it to an organization

An Explanation of Organization Attributes¶

Below is a list of attributes that can be assigned to organizations. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below.

Remember that an organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, etc that you have a relationship with.

Bill To

Ship To

Sold To

Sold From

Remit To

Resource

Commodity Groups

Warning Note

Carrier: A shipping company or carrier that is used to transport goods

Consignment Vendor: An owner of inventory in your warehouse, who is paid each time their inventory is used

Inventory Owner: An owner of inventory in your warehouse, who is not paid each time their inventory is used

Prospect: A qualified Suspect that has the potential for revenue

Ship From: A Vendor/Supplier ships merchandise from this address

Suspect: Name of person or company that needs to be marketed to, but has not been contacted as of yet

VIP: Very Important Person; an overly important contact that may require special handling

RELEASENO: When assigned to an organization, will require user the user to input data on the Remarks field of a Sales Order before being able to Ship (this includes, manual ship, shipping events, or project ship).

SORFQCONT: Requires a contact to be selected before the save when the organization is placed on a quote or sales order.