Add a Factory Account

Table of Contents

• Navigation
• Adding a Factory Account
  • Information Tab
  • Organization Information
  • Private Information
  • Other Information
  • Custom Fields/Upload Files tab
• Saving Factory Information
• Verify Account

Navigation

To add an organization account, navigate to Supply Chain and select Factory List from the left-hand navigation menu.

Adding a Factory Account

On the Factory List, select the plus symbol to add a new factory.

After selecting the type of organization, the Factory Information page appears.

On this page, there are two tabs:

• Information
• Custom Fields/Upload Files

Information tab

The Information tab includes three windows:

• Factory Information
• Private Information
• Other Information

Organization Information

The Factory Information section has the following fields.

Fields marked with an asterisk are required:

1. Name*
2. Other Names: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
3. Office Address same as Main Address: If the Office Address is different from the Main Address, toggle the slider to No and an Office Address tab will appear. 
   
4. Address*: If you don't have the information for the Address and/or Phone Fields, enter “1” as a placeholder.
5. City
6. Zip Code
7. Country*
8. State
9. Website URL
10. Worldly ID
11. Phone*: If you don't have the information for the Address and/or Phone Fields, enter “1” as a placeholder.
12. Fax
13. Mobile No.
14. E-mail
15. Latitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
16. Longitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
17. OS ID

Private Information

The Private Information section has the following fields.

1. Keep Member hidden: Set by default to Yes and locked. This can be changed once the new organization is entered into the system.
2. As Of
3. Private Notes
4. Tier: Enter the tier of the factory.
5. Product Categories: Enter in the product categories.
6. External ID
7. Factory Status

Other Information

The Other Information section has the following fields.

1. Industry: Select the industry the factory is associated with
2. Parent Organization
3. Legal Status
4. Year of Foundation: Enter the year the factory was created.

Custom Fields/Upload Files tab

The Custom Fields/Upload Files tab has two sections:

• Custom Fields section: Available to add account information relevant to the brand. Custom information fields are optional and configured by the Brand.
  
• Upload Files section: Drag and drop a file here or browse.
  

Saving Factory Information

Once you’re done entering in all required information, check all fields for accuracy on both the Information and Custom Fields/Upload Files tab. 

Select Save.

Verify Account

The Verify Account window will popup if the platform detects that the new factory you're adding is a duplicate of an existing one. Choose between making the member active in an existing organization on the list or creating a new entry in the system. 

1. Select the factory name to proceed.
2. Select Continue if you want to add a new factory to the platform.
   • NOTE: Only select Continue if your factory is NOT LISTED and you need to create a new entry in the system. This helps to reduce factory duplication.