A company represents a legal entity in EVA. Both users and organization units can be part of a company. In this chapter, we address companies from an organization unit(s) perspective.
Opening up the companies chapter returns a list of all companies currently configured within your EVA environment. Make use of filters to fine tune the returned results.
In order to be able to access this chapter, you need the Companies permission. Permissions are managed from the Roles and rights chapter namely, from the functionalities card of a users role.
Create or edit company
Clicking the '+' icon will navigate you to the Create new company modal.
You'll only need to specify basic information at this stage. After saving, you can then specify more details via three new tabs:
The Company information tab is as simple as updating contact information and an address:
- Contact information
- Visitors address
The Organization units tab gives an overview of all the organization units which are currently attached to this company. You can further add organization units using the '+' icon or remove using the trash bin icon.
When adding an organization unit, the choices you get in the drop-down is nothing but a mere reflection of your configured organization units from the Organization units chapter.
You can also add an organization unit to a company via the Organization units chapter by editing the respective field under the basic info tab. The choices you get in the company field drop-down is a mere reflection of the configured companies in this chapter.
If you want to support sales to multiple countries from a single OU, for example in case of cross-border endless aisle or multi-country web shop setups, you can add countries to your companies. We call process Country mapping.
Country mapping is as simple as adding a country using the '+' on this tab.
Visible only if underlying company being created/edited is French.
When a company is located in a country for which we have figured out the correct regulatory auditing fields, a third tab called Auditing fields will show. This tab will display mandatory fields required to be filled in. Terminology used for the fields will be known to French operating companies.
For more on French compliance configurations, please see here.