> For the complete documentation index, see [llms.txt](https://ezom.gitbook.io/ezom-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ezom.gitbook.io/ezom-docs/our-features/organisation-management/organisation-detail-information.md).

# Organisation Detail Information

Each Organisation Card Displays:

## Organisation Info

Click the arrow to expand and view all organisation details in JSON format.

<figure><img src="/files/YU1IMVflGvKLOKpt2DZd" alt=""><figcaption></figcaption></figure>

**What is JSON format ?**

JSON (JavaScript Object Notation) is a structured data format commonly used to store and exchange information

#### The expanded JSON view includes:

* Basic organisation information
* Store list
* Warehouse rates
* Shipping rates
* ...and more

***

#### Warehouse Rates

Defines cost structures for storage, handling, and warehouse services.

***

#### Shipping Rates

Defines delivery charges, shipment handling fees, and zone-based rates.

{% hint style="info" %}
**Tip:** If the JSON view feels overwhelming, you can skip it and move to the next section of the organisation card.
{% endhint %}

***

## Connected Service Providers

The Connected Service Providers section displays all service providers (warehouse accounts) that are linked to this organisation.

<figure><img src="/files/YZz3uVM9wSO6CPAD6uSG" alt="Connected Service Providers"><figcaption></figcaption></figure>

**What are Service Providers?**

Service providers are warehouse master accounts that manage logistics and warehouse operations for your organisation. An organisation can be connected to multiple service providers.

**Display Format:**

* Each service provider is shown as a tag/badge
* Multiple service providers are displayed in a row with automatic wrapping
* The list shows all active connections for the organisation

{% hint style="info" %}
**Note:** Service providers are configured by account managers when adding or managing client organisations.
{% endhint %}

***

## Account Balance

The Account Balance section displays the current financial standing of a user's account in AUD. It consists of available funds, total balance, on-hold amounts, and transaction functionality such as recharges, charges, and refunds…

<figure><img src="/files/dCUT3BBPBMxc9yduTE1x" alt=""><figcaption></figcaption></figure>

***

#### Balance Information

You can see overview information by click this icon:

<figure><img src="/files/Qf2Oza6EGdKWG9R2eDTK" alt=""><figcaption></figcaption></figure>

| Field                 | Description                                                        |
| --------------------- | ------------------------------------------------------------------ |
| **Available Balance** | The total amount the user can currently use.                       |
| **Total Balance**     | Sum of available and on-hold balances.                             |
| **OnHold Balance**    | Amount temporarily held due to pending transactions or processing. |

***

#### Create Transaction

Users can manually create a transaction with the following steps:

1️⃣ Click on **Create transaction** button

<figure><img src="/files/pEOsdg9NyvM0NrGBkmUa" alt=""><figcaption></figcaption></figure>

2️⃣ A new modal will open. In this modal:

<figure><img src="/files/55wjEbxs3Ilr3wDT6P2T" alt=""><figcaption></figcaption></figure>

#### Column’s meaning

| Field      | Type     | Description                                      |
| ---------- | -------- | ------------------------------------------------ |
| **Type**   | Dropdown | `charge`, `open`, `recharge`, `refund`           |
| **Amount** | Number   | Value of the transaction in AUD.                 |
| **Remark** | Text     | Additional notes or context for the transaction. |

{% hint style="info" %}
Click outside to close modal
{% endhint %}

***

#### Transaction History

The **Transaction History** section provides a log of all transactions associated with the account.

**How to Access?**

1️⃣ In the organisation card detail, click the View history button.

<figure><img src="/files/gOa1txXE8REy8qaSTdd9" alt=""><figcaption></figcaption></figure>

2️⃣ A modal will appear, displaying the full transaction list for the account.

**Available Filters**

Within the modal, users can filter transactions by:

* Date range
* Transaction type: `open`, `recharge`, `refund`, `charge`

You can also use the search bar to look up transactions by:

* Transaction ID
* Consignment number
* Remark

<figure><img src="/files/xztDajPSQeaRvbOoNgzo" alt=""><figcaption></figcaption></figure>

#### Column’s meaning

| Column              | Description                                 |
| ------------------- | ------------------------------------------- |
| **ID**              | Unique transaction ID                       |
| **Consignment No.** | Reference number if linked to a consignment |
| **Type**            | Transaction type (e.g., charge, refund)     |
| **Amount**          | Amount in AUD                               |
| **Created Time**    | Timestamp of transaction                    |
| **Remark**          | Notes or system-generated description       |
| **Status**          | Current state (e.g., instantly completed)   |
| **User ID**         | Associated user performing the transaction  |

#### Available Filters

Within the modal, users can filter transactions by:

* **Date range**
* **Transaction type**: `open`, `recharge`, `refund`, `charge`

You can also use the search bar to look up transactions by:

* **Transaction ID**
* **Consignment number**
* **Remark**

{% hint style="info" %}
You can also export current table data to .csv file by clicking ***Export all to CSV*** button
{% endhint %}

***

## Xero Invoices

The Xero Invoices section allows you to view and download invoices for your organisation directly from Xero.

#### Connecting to Xero

If your organisation has not yet connected to Xero, the section will display a **Connect to Xero** button.

<figure><img src="/files/9tFz9nU64JbcaOhiq4eB" alt=""><figcaption></figcaption></figure>

**How to connect:**

1️⃣ Click **Connect to Xero**.

