Relevant to: Buyers and Site Operators
Navigation tree: Connections > Organizations
To be able to transact and interact with an Organization, they must be in your Connections list. Once in this list, you will have the option to select this Organization as a counterparty or supplier in all applicable forms.
To get started, navigate to the Organizations tab and select the "Add Organization" button in the top right-hand corner. The next steps will depend on the type of the company being searched, these 3 types are outlined below:
If the Organization is already in the AgriDigital database and you have a Connection. Here you will search the company name e.g. Agrain Buyer 1, select it and proceed to 'View profile' as you already have a relationship with that Organization.
If the Organization is already in the AgriDigital database and you do not have a Connection with it.
1. Search the Organization name and select the result that matches the company you want to add
2. As the Organization is already in the AgriDigital database you will be asked "to connect with the Organization, hit "Next" and add a contact".
3. Enter the contact user information including name and email. Note: the contact user will be invited to the platform by email notification and will receive notifications for any contracts, deliveries, invoices etc you create.
If the Organization is not in the AgriDigital database.
1. Search the Organization name
2. Select "create Grain Pty Ltd as a new Organization" which will allow you to click "Next" to enter the company details.
3. Enter all company details including name, address, country, ABN and email, then select "Next"
4. You will also be required to add a Contact for this Organization, including name and email. Note: the contact user will be invited to the platform by email notification and will receive notifications for any contracts, deliveries, invoices etc you create.
5. Click the Submit button at the bottom to save the Organization and add them to Connections.