Enterprise Configuration

(Redirected from Enterprise & Location Setup)


				

Contents

Overview

The Enterprise Configuration is where you set up the structure and hierarchy of your organization. There are three (3) available levels in the hierarchy flowing down through the system.

  • Enterprise
  • Division
  • Business Unit

The Enterprise level is the corporate or headquarters level of your hierarchy. It is an organizational distinction and not used as an operational Business Unit. If you do have corporate level business operations e.g. corporate memberships that do not run through a specific club, then you must add and label the "Enterprise" as a separate Business Unit at the bottom level of your hierarchy.

The Division level, which may also be referred to as a “Region” in the application, gives you the ability to separate and group Business Units based on their business location or business operation e.g. Health Clubs, Spas, Tennis, Mid-Atlantic.

The Business Units are the actual operational entities within the hierarchy. More often than not, Business Unit will refer to an actual singular facility. It may however, refer to an element within the facility e.g. a single facility may be an Enterprise (or even a Division) and have a spa, gym, and pool as Business Units. Business Units may also be referred to as “Locations” or "Facilities" in the application.


Below is an example of an Enterprise with Divisions based on the business operation of each Business Unit:

Divisions Based on Business Operations


You can also choose to layer your hierarchy by separating Business Units into Divisions or Regions, that act with a degree of operational autonomy e.g. Mid-Atlantic, Northeast, West etc. Below is an example of an Enterprise with Divisions based on the location of each Business Unit:

Divisions based on the location of each Business Unit.

Configuring Your Enterprise

There are NO defaults at the Enterprise level of your hierarchy. However, many of the defaults at the lower levels of your hierarchy are inherited from your the Enterprise settings.


Why the two (2) Singular and Plural Label fields?...

So you can differentiate the plural vs. singular form (Business Unit vs. Business Units) as they pertain to labeling (tabs, columns, fields, etc.) in the application since both forms are common terminology.



To Configure Your Enterprise Structure:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Enterprise & Business Unit Setup section, select Enterprise Configuration.
  3. Enter the name of your organization in the Enterprise Name text box (This field defaults to "Enterprise").
  4. Enter the singular label for your Business Unit fields in the Business Unit Label (Singular) text box (Default=Business Unit).
  5. Enter the plural label for your Business Unit fields in the Business Unit Label (Plural) text box (Default=Business Units).
  6. Select the time of your daily processing in the Daily Processing Job Run Time drop-down list. This sets when the MosoMRM Task Processor (MTP) will run it's daily status updates on a nightly basis.
  7. If your Enterprise does NOT have multiple locations, ensure that the Enable Multiple Business Unit check box and the Enable Divisions check box (bottom portion of the page) are clear and click Save.
    Cleared Enable Multiple Business Units check box
  8. If your Enterprise has multiple Business Units, select the Enable Multiple Business Unit check box. The Division configuration will display in the bottom portion of the page. Configuring Divisions is not required however.
    Selected Enable Multiple Business Units check box with Division Configuration displayed
  9. If your Enterprise has multiple Business Units and you want to create Divisions, select the Enable Divisions check box (default).
    1. If you are configuring Divisions, this MUST be done prior to configuring your Business Units since selecting a Division is part of the {{Enterprise Configuration#Business Units|Business Unit]] configuration process.
    2. Enter the singular label for your Division fields in the Division Label (Singular) text box.
    3. Enter the plural label for your Division fields in the Division Label (Plural) text box.
    4. Click the Set Up/Modify Business Units link to add Business Units (see below).
      Selected Enable Divisions Check Box (BOTTOM Section).

Divisions

To add Divisions, click the Modify Division link. Important...For the first Division, only the Default Division record displays. Click that record and change the information accordingly. For all other Divisions, click the Add button and a new Divisions pop-up window displays.

