Organization Group Editor
Organization Groups allows you to combine multiple organizations into one group. This feature is particularly useful for bulk shipment creation.
Create Organization Groups
You can create organization groups in the Organization Group Editor.
General
In this section you can see the most important information at a glance.
In the Name field, enter the name of the organization group. It is used for quick identification in all lists and selection boxes.
Enter the Responsible Department here to set the access permission for this organization group. Organization groups use the master data filter.
Tip
Master Data Filter: You can see the master data of the department to which you are logged in and all those that are on the direct path to the top.
See also Master Data Filter
Add
In the Name field, select the organization you want, and then click the Add action.
You will now see a new line below the input fields with the details of the organizations in this group. If you want to remove the organization, click the action Delete record.
Warning
Your changes will not be saved until you click the Save action in the action bar below the editor. If you leave the editor without saving, your changes will be lost!
Delete
To delete the organization group, select the Delete action below the list of organizations. Confirm the Delete Record dialog with the action Delete. The organization group is only set inactive.
Restore
To restore a deleted organization group, select the Restore action below the list of organizations. The organization group is now active again and can be used in all other functions.