How do I create a new Organisation?

To create a New Organisation:

• Click on the Organisations tab from the toolbar.
• Click on the New Organisation button which is located on the right hand side of the screen above the Search field. A new organisation window will open displaying the data entry options.

Field Name	Format	Description
Code	Auto-generated or Manual	The code field will display as Auto-generated or will be a free format field.  Where the code is automatically generated by the system, it will be created when the record is saved.  Alternately enter the applicable unique organisation code into the free format field.
Name	Free format	Enter the Organisation name. (Mandatory)
Email	Free format	Enter the email address of the main contact person for the Organisation.
Contact	Free format	Enter the name of the main contact person at the Organisation.
Is the address an Australian address? Or Is the address a New Zealand address?	Radio button	The message displayed is determined by the country set in company settings. When Yes is selected the country is set automatically to the appropriate value. When No is selected the country field becomes an entry field for you to enter the required country.
Street address	Free format	Enter the street address for the Organisation.
City	Free format	Enter the city for the Organisation.
State	Drop menu or Free format	When the country is Australia, select the state for the Organisation from the drop down list. State is not available for NZ addresses. Otherwise enter an optional value.
Postcode	Free format	Enter the postcode for the Organisation. For Australian address the post code must be 4 digits.
Bar Code	Numeric	You can record the Australia Post Bar Code number against the Street and Mailing Addresses. The barcode number must be supplied by an appropriate Address Matching Approval System (AMAS).  For your convenience we have supplied a link to download the font from our Help screens. Please go to the ‘Help” tab and you will find the link ‘Download Australia Post Barcode Font’.
Country	Free format	Enter the Country for the Organisation if not set above.
Postal address	Tick box	Tick this box if the mailing address is the same as the street address for the organisation.  If the addresses are not the same, un-tick the box and enter the mailing address for the Organisation. The same address validation rules apply.
Phone type	Drop menu	Select the type of phone number you will enter for the organisation.  Only 1 phone number for each type can be entered.
Area code	Numeric	Enter the area code for the Organisation’s phone number.
Number	Numeric	Enter the phone number for the Organisation.  To enter more than one phone number, click on the Add button displayed next to the phone number field.
Custom fields	Various	Enter the applicable details within the custom fields’ area.  The entry type and validation is determined by the type of each custom field.