Organization, business and branch

Talemo has three levels, and the names are fixed: organization, business and branch. Organization is the top level.

Organization

An organization pays. It holds the payment methods and invoices and the balance that is not given to any business yet (see Balance of a business and of an organization). It has a name, which appears on invoices, and a choice of How you work: Company or sole trader, or As an individual. Talemo does not check the choice; it is only for the invoice.

An organization is created when a person starts creating a business, and the person becomes its owner. The Organization page in settings shows the name, the owner, the balance and the businesses of the organization, closed ones too, with the date until which they can be restored.

Business

A business is the boundary of the data. Its clients, team, assistant and balance belong to it alone. Businesses of one organization do not see each other and share only the organization, that is, the payment methods and the balance. The owner sees all the businesses of the organization.

A person who works in several businesses switches between them in the header or in the account sheet, under What you see. A business is created on the web; the app only switches between existing ones. Settings → About the business shows the name, the organization that pays and the branches, and the name is changed there. A program connected over MCP reads the same with talemo_get_business and renames the business with talemo_update_business.

Branch

A branch is a location of a business. A business always has at least one, and the first is created together with the business. A branch has:

• a name and an address;
• a time zone. A business has no time zone of its own; the time on the screens follows the zone of the branch, whoever looks;
• a currency of prices, in which the prices of the branch's services are written. It can be changed later and cannot be removed. A new currency keeps the numbers: 2600 in one currency becomes 2600 in the other, nothing is converted, so the price list has to be checked.

Clients are shared across the whole business. Settings → Branches lists the branches, and Add branch adds one; it takes the time zone of the branch the person is in and suggests the usual currency of that zone. The time zone of a branch cannot be changed while visits ahead would fall outside the moved schedules; Talemo says how many, and they are moved or cancelled first.

Closing a branch

Close branch… takes a branch out of the switcher for the whole team. Nothing is deleted: the address, the history and the clients stay. The last open branch cannot be closed, and a branch with visits ahead is closed only after they are moved or cancelled. Closed branches → Open again brings it back at once with everything it had. The owner and the administrator can do this.

A connected program adds and changes branches with talemo_create_branch and talemo_update_branch, and closes and reopens them with talemo_close_branch and talemo_reopen_branch, with the rights of the person who connected it.