Organizations

Organizations represent business entities within your company structure in LMI. They can represent branches, divisions, subsidiaries, or any other organizational unit that needs to be tracked separately for operational or reporting purposes.

Accessing Organizations

Navigate to Data Catalog → Organizations from the sidebar to access the Organizations module.

Organizations List

The Organizations page displays all organizations in a searchable, filterable table.

Search

Use the search box in the header to find organizations by name. The search performs a partial match, so typing “north” will find “Northern Division”, “Northwest Branch”, etc.

Filtering by Service Area

Click the Filters button to filter organizations by service area. The filter displays the count of organizations in each service area.

Table Columns

The organizations table displays the following columns:

Column	Description
Name	The organization’s display name (click to edit)
Abbv	Abbreviation used for the organization
Service Area	The service area the organization belongs to
External System IDs	Dynamic columns showing IDs from connected external systems

Tip

Click on any organization name to open the edit panel.

Saved Views

Save custom filtered views for quick access to frequently used filter combinations.

Adding a New Organization

1. Click the Actions button in the page header
2. Select Add Organization
3. Fill in the required fields in the edit panel
4. Click Save to create the organization

Editing an Organization

Click on an organization name in the table to open the edit panel on the right side of the screen.

Basic Information

Field	Required	Description
Organization Name	Yes	The full name of the organization
Organization Abbreviation	Yes	A short code or abbreviation (e.g., “NE” for “Northeast Division”)
Service Area	No	The geographic service area this organization operates in
Timezone	Yes	The organization’s local timezone for scheduling and reporting
Warehouse	No	Toggle on if this organization operates as a warehouse location

Contact Information

Field	Description
Sales Name	Name of the primary sales contact
Sales Email	Email address for sales inquiries
Buyer Name	Name of the primary buyer/purchasing contact
Buyer Email	Email address for purchasing communications

Logo

Field	Description
Logo Filename	Filename for the organization’s logo (used for branding in reports and documents)

External Systems

If your company has configured external system integrations, an External Systems section appears at the bottom of the edit panel. Expand this section to map the organization to IDs in your external systems.

Each external system configured for your company will have an input field where you can enter the corresponding ID used in that system. This enables data synchronization and cross-referencing between LMI and your other business systems.

Understanding Organization Relationships

Organizations in LMI can be associated with:

• Service Areas - Geographic regions for operations and reporting
• External Systems - IDs in other business systems (ERP, accounting, etc.)
• Company - The parent company that owns this organization

Company
└── Organization (with Service Area)
    └── External System Mappings
        ├── ERP System ID
        ├── Accounting System ID
        └── ...

Best Practices

Naming Conventions

• Use consistent naming patterns across organizations (e.g., “Region - City” or “Division - Department”)
• Keep abbreviations short but meaningful (2-4 characters recommended)
• Ensure abbreviations are unique within your company

Service Area Assignment

• Assign service areas to enable geographic filtering and reporting
• Organizations without service areas may be excluded from certain geographic reports

External System IDs

• Enter external system IDs when setting up organizations to enable data synchronization
• Keep external IDs up to date when changes occur in connected systems
• Contact your administrator if you need to add new external system connections

Troubleshooting

Organization not appearing in search results

• Check if the organization is archived (archived organizations are hidden from the list)
• Verify the search term matches part of the organization name
• Clear any active filters that may be excluding the organization

Cannot edit organization

• Verify you have the appropriate permissions (ORGANIZATIONS_PAGE role required)
• Check that you are logged in to the correct company account

External system fields not showing

• External system fields only appear if your company has configured external system integrations
• Contact your administrator to set up external system connections in Settings → External Systems