User Docs

User Docs

8.1 Organization types

Organization types can be used to assign and structure organizational units, such as tables, printers or companies. Thus, an organizational unit can be assigned to a self-created type. In this way, an individual hierarchy can be created in one's own store by creating and assigning all levels with sublevels.

This process is particularly important for the RETAIL7 organization tree diagram. Here, for example, settings can be configured that only apply to one country or one store. When the app is set up on a device for the first time, or a store is configured, all levels are automatically displayed in the tree diagram. 

1 Update list

  1. Click on Update.

  2. Wait until the loading of the list is finished.

2 Number of list items

3 Search list items

  1. Enter the desired search term in the search.

  2. Click on the magnifying glass.

  3. Waiting for the result and select the desired item.

Under 2 you can now see how many elements were found out of the total number.

4 Information about organization types

8.1.1 Add organization types

In RETAIL7, new organization types can be created and assigned to previously defined organizational units. It is important to assign unique or individual names so that there is no confusion. In addition, it is possible to filter out the desired type using the search function.

Mandatory fields are marked with * and must be filled in for the type to be saved successfully.

  1. Open the menu → My organization → Organization types.

  2. Click Add.

  3. Enter a name.

The type can be filtered out via this name using the search function. Thus, the name should be unique so that no confusion occurs.

4. Specify the inheritance.

Inheritance here means the parent element or organizational unit. For example, the unit is corridor 1 and the type is table 1. In this case, it means that table 1 is located in corridor 1. Thus, a quick as well as easy navigation in the system is possible.

5. Specify a menu icon.

The icon is displayed in the tree structure. Thus, it is possible to give each store its own icon.

6. Click Save.

8.1.2 Edit and delete organization types

With RETAIL7, organization types can be edited and deleted at any time. This means that the system is always up to date, since types that are no longer required are deleted. When editing types, it is important to save the changes again, otherwise the information will be lost.

Editing organization types:

  1. Select the desired organization type from the list.

  2. Select Edit.

  3. Make all necessary changes.

  4. Click Save.

Delete organization types:

  1. Select the desired organization type from the list.

  2. Click on Delete.

  3. Confirm the dialog box with Yes.

Press No to cancel the deletion process.