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Sales Organizations
Sales Organizations
Updated over a week ago

Are you ready to start building your company structure, beginning with the sales organization? 🙋‍♀️

It's the first step in shaping the sales structure of your company.

You can create organizations based on the equipment and/or services you have or in the form of company information.

For example, if you want to create an organization that includes company information, you can create a sales organization named "Fiorent Inc."

If you want to establish your structure with sales organizations containing equipment and/or service information, you can create business areas like "Motorcycles, Construction Machinery, etc."

Add an Organization

You can create your records using the Sales Organization page within the Organization module.

You need to add "Code" and "Name" information for your organization.

  • The "Code" field allows you to make your own definitions for records of your process.

  • You can add descriptions for your organization using the "Name" field.


With the "Actions" button, you can complete your process such as viewing, editing and deleting for your records.

Edit an Organization

You can edit all the information for the relevant organization record.

View an Organization

You can view all the information for the relevant organization record.

Delete an Organization

You also can delete organization records.

🔴 Warning

Before the deletion process, make sure that the relevant records are not present in your processes. Deleting records can lead to missing information in your workflows.

💡 Tip

Do you need more help? By contacting Fiona through the chat, you can get expert support.

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