Organisations can be companies, clubs or associations that you can store via the Organisations page. This allows you to record contact details, permit on-account payment, add comments and track order histories.
Multiple people can be part of an organisation and can inherit the pricing tiers and on account payment of the organisation.
How to find the organisation page?
Click the menu icon (three horizontal lines) in the top left corner.
Click Organisations from the menu, this will open the Organisations page, the page does not initially display any organisations until a search is started.
How do I search organisations?
To search through organisations, enter keywords into the search bar at the top of the page, this will start a search.
The keywords used for the search should be the organisations title.
What information is displayed on the organisation page.
Once a search has been started, a list of the organisations that match the search keywords is displayed, showing the organisations title.
How do I add an organisation?
Click the Add icon (plus) in the top right, this opens an Add organisation dialog box with an empty form for the organisations details.
The organisaitons title is required.
After entering the organisation details, click the confirmation icon (tick) in the top right, this will add the new organisation.
Organisations can also be edited via the Airsquare admin area, see 'How do I add an organisation?'.
How do I view an organisation?
Click the organisationyou wish to view from the list of organisations on the Organisation page, this will open an Organisation Page for the selected organisation that will display the following information:
Title
Orders
People
Mailing address
Billing address
How do I edit an organisation?
Click the organisation options icon (ellipsis) in the top right.
Click Edit, this will open an editing dialog box with a form displaying editable fields for the organisations details.
After editing the organisations details, click the confirmation icon (tick) in the top right, this will update the organisation.
Organisations can also be edited via the Airsquare admin area, see 'How do I edit an organisation?'.
How do I view an organisations orders?
If an organisation has orders, click the orders field, this will open the Orders page which will display a list of the organisations orders.
How do I view an organisations people?
If an organisation has people, click the people field, this will open the People page which will display a list of the organisations orders.
How do I remove an organisation?
Organisations can be removed via the Airsquare admin area, see 'How do I delete an organisation?'.