create a new organization

1.      Enter the organization code in the Organization field. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Order Broker.

2.      Enter the name for the organization in the Name field. The name can be from 1 to 35 positions long, and can include spaces and special characters.

3.      Click New. If:

•         the organization already exists, Order Broker clears your entries from the screen and positions the results fields to the existing organization.

•         you did not enter an Organization or Name, or if your entry exceeded 35 positions, Order Broker displays an error message.

•         you have entered both a valid Organization and Name, you advance to the New Organization window, where you can complete creation of the organization.

search for an organization

Use one or both of the fields at the top of the screen to restrict the search results to matching organizations:

•         Enter a full or partial organization code in the Organization field to restrict your results to organizations starting with your entry.

•         Enter a full or partial name in the Name field to restrict your results to organizations whose names contain your entry.

•         Click Search.

Case? Both the Organization and the Name fields on this screen are case-sensitive for searching; for example, an entry of o does not match an organization of Org.

work with Order Broker preferences

Available if Use Routing Engine is selected at the Tenant screen. Click the Order Broker Preferences icon () for an organization to advance to the Preferences screen, where you can work with Routing Engine settings and other controls available at the organization, location type, or location level.

work with Drop Ship (Supplier Direct Fulfillment) preferences

Available if Use Vendor Portal is selected at the Tenant screen. Click the Drop Ship Preferences icon () for an organization to advance to the Drop Ship Preferences screen, where you can work with Supplier Direct Fulfillment preferences related to the Vendor Portal and related emails.

work with Store Connect preferences

Available if Use Store Connect is selected at the Tenant screen. Click the Click the Store Connect Preferences icon () for an organization to advance to the Store Connect Preferences screen, where you can work with preferences related to the Store Connect module.

Note:  The Store Connect Preferences screen is available only if you have flagged a system as the Store Connect Default. See the Systems screen or Setting Up Data for the Store Connect Module for more information.

edit an organization, including setting up data formats and optionally enabling ship-for-pickup orders

Select the edit icon () to open the Edit Organization window.

delete an organization

Select the delete icon () next to an organization to delete the organization from Order Broker. This option is available only if there is not an existing system for the organization.

Search/new fields:

Organization

See organization. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Order Broker. Required to create an organization.

Case-sensitive for searching; for example, an entry of org does not match an organization code of Org.

Name

The name of an organization. The name can be from 1 to 35 positions long and can include spaces and special characters. Required to create an organization.

Case-sensitive for searching; for example, an entry of org does not match an organization name of Org.

Results fields:

Organization

See organization.

Name

The name of an organization. Display-only. To change the name, click the edit icon () to open the Edit Organization window.

System

The default system for the organization. Display-only.

Order Broker Preferences

Click the Order Broker Preferences icon () for an organization to advance to the Preferences screen, where you can work with Routing Engine settings and other controls available at the organization, location type, or location level.

Drop Ship Preferences

Click the Drop Ship Preferences icon () for an organization to advance to the Drop Ship Preferences screen, where you can work with Supplier Direct Fulfillment preferences related to the Vendor Portal and related emails.

Store Connect Preferences

Click the Store Connect Preferences icon () for an organization to advance to the Store Connect Preferences screen, where you can work with preferences related to the Store Connect module.

Note:  The Store Connect Preferences screen is available only if you have flagged a system as the Store Connect Default. See the Systems screen or Setting Up Data for the Store Connect Module for more information.

Edit

Click the edit icon () to open the Edit Organization window, where you can edit the organization, including setting data formats (language, date, time, and numeric) and optionally enabling ship-for-pickup orders.

Delete

Click the delete icon () next to an organization to delete the organization from Order Broker. This option is available only if there is not an existing system for the organization.