Understanding the techOMS Organization Structure [Information]

Modified on Tue, 24 Mar at 3:09 PM

techOMS utilizes a multi-tiered organizational hierarchy to streamline operations, allowing you to manage multiple accounts, users, and warehouses under a single unified structure.

When configuring or migrating your environment, it is critical to follow a strict top-down sequential order. You must complete the setup of higher-level entities before configuring the sub-entities that depend on them.

This article explains the core entities within the techOMS organizational structure in the exact order they must be configured.

TABLE OF CONTENTS

Organizations
Users
Warehouses
Accounts
Account Users
Next Steps: Operational Setup

Organizations

The Organization is the starting point and top-level entity in the hierarchy. It represents the primary business or corporate umbrella. All systemic configurations, physical locations, and user roles cascade down from this level.

To configure your top-level entity, refer to the following guides:

Users

Once the organization is set, you must define the organizational users. These users have broad access across the platform and need to be established early so they can manage the subsequent configuration steps.

To manage these permissions and user profiles, refer to the following articles:

Warehouses

Next, you must configure your operational facilities where inventory is stored and orders are fulfilled. Warehouses must first be created at the Organization level before they can be enabled for specific Accounts.

You can manage two types of facilities within your organization's hierarchy:

Physical Warehouses: Standard, tangible facilities where physical fulfillment occurs.
Virtual Warehouses: Logical groupings of multiple physical locations into a single, unified inventory pool.


	To understand how logical groupings function and calculate stock differently from standard physical facilities, refer to the conceptual guide linked below.

To learn more about these facilities , refer to the following articles:

Accounts

After establishing users and warehouses, you can create Accounts. These represent the sub-entities, clients, or specific brands operating under the Organization. Each account can have its own customized workflows, order rules, and specific sales and fulfillment channels.

Once your locations are created at the organizational level, you can assign and activate them for your sub-entities.

For comprehensive guidance on managing these sub-entities, refer to the following articles:

Account Users

Finally, once the Account is fully established, you can create and assign users specifically to that account. These users will have their permissions restricted to the operations, orders, and inventory of that specific sub-entity.

To configure access for your sub-entities , refer to the following articles:

Next Steps: Operational Setup

Once your organizational hierarchy is established and your Accounts and Account Users are created, you must configure the operational elements of each Account to begin fulfilling orders.

To continue your setup process, proceed to the operational roadmap: Configuring Account Operational Settings [Guide].