From the ERP5 home page you have reached after login, click on “New”on the sidebar, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you would just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Modules" on the sidebar instead to find our existing client "Z Company" and fill the details.

Click on the "Modules" on the sidebar and then on "Organisations" to find our client Z Company.

You will find our client Z Company in the Organisation Module. Click on the line to open the organisation.

You will now be led to the details page of the Z Company page which has existed. As you can see, there are many fields to fill, which allow you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.

Summary: we had created a person named John Doh, who is the marketing manager of Z Company, one of VIFIB clients. If you remember well, the organisation Z Company had been created directly through the person creation module (cf. “How to add people” tutorial) by "Add Organisation", but had not been taken care of. Now we are going to enter some details in "view" tab about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.

After you have filled the “view” tab, save the data by clicking on "Save".

But please note that the organisations can also be created through the organisation creation module from the New tab in ERP5 home page sidebar, as you have seen in the previous tutorial “How to add people”.

In "Details" tab, you can fill in the details and save the changes.

Similar to creating people, there are some tabs that will automatically be updated by ERP5, such as “Transactions”, “Financial informations” and “Documents”. The application will update those tabs whenever necessary, for example, to trace a transaction that occurred between VIFIB and the client Z Company.

When you have entered all information of the created company and saved it, it is time to validate the organisation, which works exactly the same way as person's validation.

Click on the “Actions”.

Click on the“Validate”.

Check the update status.

When everything has been done correctly (i.e. you have entered the data, saved and validated the organisation you created), it is time to check that Z Company appears in the organisation list of ERP5. Once again, this works the same way as for creating a person.

To check the new organisation, you will have to navigate to the list of existing organisations.

Click on the “Modules”on the sidebar and click on “organisations”, this will lead you to the organisations' list.

The final step is to check that Z Company is on the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.

You can use the "Modules" tab in the home page sidebar to check the “Currencies”, “Organisations” and“Persons”stored in your ERP5 database. Just click on the related name under the “Base”module.