🏛️ Organizations

🎯 Overview

The Organizations module allows you to manage multiple business entities, locations, or divisions within ProductionPlannerPro. Each organization can have its own settings, users, and operational data.

✨ Key Features

• Multi-Organization Support: Manage multiple business entities from one system
• Unique Organization Codes: Each organization has a permanent, unique identifier
• User Assignment: Assign users to specific organizations
• Data Segregation: Each organization's data remains separate and secure
• Flexible Structure: Support for headquarters, branches, plants, or divisions
• Status Management: Activate or deactivate organizations as needed

➕ Creating a New Organization

Step-by-step process:

1. Click the "➕ Create New Organization" button at the top of the page
2. Fill in the organization details:
   • Organization Code * (Required) - Unique identifier (e.g., DKW001, FACT-A)
   • Organization Name * (Required) - Full business name
   • Email - Primary contact email
   • Phone - Main contact number
   • Status - Active (default) or Inactive
3. Click "💾 Save Organization"
4. The new organization will appear in the organization list

✏️ Editing an Organization

To update organization information:

1. Find the organization card you want to edit
2. Click the "✏️ Edit" button on the organization card
3. The edit form will open with current information pre-filled
4. Make your changes (Organization Code is readonly)
5. Click "💾 Save Organization"

📋 Understanding Organization Cards

Each organization is displayed as a card showing:

• Organization Name - Displayed prominently at the top
• Organization Code - Unique identifier in monospace font
• Status Badge - Active (green) or Inactive (red)
• ID Number - System database identifier
• Email - Contact email address
• Phone - Contact number
• Users - Number of users assigned to this organization

📊 Statistics Dashboard

Total Organizations

Total number of organizations registered in the system (active + inactive).

Active Organizations

Organizations with "Active" status that are currently operational.

Total Users

Combined count of all users across all organizations in the system.

🎓 Common Use Cases

Single Company with Multiple Locations

Example organization codes:

• HQ-NYC - Headquarters in New York
• FACT-LA - Factory in Los Angeles
• DIST-CHI - Distribution Center in Chicago
• OFFICE-MIA - Regional Office in Miami

Multiple Companies Under One Group

Example structure:

• PARENT-CO - Parent Company
• SUB-A - Subsidiary A
• SUB-B - Subsidiary B
• JV-001 - Joint Venture 1

Manufacturing Network

Organize by production type:

• ASM-PLANT - Assembly Plant
• COMP-MFG - Component Manufacturing
• PKG-FAC - Packaging Facility
• QC-CENTER - Quality Control Center

💾 Data Management & Segregation

Organization-Specific Data

Each organization maintains separate records for:

• Production orders and schedules
• Sales orders and customers
• Materials and inventory levels
• Products and Bills of Materials (BOMs)
• Users and access permissions
• Production lines and equipment

System-Wide Shared Data

Some data is accessible across organizations:

• Super administrator accounts
• System configuration settings
• Report templates
• Master data definitions

👥 User Assignment & Permissions

Organization Assignment

Every user must be assigned to at least one organization:

• Regular Users: See only their organization's data
• Super Administrators: Can access all organizations
• Users are assigned during user creation in the Users module

Who Can Manage Organizations

• Create: Super administrators only
• Edit: Super administrators only
• View: All authenticated users
• Delete: Not available (use Inactive status instead)

🔄 Status Management

Active Status

Organizations with "Active" status:

• Can create new production orders
• Can process sales orders
• Users can log in and work normally
• Appear in all dropdown selections
• Generate reports and analytics

Inactive Status

Organizations with "Inactive" status:

• Cannot create new orders
• Historical data remains accessible
• Users cannot perform new transactions
• Don't appear in active dropdown lists
• Can be reactivated at any time

✅ Best Practices

• Clear Naming: Use descriptive, unambiguous names and codes
• Consistent Codes: Establish a naming convention for organization codes
• Document Structure: Maintain documentation of your organization hierarchy
• Keep Information Current: Update contact details when they change
• Start Simple: Begin with main organizations, add subdivisions as needed
• Use Inactive Status: Deactivate instead of deleting to preserve data
• Limit Super Admins: Only trusted personnel should have edit rights
• Regular Review: Periodically audit organization list and user assignments

🔧 Troubleshooting

Problem: "Insufficient permissions" when editing

Solution:

• Only Super Administrators can edit organizations
• Check if your user account has is_super_admin = 1
• Contact your system administrator to grant permissions
• SQL fix: UPDATE users SET is_super_admin = 1 WHERE id = YOUR_ID;

Problem: "Organization code already exists"

Solution:

• Each organization code must be unique
• Choose a different code
• Check existing organizations for conflicts

Problem: Cannot create organization

Solution:

• Ensure Organization Code field is filled
• Ensure Organization Name field is filled
• Check that you're logged in with a valid token
• Verify internet connection
• Check browser console (F12) for errors

Problem: Organizations not appearing in Users dropdown

Solution:

• Create at least one organization first
• Refresh the Users page
• Clear browser cache (Ctrl+Shift+Delete)
• Check that organization status is "Active"

🔗 Integration with Other Modules

Organizations are the foundation of the entire system:

• Users: Every user must be assigned to an organization
• Production Orders: Created within organization context
• Sales Orders: Tied to specific organizations
• Materials & Products: Managed per organization
• Production Lines: Belong to specific organizations
• Reports: Can be org-specific or consolidated across orgs
• Scheduling: Production schedules are organization-based

🔒 Security & Data Protection

Data Isolation

Organizations provide secure multi-tenancy:

• Each organization's data is completely isolated
• Regular users cannot access other organizations' data
• Database queries filter by organization_id automatically
• Only super administrators have cross-organization visibility

Access Control

• Token-based authentication required for all API calls
• Permission checks on every organization operation
• Audit logs track all organization changes
• Session management prevents unauthorized access

📞 Need Help?

If you encounter issues or have questions about managing organizations:

• System Administrator: For permission and access issues
• Technical Support: support@productionplannerpro.com
• Documentation: Check our online help center
• Database Issues: Contact your database administrator