Organisations and sites are effectively the company or companies that your organisation engages with. Organisations refer to the company or business, while Sites refer to physical locations of each organisation. Therefore, Sites are always linked to Organisations.
When creating a new Organisation, you will be presented with several detail fields that can be populated with Organisation specific information. The only mandatory field that requires information at this stage is the Organisation name, and the primary Site details. The more details you have entered here, the more useful your resource information will be, particularly when performing tasks such as generating documents, or invoices, etc. The Organisation should be marked as Internal if this is your organisation. Leaving the Internal box un-ticked will treat the organisation (and associated sites) as an external organisation (e.g., a client/supplier).
Once you have created an Organisation and Primary Site details, select the green Save icon. Using the navigation bar, you can add more sites under the Organisation tab.
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