Create an organizational unit for a contact

With B2Brouter you can create the headquarters or delegation of a company using the same NIF but modifying other data such as the name or address. To do this, you must follow the following steps:

1. Create the main company

Go to the Contacts section in the main menu. Once there, select the Add contact option and you can start adding your contact’s data to create it. Here you can see how to create a contact in B2Brouter.

2. Create the site

Once you have created the contact (the main company), you can create the headquarters. Do it from the Contacts section, by clicking on the name of the company whose head office you want to create. Then, access the box labeled Add organizational unit on the menu in the left part of the page.

You then access the form that allows you to add the details of the head office, which is associated with the main company:

• You cannot modify the NIF.
• Other data such as name, address, etc. can be modified.

Once the data has been added, use the Add organizational unit option, which you can find at the bottom of the screen.

You can create as many locations as you wish.

3. Indicate the Organizational unit on the invoice

Once you have created the location, you can select it when you generate an invoice. To do this, you must create a new invoice using the quick actions or in the Invoices section and then click on the New invoice button located on the left side of the screen.

• In the Customer section, add the main company.
• Then, you can select the location you want to be included in this invoice in the drop-down menu Organizational unit, where you will find all the locations previously created.