Organizations are outside groups that visit your venue, or groups that hold Events at your venue. Organizations are organized into Organization Categories.


Once you've entered an Organization into the system, you can set up Organization Discounts, create Orders or Order Requests, and use Organizations for Reporting. When Organizations buy tickets or visit, you can record the information.


Keeping all your Organization information in the Back Office can also be useful, as it can help you keep track of contacts, payment policies, and other information.


Note: As you add individual Organizations to the ACME Back Office, it's important to think about what Organization Categories they will be part of.


Discounts, for example, work by being associated with Organization Categories, not individual Organizations. Reporting, too, often happens through Organization Categories.


In fact, Organization Categories are so important that you cannot add an Organization unless you have at least one Organization Category created.


Adding an Organization


Adding an Organization to the Back Office is easy. You can also edit information later, if your primary contact changes, or if you modify the way you bill the organization.


Before you add an Organization, you will need to have at least one Organization Category created. If you haven't configured Organization Categories yet, you can create a generic Category, then change an Organization's record when you have more Categories in place.


  1. Log in to the ACME Back Office.
  2. Click on "Organizations" in the left navigation panel.
  3. Select "Organizations List" from the expanded Events menu.
  4. Click "Create Organization" in the upper right corner of the screen.
  5. In the "Create Organization" page, enter:
    • Name
    • Organization Category (Account Category): if you have Organization Categories set up (see here), enter the relevant Category here. You can always come back and edit this later.
    • Address
    • Phone
    • URL (optional)
  6. Below this you will enter the information for your Primary Contact at the Organization:
    • Name
    • Email
    • Phone Number
    • Address: if the address for the Primary Contact is the same as the address for the Organization, click "Same as organization address" next to "Primary Contact Address".
  7. Enter information about Payment
    • Payment Policy: Decide if you want the Organization to have to pay in full when it makes an Order, or if it can pay later (deferred payment).  

      Note: ACME recommends you set all organizations to Deferred to give you flexibility when you're creating orders.

  8. Click "Create".


You will be brought to the "Edit Organization" page. Your Organization is now created!


Editing Organization Information


Often you will want to add information to an Organization's record. Your contact(s) may change, the organization may add locations, or you may want to change the Organization's Category.


Right after you create an Organization, you will be brought to the "Edit Organization" page. If the Organization already exists in ACME:

  1. Log in to the ACME Back Office.
  2. Click on "Organizations" in the left navigation panel.
  3. Select "Organizations List" from the expanded Events menu.
  4. Click "View" next to the Organization you'd like to edit, or double-click its name. You can also search for Organizations in the "Filter by organization or contact" box, where you can enter the Organization's name, or the first or last name of any Contacts (Primary or Secondary).
  5. Click "Edit Organization" in the upper right.


Once here, you can add or edit information to the Organization's record.

  • You can change the Organization's Name, Address, Phone, Email, or Organization Category.
  • If you'd like to add another address (if the Organization has more than one address), click "+New Address". In the window that pops up, enter the new address. You can also make this address the Primary Address.
  • You can edit all the information for your Primary Contact.
  • If you'd like to add other contacts, click "+Add Contact" under "Secondary Contacts". In the window that pops up, enter the information for the secondary contact. If that person has a different address, click "+New Address" to add it.
  • You can change the Payment Policy.
  • You can add Notes to the record


Click "Update" to confirm your changes.


You're all done! If you haven't set up Organization Categories, you can do so now. You can also set up Organization Discounts, or make Order Requests.