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Managing OUs

Overview

Organization Units are generally managed in Admin Suite in the Organizations chapter. This chapter gives you an overview of all OUs and allows you to edit existing ones.


Authorization

In order to be able to access this chapter, you need the OrganizationUnits permission.

The tabs available to you in each OU can differ based on the OUs level. OUs on country level for example will show you an additional tab including fiscal settings. While OUs classified as an Airport organization unit will display a Flights tab.

note

In case of the fiscal settings tab, you have to specify an Auditing:Provider for it to appear.

Creating OUs

You can easily create OUs in Admin Suite, although it's also (still) possible to do so in Admin 1.0. The Admin Suite flow only requires you to click the '+' icon, in the top right of the overview. Afterwards you can specify the OU's most important information to create it; any additional information can be added by editing the newly created OU.


If for some reason you'd like to do the creation part in Admin 1.0, go to the Stores tab in the Management area. Click on Create Store to open the OU creation. Here you can setup the Parent store of your OU, the currency and the name. After doing all of this, hit save to finish the creation. It will now appear in your OU overview in Admin Suite as well.

Basic information

In the Basic information tab of any OU you can check and edit its most basic information. Among others it includes the OU Company (tip: click to be forwarded to the corresponding chapter), OU Type, Timezone and Visibility group. You can also edit all contact information, set a Global location number, Return organization unit and change the OU's Languages. The Status is used to label your store for search purposes. However, it will also mark your store as available for Ship from Store, as it will not consider closed stores.


Authorization

In order to be able to add a language, you need the OrganizationUnitLanguages permission.

note

The available details and options may vary. For example, addresses in shops can be very specific, as you can setup a full address. For countries, the options are more limited as no specific address is needed.

Financial

In the Financial tab, you can find all basic finance related information, such as the Cost price currency, safe and register Cash limits and whether or not to the OU Use for accounting. Furthermore there's the Income and expenses and an overview of the Payment types configured for this OU.

You can also get an overview of the connected price lists to the OU.


Authorization

In order to be able to fully access this chapter, you need the OrganizationUnitSetPaymentTypes and the Pricing permission.

Logistics

In this tab, you can get an overview on Available countries for shipping and the associated shipping methods, costs and restrictions. You can also check the supplier warehouses for stores.


Sets

In the sets tab you will get a clean overview of the sets an OU is part of. For more details go to the Organizations Sets chapter.

Authorization

In order to be able to add a language, you need the OrganizationUnitSets permission.

Custom fields

In the custom fields tab, you can edit configured custom fields for the OU. To add new ones and set them up, go to the Custom Fields chapter.

Flights

The Flights tab comes with a download option for a template. To get the template, hit the 'download' icon in the top right. After you have filled it out, you can then use the 'plus' icon to upload it and add flights to the OU. They will then appear in this tab.


note

For the flight tab to display, you need to set the value of the App setting App:OrganizationUnit:AirportOU for the airport OU to true (default is false).

Opening Hours

The best way to configure multiple opening hours, is using the Opening hours templates chapter and preparing a template there to apply it to all the OUs that need it. However, if you want to configure opening hours for an individual OU, this tab has got you covered. You can not only set up regular opening times, but also special opening times to accommodate for special occasions.

To edit the hours, click the 'pencil' in the top left, change the times to your desire, and hit the 'save' button.


caution

A yellow 'Warning' symbol next to the opening hours or special opening hours will signal a deviation from the configured opening hours template. We recommend using the Opening hours templates for editing multiple OUs at once. If you want to go back to the configured template, you can always click View template and Restore template.

Authorization

In order to be able to access this tab, you need the OpeningHoursTemplates permission.