{"id":18575,"date":"2026-05-27T09:42:38","date_gmt":"2026-05-27T09:42:38","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=18575"},"modified":"2026-06-05T10:30:06","modified_gmt":"2026-06-05T10:30:06","slug":"how-to-configure-the-organization-in-idempiere-for-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-the-organization-in-idempiere-for-retail\/","title":{"rendered":"How to Configure the Organization in iDempiere for Retail"},"content":{"rendered":"\n

Learn how to configure Organization and Organization Info in iDempiere for retail. Step-by-step guide covering setup, address, contact, and cache reset.<\/p>\n\n\n\n

Introduction<\/strong><\/h2>\n\n\n\n

The Organization window in iDempiere is used to create and maintain business units within a company structure. Organizations help manage operational activities such as warehouses, inventory, purchasing, and sales transactions.<\/p>\n\n\n\n

After completing the Initial Tenant Setup in iDempiere, a default organization may already exist. Additional organizations can be created for branch locations, stores, or operational units as needed.<\/p>\n\n\n\n

Prerequisites<\/strong><\/h2>\n\n\n\n

Before starting, ensure the following requirements are met:<\/p>\n\n\n\n

    \n
  • Initial Tenant Setup completed successfully in iDempiere<\/li>\n\n\n\n
  • Logged in with appropriate role access<\/li>\n\n\n\n
  • Organization address and contact details are available<\/li>\n<\/ul>\n\n\n\n

    Business Rules<\/strong><\/h2>\n\n\n\n
      \n
    • Each branch or operational unit must be created as a separate Organization record.<\/li>\n\n\n\n
    • Search Key should remain unique for every organization to avoid duplicate branch identification.<\/li>\n\n\n\n
    • Organization Address and Contact Information should be maintained correctly because they are used in system transactions and printed documents.<\/li>\n\n\n\n
    • Summary Level should only be enabled for parent organizations and not for transactional branch organizations.<\/li>\n\n\n\n
    • Cache Reset and re-login should be performed after major organization configuration changes to refresh the updated settings across the system.<\/li>\n<\/ul>\n\n\n\n

      Step-by-Step Configuration<\/strong><\/h2>\n\n\n\n

      Step 1: Open the Organization Window<\/strong><\/h3>\n\n\n\n

      Navigate to:<\/p>\n\n\n\n

      Menu \u2192 Organization Rules \u2192<\/strong> Organization<\/strong><\/p>\n\n\n\n

      The window displays all organization records available under the current tenant in iDempiere.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Step 2: Create a New Organization or Select an Existing One<\/strong><\/h3>\n\n\n\n

      To create a new organization<\/strong>, click:<\/p>\n\n\n\n

      New Record (+)<\/strong><\/p>\n\n\n\n

      To update an existing organization<\/strong>, select the required organization record from the list.<\/p>\n\n\n\n

      Example \u2014 Primary Organization:<\/strong><\/p>\n\n\n\n

      Field<\/strong><\/td>Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Tenant<\/td>POTS<\/td>Active tenant in iDempiere<\/td><\/tr>
      Search Key<\/td>CDC<\/td>Unique short code<\/td><\/tr>
      Name<\/td>CDC<\/td>Display name in the system<\/td><\/tr>
      Description<\/td>Centralized Distribution Center<\/td>Details about the organization<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Example \u2014 Branch Organizations:<\/strong><\/p>\n\n\n\n

      Search Key<\/strong><\/td>Name<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      CHN<\/td>Chennai Store<\/td>Chennai Retail Branch<\/td><\/tr>
      PDY<\/td>Pondicherry Store<\/td>Pondicherry Retail Branch<\/td><\/tr>
      TVM<\/td>Trivandrum Store<\/td>Trivandrum Retail Branch<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Field Descriptions:<\/strong><\/p>\n\n\n\n

        \n
      • Search Key \u2014 Short unique code used to identify the organization<\/li>\n\n\n\n
      • Name \u2014 Organization name displayed throughout the iDempiere system<\/li>\n\n\n\n
      • Description \u2014 Additional information about the organization<\/li>\n<\/ul>\n\n\n\n

        Each branch, store, or operational unit should be maintained as a separate Organization record in iDempiere.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Step 3: Save the Organization Record<\/strong><\/h3>\n\n\n\n

        After entering all required details, click:<\/p>\n\n\n\n

        Save<\/strong><\/p>\n\n\n\n

        Once saved, continue to configure additional organization information in iDempiere.<\/p>\n\n\n\n

        Step 4: Open Organization Info<\/strong><\/h3>\n\n\n\n

        Navigate to:<\/p>\n\n\n\n

        Organization \u2192 Organization Info<\/strong><\/p>\n\n\n\n

        This tab in iDempiere stores organization-specific information such as address, contact details, and operational settings.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Step 5: Enter Address Information<\/strong><\/h3>\n\n\n\n

