12.2 - How to add a Sub-organization

Sub-organizations are ideal when you need to manage your dealers, resellers and agents in Elfsquad. But how do you add this Sub-organization? In this lesson, we're going to look into the steps you have to take and all the posibillities that come with a Sub-organization. 

How to add a Sub-organization?

To add a Sub-organization you will need to follow these steps:

1. Open Elfsquad. 

2. Click on Sub-organizations. 

3. Click on the big plus button on the lower right corner. 

4. Fil in all information about the Sub-organization. 

Note: When you fill the pop-up with information, you might notice that the Country field cannot be filled. This is because the field is connected to the Localization tab in Elfsquad. The Country field takes over the information in the localizations tab. When the Localizations tab is empty, this field cannot be filled

5. Click on Save.

It is also possible to use the information from an CRM account you have already added to the EMS. You do this by clicking on the “Use Existing CRM account” button. When you click on this button, a new screen will pop-up where you can select the CRM account to let the Sub-organization take over the contact information.

You will see that the SUB-Organization is added to the EMS. Let’s look at the possibilities that come with the Sub-Organization you’ve just created.

Sub-organization options

You will see that the Sub-organization is added to Elfsquad. You can see that a number of options have become available:

• Type - With the “type” field you can give the Sub-Organization a specific type. This makes it clear what kind of Sub-organization it is. Organization type can be used for integrations links to address multiple organizations at once. You can also use this for table presets by organization types. 
• Upvalue - With the Upvalue field, you can increase the Sales price per Sub-organization. This field is expressed with Percentages.
• Purchase Discount - With the Purchase Discount, you can decrease the Purchase price per Sub-organization. This field is also expressed with percentages. You don't see this during configuration. The dealer gets a purchase discount, but the price for the dealer's customer remains the same as the main organization. On the quotation you see this reflected in the margin.
• Sellable - With the sellable button, you can enable which Configurations are sellable per Sub-organizations. When you click on the Sellable Button, a window pops-up in which you can select what Configurations are shown to the Sub-organization. You are not limited to one Configuration and a Configuration can be shown to multiple Sub-organizations.
• CRM Account - With the CRM Account, you can either view the connected CRM account by clicking on the View button or you can Change the CRM account that is connected to the Sub-organization.

Roles and Admins

Within the Sub-organization you can add users with different rights. To manage these you follow these steps:

1. click on the Sub-organization. 

2. In the banner at the top you can switch between Edit & Users & Roles. 

3. Click on Users and Roles

4. Click on the big Plus button.

From here you can add a user by Filling in the fields in the pop-up. The new user will receive a conformation E-mail to register within Elfsquad. You can also make this user a admin by checking the box: Is admin.