  1. Enter the Division name in the Name text box (required).
  2. Enter the Division code in the Code text box.
  3. Enter the Division GL Code in the GL Code text box (required).
  4. If you want to deactivate, or delay the activation of this Division, select the Inactive check box.
    Adding a Division

Business Units

To add Business Units, click the Set Up/Modify Business Units link. The Business Units page displays (NOTE: The name of this page is based on what you entered in the Business Unit Label (Plural) text box above).

Like for Divisions, the first Business Unit only, the Default Business Unit record displays. Important...Click that record and change the information accordingly. For all other Business Units, click the Add button and a new Business Unit pop-up window displays, defaulted to the Main tab and with the current Division as the default in that field.

To Add a Business Unit:

  1. In the Main tab, enter the Business Unit name in the Name text box (required).
  2. Enter the Business Unit code in the Code text box. This code is typically used when Mapping Data from your database to your MosoMRM application.
  3. Select a Division from the Division drop-down list, if applicable.
  4. Enter the Business Unit GL Code Prefix in the GL Code Prefix text box.
  5. If this Business Unit is not going to be immediately activated, select the Inactive check box.
  6. Enter a Tax ID number (up to 50 characters). This is often referred to as the Federal Employmer Identification Number (FEIN). This simply gives you the ability to sort your Business Units by this ID on reports.
  7. Enter a Billing Merchant Account Code and POS Merchant Account Code in their respective fields.
    1. A Merchant Account Code is a unique number that is assigned by the Acquiring Bank (Merchant Bank) to identify a merchant when processing charges. Merchant Account Code.
    2. Each Business Unit processes their own credit card transactions. You will need to enter a POS Merchant Account Number for each Business Unit. This is the Merchant Account Number that is used for Billing Transactions.
    3. Additionally, the POS Merchant Account Code you enter here is what will be used when you configure the POS Workstations that are linked to this Business Unit. This Merchant Account Code is used for POS credit card and payment transactions but does NOT populate the the requisite field in the Workstation configuration.
  8. Select the Postal Code required check box if you would like to require that a Postal/Zip Code be entered when adding a Funding Source to an account.
  9. Select a time zone for your processing in the Automated Process Time Zone drop-down list.
  10. Select the Allowed As Preferred Location check box (Default=Selected).
    1. If you would like this Business Unit to be available for selection as a Preferred Location by a Member on their Profile page.
    2. The purpose of this setting is to accommodates Enterprises that have a corporate, non-member, Location/Business Unit in their hierarchy. Hence, by selecting this flag, it gives you the ability to filter these options so these non-member locations do NOT get selected as Preferred Locations.
  11. Click the Save button.
    Adding a Business Unit

Addresses

  1. Click the Primary Address tab and complete the form (the red highlighted fields are required data). Repeat the process for the other three (3) Address tabs (Sales, Billing, Customer Service) if necessary.
    1. The Country drop-down list defaults to code of the currently logged-in Business Unit.
    2. All phone number Country Code fields default to the country of the currently logged-in Business Unit.
      Adding the primary contact information to a Business Unit.
  2. Click the Save button.
  3. The forms on the remaining three (3) Address tabs (Sales, Billing, Customer Service) are IDENTICAL. If you so desire, complete the form in each tab.

Scheduler Settings

This is only required if you are using the Scheduler functionality and furthermore, the Moso myClub Member Portal for Online Scheduling.

