Organization Setup
You can set up the Organization Type and Product Types to be sold by the organization from the Organization Setup tab.
Setting Up the Organization Type
- Organization Types
- allow you to categorize the types of organizations you will be adding to NetForum. In addition, certain organization types provide special functionality.
Example: association, corporation, government agency, non-profit, research, academic
To Set Up an Organization Type:
- Go to the Customer Setup page.
- Click the Organizationstab.
- On the Organization Type child form, click the Add button. The Add - Organization Type window displays.
- Enter the name of the Organization Type you are adding to the Organization Type field.
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Click the Save button. The newly added Organization Type is now available in the organization type drop-down menu on the Add - Organization page.
Setting Up the Product Types
- Product Types
- are the types of products that can be sold by an organization.
Example: e-learning products, printing, books, software, catering, consulting services
To Set Up Organization Product Types:
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Navigate to the Customer Setup page.
- Click the Organizations tab.
- Click the Add icon located on the Product Types child form. The Add - Organization Product Type window displays.
- Enter the name of the product type you are adding in the product type code field.
- Enter a product type description in the description text box.
- Click the Save button. The newly added product type is now available in the product type drop-down menu.