        Provide the branch or organization address details in the Address field. This information is used in system transactions and printed documents.<\/p>\n\n\n\n

        Example Address:<\/strong><\/p>\n\n\n\n

        POTS Head Office, No.145, GST Road<\/p>\n\n\n\n

        Guindy Industrial Estate<\/p>\n\n\n\n

        Near Kathipara Junction<\/p>\n\n\n\n

        Chennai \u2013 600032<\/p>\n\n\n\n

        Field Description:<\/strong><\/p>\n\n\n\n

          \n
        • Address \u2014 Business location used in system records and printed documents<\/li>\n<\/ul>\n\n\n\n

          Step 6: Configure Organization Details<\/strong><\/h3>\n\n\n\n

          Enter the following configuration details:<\/p>\n\n\n\n

          Field<\/strong><\/td>Example Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>
          Organization Type<\/td>Legal Entity<\/td>Defines organization classification<\/td><\/tr>
          D-U-N-S<\/td>123456789<\/td>Unique business identifier<\/td><\/tr>
          Supervisor<\/td>PotsAdmin<\/td>Responsible user for this organization<\/td><\/tr>
          Calendar<\/td>POTS Calendar<\/td>Financial calendar for transactions<\/td><\/tr>
          Time Zone<\/td>UTC+05:30 Asia\/Kolkata<\/td>Operating time zone of the organization<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Leave the following fields blank<\/strong> until required:<\/p>\n\n\n\n

            \n
          • Warehouse<\/li>\n\n\n\n
          • Parent Organization<\/li>\n\n\n\n
          • Drop Ship Warehouse<\/li>\n<\/ul>\n\n\n\n

            Enable Summary Level only for parent-level organizations used for reporting or hierarchy purposes.<\/p>\n\n\n\n

            Configure Drop Ship Warehouse only when sales orders are fulfilled directly through supplier shipment processes.<\/p>\n\n\n\n

            Step 7: Enter Contact Information<\/strong><\/h3>\n\n\n\n

            Provide organization contact details in iDempiere:<\/p>\n\n\n\n

            Field<\/strong><\/td>Example Value<\/strong><\/td><\/tr><\/thead>
            Phone<\/td>04440112233<\/td><\/tr>
            2nd Phone<\/td>04440112255<\/td><\/tr>
            Fax<\/td>04440112000<\/td><\/tr>
            Email Address<\/td>support@potsretail.com<\/td><\/tr>
            Tax ID<\/td>GST33AABCP7188K1Z5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

            Step 8: Save Organization Information<\/strong><\/h3>\n\n\n\n

            After entering all details, click:<\/p>\n\n\n\n

            Save<\/strong><\/p>\n\n\n\n

            The organization information in iDempiere is now updated successfully.<\/p>\n\n\n\n

            Step 9: Apply Changes via Cache Reset<\/strong><\/p>\n\n\n\n

            After saving, iDempiere may display the following message:<\/p>\n\n\n\n

            \u201cYou need to execute Cache Reset and re-login for most changes made here to be effective.\u201d<\/em><\/p>\n\n\n\n

            Click OK<\/strong> to acknowledge.<\/p>\n\n\n\n

            If changes are not reflected after re-login, follow these steps:<\/p>\n\n\n\n

              \n
            • Navigate to: Menu \u2192 Cache Reset<\/li>\n\n\n\n
            • Execute the process<\/li>\n\n\n\n
            • Log out and log back in to iDempiere<\/li>\n<\/ul>\n\n\n\n

              This refreshes all organization changes throughout the iDempiere system.<\/p>\n\n\n\n

              \"\"<\/figure>\n\n\n\n

              Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
              Issue<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
              Calendar not available for selection<\/td>Verify the calendar was created during Initial Tenant Setup in iDempiere<\/td><\/tr>
              Mandatory field validation error while saving<\/td>Verify all required fields are populated before saving<\/td><\/tr>
              Changes saved but not reflected in the system<\/td>Execute Cache Reset and log in again to iDempiere<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

              Next Steps<\/strong><\/h2>\n\n\n\n

              After completing Organization setup in iDempiere, continue with the following:<\/p>\n\n\n\n


              Warehouse Setup \u2192 Locator Setup \u2192 Product Setup<\/strong><\/p>\n\n\n\n

              <\/p>\n","protected":false},"excerpt":{"rendered":"

              Learn how to configure Organization and Organization Info in iDempiere for retail. Step-by-step guide covering setup, address, contact, and cache […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[67,68],"tags":[],"class_list":["post-18575","post","type-post","status-publish","format-standard","hentry","category-retail","category-masters"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=18575"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18575\/revisions"}],"predecessor-version":[{"id":18727,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18575\/revisions\/18727"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=18575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=18575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=18575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}