Create Organization
Navigation Path:
Sales Module → Contact→ Organization → Click on + Organization
1.1 Purpose of This Screen
This screen is used to create a company-level contact in the Wortal.
An Organization can represent:
- Textile trader
- Wholesaler
- Distributor
- Manufacturer
- Export house
- Retail chain
This becomes the master entity used in:
- Billing
- Deals
- Order management
Basic Information Section
2.1 Organization Name * (Mandatory)
Official business name.
Primary display name across the CRM.
2.2 Phone No.
Country code selector (default: +91).
Multiple numbers supported via plus icon.
Used for:
- Sales calls
- WhatsApp communication
- Duplicate detection
2.3 Email ID
Multiple emails supported via plus icon.
Used for:
- Invoice sharing
- Communication
- Marketing
2.4 PAN No.
Company PAN (if applicable).
Important for:
- Compliance
- Documentation
2.5 Credit Period (Days)
Defines payment cycle.
Examples:
- 30 days
- 45 days
- 60 days
Used in:
- Deal closure
- Orders
- Payment reminders
2.6 Website
- Company website link.
2.7 Special Date (Checkbox) → Date of Incorporation
Used for:
- Relationship engagement
- Automated anniversary reminders
Person Details (Collapsible Section)
3.1 Purpose
Used to link individuals under the organization. One company can have multiple decision makers.
3.2 Fields
Person Name
Select an existing person or create a new person.
Designation
Examples:
- Owner
- Purchase manager
- Accountant
- Sales head
Purpose:
Helps identify decision authority.
Contact Number
Personal contact number of the individual (separate from organization number).
Email
Personal email of the contact person.
PAN No.
Individual PAN if needed.
+ New Person
Create a new person inline without leaving the form.
Billing Details
Used for invoice generation.
4.1 Country → State → City (Dropdown Hierarchy)
Ensures structured address entry.
4.2 Address 1 / Address 2
Primary billing address fields.
4.3 Landmark
Optional clarity for location.
4.4 Pincode
Used for:
- Delivery validation
- Tax compliance
4.5 GST Type
Options:
- Registered
- Unregistered
- Composition
4.6 GSTIN
Required if GST Type = Registered.
4.7 + New Billing Details
Supports multiple billing addresses.
Important for large buyers with multiple branches.
Shipping Details
Used when delivery location differs from billing.
5.1 Same as Billing (Checkbox)
Auto-copies billing address into shipping.
5.2 Shipping Address Fields
Same structure as billing.
5.3 Receiver Section (Important in Textile Flow)
Includes:
- Receiver name
- Company name
- Receiver mobile number
Used when:
- Delivery goes to warehouse
- Delivery is handled by staff
- Dispatch requires receiver verification
5.4 + New Shipping Details
Supports multiple warehouses and branch delivery locations.
Other Details
6.1 Remark
Short internal comment.
Example:
“High volume buyer.”
6.2 Description
Detailed internal note.
Example:
“Deals in digital prints, prefers fast dispatch, negotiates heavily.”
Attachment
Upload documents such as:
- GST certificate
- PAN copy
- Agreement
- Trade license
- Visiting card
Supported file types (example set):
- png, jpg, jpeg, gif
- doc, docx
- xls, xlsx
- ppt, pptx
- txt, csv
Max size:
1MB (as per your specification)