Business Tab

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Use the Business tab to capture of business related information about the Organisation.

You can use different levels of categorisation to define precisely if the organisation fits into the business sector. This categorisation consists of selecting the industry, business area and organisation type. General detail about the organisation can be captured, including size and revenue.

If the organisation if not of relationship type Customer, you can enter the credit card details to use. You can enter multiple credit cards. If one of these is indicated as the primary credit card, then the primary card defaults when the organisation is selected. If the organisation is of type Customer, this text displays: Credit Cards - see Customer.

Industry

Use the Industry field to group organisations into meaningful categories, according to the different industries your company deals with.

You can use this group when creating lists or generating reports. Select the Industry from the dropdown list.

SIC Code and Desc

The Standard Industrial (SIC) code enables you to group organisations into business sectors. Use this group when querying the database or requesting reports.

Select the SIC code from the dropdown list.

Organisation Type

The organisation type is an additional category into which you can group your organisations. The types are defined internally. The values are specific to your business.

Examples of organisation types are Government, Publicly Listed, Non-Profit.

Select the organisation type from the dropdown list.

Revenue

Enter the yearly revenue of the organisation.

Number Employees

Enter the number of people employed by the organisation.

First line of Business Postal Address

Enter up to 50 alphanumeric characters as the first line of Business Postal Address.

Second line of Business Postal Address

Enter up to 50 alphanumeric characters as the second line of Business Postal Address.

Third line of Business Postal Address

Enter up to 50 alphanumeric characters as the third line of Business Postal Address.

Business Postal Address - Suburb

Enter the name of the suburb, up to 50 alphanumeric characters. Or, select the name from a dropdown list of suburbs.

If selecting from the list, related postal code, state, and time zone details are updated on the form. You can edit or select a suburb name from the list.

Business Postal Address - Postal code

Enter a postal code, up to 10 alphanumeric characters. Or, select from the dropdown list of postal codes (if available for the country of this organisation).

If selecting from the list, related suburb, state, and time zone details update on the form. You can edit or select a postal code from the list.

Business Postal Address - State

Enter the name of the state, up to 20 alphanumeric characters. Or, select from the dropdown list of states.

You can edit or select a state from the list.

Business Postal Address - Country

Select a country name from the dropdown list. The country selected determines the data displayed in the dropdown lists for suburbs, postal codes and states.

Business Postal Address - time zone

Enter a time zone value, up to six alphanumeric characters. Or, select from a dropdown list of postal codes or suburbs.

If selecting from the list, related suburb, state, and time zone details are updated on the form. You can edit or select a time zone from the list.

Same as Street Address

If you select this option, the postal address defaults to the street address entered. If not selected, you can update the Address fields.

If the organisation is of relationship type Customer, then the address link to Accounts Receivable is performed as:

• If Same as Street Address is selected with the organisation, then these checks are performed:
• If the Organisation Business Street Address on the Main tab matches the Accounts Receivable address on the Main tab, then these two Address fields are linked.
• If the Organisation Business Street Address does not match the Accounts Receivable address on the Main tab, then Greentree Desktop auto deselects Same as Street Address and link the organisation postal address to the Accounts Receivable address on the Main tab.
• If Same as Street Address is not selected with the organisation, then these checks are performed:
• If the Organisation Postal Address matches the Accounts Receivable address on the Main tab, then these two Address fields are linked.
• If the Organisation Postal Address does not match the Accounts Receivable address on the Main tab, then Greentree Desktop displays both the Address and request the user to indicate which address should prevail. The linked addresses are updated both ways:
  • If the update is performed with the organisation, then the Accounts Receivable Address updates.
  • If the update is performed against Accounts Receivable, then the organisation address updates.

Credit Cards table

If the organisation is of type Customer, then the Credit Cards table is not available. This text displays instead: Credit Cards - see Customer.

You can enter multiple credit cards for the organisation in this table. Select the Primary option (P) to indicate which credit card to use as the default when, for example, entering quotes.

Note: If a non-customer organisation is changed to Relationship Type Customer, then all credit card details are moved to the customer. If a customer type organisation is unlinked from a customer, then all the credit card information remains on the customer.

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