QVALON

    How to create organizational structure

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    Creation of organizational structure for the company is the first step to make Qvalon operating for needs of your company. To make sure that everything will operate correctly, we strongly recommend you to create the organizational structure in the order provided in this article.
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    1) Create divisions

    A division is the top level of company's organizational structure. A developed retail network can consist of many divisions but the system only requires to create at least one.

    Divisions are used to divide objects according to their type of business, area of operation, or other criterias.

    To add a new division, open the Administration section of the website and enter the Org.structure subsection. Then switch to the Divisions tab and click on the Create division button.


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    You will then see the New division creation menu. 
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    Enter a division name and save it using one of the buttons in the bottom right corner of the menu.

     

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    If you save a division using this button, the system will notify you that a division was created successfully. The creation menu will not be closed and you will be able to create another division right away.

    It might be convenient to use this button if you want to create many divisions in a row.

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    If you save a division using this button, a division will be created and the creation menu will close.

     

    2) Create regions

    A region is the middle level of company's organizational structure. Regions include stores, the lowest organizational structure level represented in the system.

    To add a new region, open the Administration section of the website and enter the Org.structure subsection. Then switch to the Regions tab and click on the Create region button.
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    Enter a name of a region and choose a division it will be included in. To save a new region, click on one of the buttons in the bottom right corner of the menu. 

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    If you save a region using this button, the system will notify you that a region was created successfully. The creation menu will not be closed and you will be able to create another region right away.

    It might be convenient to use this button if you want to create many regions in a row.

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    If you save a region using this button, a region will be created and the creation menu will close.

     

    3) Create stores

     

    A store is the lowest level of company's organizational structure represented in the system and serves as the main object to conduct checks on.

    To add a new store, open the Administration section of the website and enter the Org.structure subsection. Then switch to the Stores tab and click on the Create store button.
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    Fields marked with an asterik (*) are required. 

    Name

    Enter a name of a store.
    For example, Maint st. Book Store. 

    Is active

    Choose a status of a store. An active store is a store that is operating. 

    Region*

    Choose a region from the drop-down list. 

    Division

    Fills automatically according to the region you have chosen.

    City

    Enter a name of a city where a store is located.  

    For example, Sacrmaneto.

    Store number*

    Enter a number that is not present in the system yet.

    For example, if you only have a store number 1, you can create a new store with any number except for 1. 

     

    Address

    Enter a street name and a house number.

    For example, Maint St., 25.

    Latitude, Longitude*

    Fills automatically according to the city and address you have entered.

    After you have filled all the required fields, click on one of the buttons in the bottom right corner of the menu.

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    If you save a store using this button, the system will notify you that a store was created successfully. The creation menu will not be closed and you will be able to create another store right away.

    It might be convenient to use this button if you want to create many stores in a row.

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    If you save a store using this button, a store will be created and the creation menu will close.

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