Add an Organization Account

Table of Contents

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

Navigation

To add an organization account, begin by navigating to Supply Chain and selecting Organization List from the left-hand navigation menu.

Adding an Organization Account

On the Organization List, select the + Symbol.

Select the type of organization from the dropdown menu. (Internal or External)

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

On this page, there are two tabs:

1. Information
2. Custom Fields/Upload Files

Information tab

The Information tab includes three windows:

• Organization Information
• Private Information
• Other Information

Organization Information

The Organization 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. Phone*: If you don't have the information for the Address and/or Phone Fields, enter “1” as a placeholder.
10. Fax
11. Mobile No.
12. E-mail
13. Latitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
14. Longitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.

Private Information

The Private Information section has the following fields.

1. Type: Select the specific type of organization.
2. Keep Member hidden: Set by default to Yes and locked. This can be changed once the new organization is entered into the system.
3. As Of
4. External ID
5. Organization Status
6. Private Notes

Other Information

The Other Information section has the following fields.

1. Industry: Select the industry the factory is associated with
2. Legal Status: Enter the factory’s legal status
3. Year of Foundation: Enter the year the factory was founded
4. SLCP ID: Enter the SLCP ID

Once you’re done entering in all required information, check all fields for accuracy before selecting Save.

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 Organization 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 organization 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 organization name to make the member active in the existing organization.
2. Select Continue if you want to add a new organization to the platform.