---
title: Organizations
summary: Add suppliers, contractors, consultants, clients and other companies you work with, one by one or many at once, and mark them active or inactive.
order: 4
menu: Company settings > General > Organizations
route: /vendors
who: People who have the View Organizations permission. Adding needs Add, editing needs Edit, deleting needs Delete. Marking active or inactive and Bulk Add need Approve.
---

An organization is a company outside your own company. It can be a supplier of materials, a contractor who does work, a consultant, a client or a special purpose vehicle (SPV). An SPV is a company set up to own one project. You pick organizations when you create purchase orders (PO), work orders and bills.

One organization can have more than one type. For example, a company can be both a **Supplier** and a **Contractor**.

## Before you start

- Collect the legal name, the contact details and the tax number of the company.
- For an SPV, have its logo file ready. The logo is required for an SPV.

## How to add one organization

1. Open **Company settings** in the left menu, then **General**, then **Organizations**.
2. Click **Add** (mark 1 in the first picture).
3. In **Type** (mark 1 in the second picture), choose one or more types.
4. In **Company Name** (mark 2), type the legal name of the company.
5. Fill in the other fields you know. See the table below.
6. Click **Save** (mark 3). A message says that the organization was saved.

![The list of organizations. The mark 1 is the button Add, the mark 2 is the group of filter buttons and the mark 3 is the button Export.](../media/organization-list.png)

![The organization form. The mark 1 is Type, the mark 2 is Company Name and the mark 3 is Save.](../media/organization-form.png)

## How to add many organizations at once

Use Bulk Add when you have a list, for example from a spreadsheet.

1. On the list of organizations, click the small arrow on the right of the button **Add** (mark 1 in the third picture).
2. Click **Bulk Add**.
3. Type or paste one organization in each row of the grid. The columns are **Name**, **Type**, **Email**, **Contact**, **Contact Person**, **Registration Info**, **Address**, **Tax Info**, **Website** and **Turnover**.
4. In **Type**, choose one of **Supplier**, **Contractor**, **Consultant**, **SPV** or **Client**.
5. Click **Save** (mark 2). The list of organizations opens.

![The menu under the button Add. The mark 1 is Bulk Add.](../media/organization-add-menu.png)

![The grid for Bulk Add. The mark 1 is the column Type and the mark 2 is the button Save.](../media/organization-bulk-add.png)

Only **Name** is required in each row. Bulk Add shows only to people who have the Approve permission for Organizations.

## How to change an organization

1. In the list, click the three dots at the end of the row. They show when you point at the row.
2. Choose **Edit**.
3. Change the fields and click **Save**.

To read more about an organization, click the arrow at the start of the row. The row opens with the tabs **Active POs**, **Pending Bills**, **Categories** and **Other Details**. **Other Details** shows the type, address, tax and registration information, turnover and bank details.

## How to mark an organization inactive or delete it

1. In the list, click the three dots at the end of the row.
2. Choose **Mark Inactive** or **Mark Active**, or choose **Delete**.
3. Read the question and click **Confirm**.

## How to find an organization

- Type at least 3 characters in the box **Search (min. 3 characters)**.
- Click **All**, **Active** or **Inactive** to choose which organizations show.
- Click **Supplier**, **Contractor**, **Consultant**, **SPV** or **Client** to show only those types. You can switch several types on together.
- Click **Columns** to show or hide columns, for example **Website**.
- Click **Export** to download the list.

## What the fields mean

| Name | What it means |
| --- | --- |
| **Type** | What the company is to you: **Supplier**, **Contractor**, **Consultant**, **SPV** or **Client**. You can choose more than one. Required. |
| **Company Name** | The legal name of the company. Required. It must be new. |
| **Registration Info** | The company registration number, for example the CIN or PAN in India. |
| **Tax Info** | The tax number, for example the GSTIN in India. |
| **Turnover** | The yearly turnover of the company, in the currency of your company. |
| **Resource Categories** | Shows when the type includes **Supplier**. The groups of materials the supplier can sell. |
| **Logo** | Shows when the type includes **SPV**. Required for an SPV. The file must be smaller than 1 mb. |
| **E-mail** | The official e-mail address. |
| **Contact No.** | The main phone number of the company. Digits only. |
| **Website** | The web address of the company. |
| **Contact Person** | The name of the main contact. |
| **Mobile No.** | The mobile number of the main contact. |
| **Country**, **State**, **City**, **Pincode**, **Address** | The address. Choose the country first, then the state, then the city. |

## What the columns mean

| Name | What it means |
| --- | --- |
| **Company Name** | The name of the company. |
| **Owner/Manager Name** | The main contact person. |
| **Owner/Manager Contact** | The phone number of the main contact. |
| **Email** | The e-mail address. |

## Rules to know

- A company name cannot be used twice. The message is "Vendor Name cannot be repeated".
- An organization with the type **SPV** needs a logo.
- An inactive organization stays in old records. Superwise does not offer it for new orders. Use **Mark Inactive** for a company you stopped working with.
- You cannot delete an organization that is used in other records, such as orders or bills. Mark it inactive instead.
- In Bulk Add, a row without a name stops the save.
- A name that is already in use stops the save.
- A type that is not in the list stops the save.
- No row is saved until all rows are correct.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| Vendor Name cannot be repeated | Use another name, or edit the organization that already exists. |
| For SPV Organizations, Logo is required | Upload a logo, or remove the type **SPV**. |
| Please ensure to enter Name for all records. | Fill in **Name** in every row of the Bulk Add grid. |
| There is no data entered. Nothing to save. | Enter at least one row before you click **Save**. |
| Organization with same name cannot be added | A name in the grid is already in use. Remove that row. |
| An error occurred while bulk adding Organizations. | Check the data in each row and try again. |

## Related pages

- [Projects](project.md)
- [Users](user.md)
- [Taxes](tax.md)
- [Company setup masters](index.md)