The Organisations module allows for the creation of Suppliers that provide services on your behalf (such as gardening or maintenance services) and require Bank Details so that payments can be sent to the correct account.
Click on Organisations to open the module:
Click the blue buttons to see lists of Organisations:
All Organisations
Brokerages
Suppliers
Press the purple Home button to return to the main Careflo homepage.
Create an Organisation
Organisations > Add Organisation
From the Organisations module, press Add Organisation. The Add Organisation form is displayed. Mandatory fields are highlighted in red and turn green once completed.
Complete the details of the new Organisation:
Organisation Name *
Select an Organisation Type * from the drop down box – this will be Supplier
Email address
Mobile phone number (if relevant)
Phone number
Website (if relevant)
Press Submit to save the new Supplier and return to the Organisation module main screen. Search for and select the new Organisation in order to add further details.
From the Organisations list, locate and select the Supplier to update.
The Supplier is displayed on screen - it contains several sections:
Details: The basic details that were included in the Add Organisation screen. Press the Update button to make changes and press Submit to save them.
Contacts: Press Add New Contact and complete the following details:
First Name*
Last Name*
Relationship* – select from the drop-down list
Email address
Mobile Phone Number
Phone Number
Supplier: Press Update to add Supplier Details
Supplier Type*
Bank Account Name, BSB and Number
Notes: Free form notes about this Brokerage can be added in this section. Type notes into the field and press Add.
Documents: An area to store relevant documents
*denotes mandatory field