Organisation Structure

Organisation Structure

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Organisation Structure - Topics

• Overview of Organisation Configuration - Company, Regions, Countries/Currencies/Locales
• Organisation Structure as a basis for configuration
• Other Groups - MM Groups, Menu Groups, Price Groups, Fascias

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Organisation Structure - Objectives and Exercises

Objectives

At the end of this session, you will be able to:

• Understand the purpose of Company configuration data
• Understand and explain Enactor Group Structures including regions, MM Groups, price and menu groups
• Configure group hierarchies to reflect a simple retail organisation
• Understand Country, currency and locale data for managing an international estate
• Understand how other configuration data fits into the organisation structure so that the right information is maintained at the right level

Practical Exercises

• Exercise 4 - Region Configuration
• Exercise 5 - MM Group Configuration

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Organisation Structure - Example

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Organisation Structure - Regional Overview

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Organisation Structure - IDs and Descriptions - Best Practices

Most entities have both an ID and a Description/Name:

ID

• Internal unique identifier
• Always mandatory
• Recommended: use upper case with underscores instead of spaces

Description

• Freeform and human-friendly
• Usually mandatory
• Recommended: should be unique
• Often translated into multiple languages

Please incorporate your TrainX ID into any IDs you create to simplify identification.

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Exercise 4 - Region Configuration

This will be a group exercise.

1. Open Groups

   Configuration > Organisation > Groups

   

2. Select the Region Group type

   

3. Edit Region Id = All
4. Select the region United Kingdom

5. Create a new region: Region ID = TrainX-Region; Create

   

   

6. Enter: Name = TrainX Region - {your name}; Currency Id = Pounds Sterling

   

7. Save

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Exercise 5 - MM Group Configuration

1. Open Groups

   Configuration > Organisation > Groups

   

2. Select the MM Group type

   

3. Create a new MM Group Hierarchy: Hierarchy Id = TrainX-MMGroup; Region = All Regions; Create

   

   

4. Add 2 levels under your new MM Group

5. Select TrainX-MMGroup, Select Add MM Group: Group ID = TRAINX-MERCH; Create; Name = TrainX Merchandise Products; Save

   

6. Select Add MM Group: Group ID = TRAINX-STYLE; Create; Name = TrainX Style Products; Save; Save

   

Discussion

• Why is Organisation Structure configured first?
• What is the purpose of the region and MM Group structures?
• What does MM stand for?

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Further Reading

For additional information and further reading on Organisation Structure, please see the following guides:

Document	Description
How to: Create a New User	Creating and configuring users, roles and templates
How to: Company	Configuring the base company record
How to: Country Codes	Configuring country codes
How to: Currency	Configuring currencies
How to: Locale	Configuring locales
How to: Groups	Configuring group hierarchies