  1. Click the Scheduler Settings tab. This sets the available "bookable" times for that Business Unit and Scheduling limits.
  2. When this Business Unit is available and ready to be used in Scheduler, select the Is Bookable check box.
  3. Pre-Appt Booking Restriction (hrs) - This restriction applies to ONLINE booking ONLY in Moso myClub. Enter the number of hours prior to the start of an Event or Appointment that an individual can book online e.g. a Member can not book online within "2" hours of the start time. You can override this setting when you configure the Scheduler Settings for each item in Item Setup.
  4. Select the Allow Late Registration check box if you want to allow late registrations for an Activity. This activates the Post-Appt Booking Restriction (hrs) field and the Restrict Late Registration to Same Day check box.
    1. In the Post-Appt Booking Restriction (hrs) field, enter the number of hours after a service has ended you will allow individuals to be booked into that service.
      1. For example, you can add a late registrant up to "4" hours after the conclusion of the Event or Appointment.
      2. This restriction applies to booking through the Scheduler ONLY and gives you the ability to backdate an Event or Appointment booking.
    2. Select the Restrict Late Registration to Same Day check box if you want to restrict that late registrations to be done on the same day (RECOMMENDED).
    3. These two (2) settings are you pre and post appointment booking default settings for the entire Business Unit. However, you can also override this setting when you configure the Scheduler Settings for each item in Item Setup.
  5. Online Schedule Max (days) - The MAXIMUM number of days out you can schedule an Appointment online.
  6. Cannot cancel or reschedule online within (hours) - This sets the number of hours a Member can cancel or reschedule an appointment online without penalty.
  7. Cannot cancel or reschedule in house within (hours) - This sets the number of hours a Member can cancel or reschedule an appointment in person, or by an employee through the Scheduler, without penalty.
  8. Enter the number of hours prior to an appointment that you cancel online without penalty in the Cancel online field.
  9. Select a Time Zone from the drop-down list (required).
  10. Enter the email address you want all Appointment notifications sent from in the Notification "from" email address text box. Since most Activity emails are for notification purposes only, it is recommended that you create an unmonitored, "noreply" email address at each Business Unit and include a statement/phrase accordingly when you create your email templates. This option is a required field to save the settings.
  11. Select the Use Employee Address for Reply-To check box to allow recipients to reply to the service provider's default email address found within their Employee profile rather than the notification "from" email address.
  12. Click the Save button.

At this point you will be returned to the Business Units page. Click the Close button. If you are in the process of configuring the Scheduler functionality, return to the Employee Profile.

Adding Scheduler Settings.

Description

The Description tab is where you enter a brief description of this Business Unit that will display on your Moso myClub site. (NOTE: This feature is currently NOT operational).

Adding a Description of the Business Unit.

A complete list of the Divisions within your Enterprise displays when you click the Modify Divisions link.

List of Divisions


A complete list of Business Units within your Enterprise displays when you click the Set Up/Modify Business Units link.

List of Business Units

Editing Divisions and Business Units

To edit a Division or Business Unit record, click in the record then click the Edit button or double-click in the specific record. You will immediately be in edit mode with the cursor in the Name field. Edit the necessary information and click the Save button.

Document Management

The Document Management area allows you to customize the folders found within Members and Organizations. Additionally, functions can be linked to folders to enable storage of documents within certain workflows.

To begin configuring the Document Management:

  1. From Enterprise Configuration click Set Up / Modify Folders
Document Mgmt Setup.png
  1. Create new folders and rename existing folders if needed.
  2. Check or uncheck the Active checkbox to make folders visible or hidden.
  3. Click Done when finished
Document Mgmt Setup2.png
  1. Click Set Up / Modify Folder – Function Mapping
  2. Double click the Folder area to the right of each folder to choose a folder to link a function to.
Document Mgmt Setup3.png

Functions

The available functions and their respective feature include:

  1. CorporatePaperwork – This automates the storage of Agreements within the selected folder for any Corporate Agreement for both members and Organizations.
  2. Suspensions – This will automate the storage of documents within the selected folder when activating the Upload Documents option within the Suspension Workflow.
  3. Cancels – This will automate the storage of documents within the selected folder when activating the Upload Documents option within the Cancellation Workflow.
  4. MemberAgreements – This will automate the storage of Agreements within the selected folder for members during each new agreement being created.

Note – Multiple functions can be linked to individual folders. But folders can only be linked to one function.

Next Step?

NEXT STEP: Staff Work Roles

Technical Information

Related Information

Enterprise & Business Unit Setup

Check-In & Activity Configuration
Client Account Configuration
Employee Configuration
Enterprise Configuration
Enterprise Security Configuration
Financial Configuration


General Configuration
Notification Configuration
Template Configuration
Statuses
Member Configuration
Organization Configuration


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |