Create an Organization: Difference between revisions
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(Created page with "Category:CurrentRMSCategory:How To An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for servic...") |
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* [https://youtu.be/X_CKAe--rtg Video on how to add a new Commercial Customer] | * [https://youtu.be/X_CKAe--rtg Video on how to add a new Commercial Customer] | ||
* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer] | * [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer] | ||
* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)] | |||
== Creating a new Organization == | |||
* Under People & Organization, select '''Create Organization''' Button. | |||
* Specify Name of Organization. If it's a SCAD Student, '''append -SCAD to the name'''. | |||
* Put in the correct Tag: student, commercial, vendor or film (see [[Tags we use for Organizations]]) | |||
* Specify the email address of the primary person we will be interfacing with | |||
* Specify a phone number | |||
* Once the JotForm comes in, make sure to update with the Address. | |||
* Set Price Category: '''Student''' if it's a student project, '''Film''' is it's a feature, blank otherwise. | |||
Latest revision as of 08:41, 11 August 2020
An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for services (vendor).
Some organizations can be both vendors and customers.
Because we do a large amount of business with SCAD students, we classify customers are either Students or Commercial customers and there is slightly different paperwork requirements for each category.
- Video on how to add a new Commercial Customer
- Video on how to add a new Student Customer
- How to add a Vendor (for sub-rentals)
Creating a new Organization
- Under People & Organization, select Create Organization Button.
- Specify Name of Organization. If it's a SCAD Student, append -SCAD to the name.
- Put in the correct Tag: student, commercial, vendor or film (see Tags we use for Organizations)
- Specify the email address of the primary person we will be interfacing with
- Specify a phone number
- Once the JotForm comes in, make sure to update with the Address.
- Set Price Category: Student if it's a student project, Film is it's a feature, blank otherwise.