2️⃣ Sign in with your Xero account.

<figure><img src="/files/lMm7IZztreMe7qpfe1mj" alt=""><figcaption></figcaption></figure>

3️⃣ Authorise EzOM to access your invoices and bills.

<figure><img src="/files/pqhJwZnboth0JGViJNdP" alt=""><figcaption></figcaption></figure>

#### Viewing Invoices

Once connected, the invoices table will appear, displaying your available invoices for the selected year.

**Table Columns:**

| Column     | Description                                  |
| ---------- | -------------------------------------------- |
| **#**      | Invoice order number for the displayed year. |
| **Date**   | Month and year of the invoice.               |
| **Action** | Print icon to download or view the invoice.  |

#### Actions Available

* **Select Year** – Use the dropdown to choose which year’s invoices to display.

<figure><img src="/files/0Yh0penIBt2w8xIocR8f" alt=""><figcaption></figcaption></figure>

* Print/Download Invoice – Click the printer icon next to each invoice to view or download the document.

<figure><img src="/files/92ve3UR540X4h4Z4yYfg" alt=""><figcaption></figcaption></figure>

#### How to disconnect Xero?

You can disconnect Xero by click on **Disconnect Xero** button, follow this link: <https://ezom.app/a/account-balance>

<figure><img src="/files/ubuu83mkqE5dDnCkuo82" alt=""><figcaption></figcaption></figure>

***

#### Notes

* Only invoices linked to the connected Xero account will be shown.
* Invoice availability depends on your Xero plan and data sync schedule.
* Disconnecting from Xero will hide the invoice table until reconnected.

***

## Monthly Fee

The Monthly Fee section allows account managers to configure and manage monthly subscription charges for organisations.

<figure><img src="/files/532Pn8IlN4tsl9m5wH8n" alt="Monthly Fee Configuration"><figcaption></figcaption></figure>

#### Configuration Fields

| Field                  | Description                                                      |
| ---------------------- | ---------------------------------------------------------------- |
| **Monthly Fee Amount** | The amount to be charged monthly (in AUD)                        |
| **Next Charge Date**   | The date when the next monthly fee will be automatically charged |

#### Available Actions

**Update Monthly Fee**

1️⃣ Enter the desired monthly fee amount in the input field

2️⃣ Click the **Update Monthly Fee** button to save changes

<figure><img src="/files/bg30xMHXodVHiMSoxfFX" alt="Update Monthly Fee"><figcaption></figcaption></figure>

{% hint style="info" %}
The monthly fee amount must be a positive number. The system will validate your input before saving.
{% endhint %}

**Process Fee Now**

If you need to charge the monthly fee immediately instead of waiting for the scheduled date:

1️⃣ Click the **Process Fee Now** button

2️⃣ Confirm the action in the dialog that appears

<figure><img src="/files/4VilzO3iuK5oQAuVi2mM" alt="Process Fee Now"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Important:** You must set a monthly fee amount before processing the fee immediately. If no amount is configured, you'll receive an error message.
{% endhint %}

#### How Monthly Fees Work

* Monthly fees are **automatically charged** on the scheduled date
* The charge is **deducted from the organisation's account balance**
* After processing, the **next charge date** is automatically updated to one month later
* All monthly fee transactions are recorded in the **Transaction History**

#### Transaction Record

When a monthly fee is processed (automatically or manually), it creates a transaction record with:

* **Type**: `charge`
* **Amount**: The configured monthly fee amount
* **Remark**: Details about the monthly fee charge
* **Status**: `instantly completed`

You can view all monthly fee charges in the Transaction History section.

***

## Warehouse Rates

The Warehouse Rates section allows you to manage pricing structures for warehouse services provided to the organisation.

<figure><img src="/files/wochRXqnLkjlspnl9jWc" alt="Warehouse Rates"><figcaption></figcaption></figure>

### Available Actions

**Add New Warehouse Rate**

1️⃣ Click the **plus (+) icon** in the Warehouse Rates section header

2️⃣ Fill in the rate details in the form that appears

3️⃣ Save the new rate configuration

<figure><img src="/files/VmyvxeVajyMZPJAd1vQq" alt="Add Warehouse Rate"><figcaption></figcaption></figure>

**Upload Warehouse Rates**

You can bulk upload warehouse rates using a file:

1️⃣ Click the **upload** button

2️⃣ Select your rates file (typically CSV or Excel format)

3️⃣ Review and confirm the upload

<figure><img src="/files/BAf1BidfcVY4gSy162KM" alt="Upload Warehouse Rates"><figcaption></figcaption></figure>

**Delete Warehouse Rates**

Individual warehouse rates can be deleted when they're no longer needed:

1️⃣ Locate the rate you want to remove

2️⃣ Click the **delete icon** for that rate

3️⃣ Confirm the deletion

<figure><img src="/files/CE0Ho76aT9rd9x4H9Lxx" alt="Delete Warehouse Rate"><figcaption></figcaption></figure>

{% hint style="info" %}
Warehouse rates define costs for storage, handling, and other warehouse services specific to this organisation and the selected warehouse account.
{% endhint %}

***

## Shipping Rates

The Shipping Rates section manages delivery charges and shipping configurations for the organisation.

<figure><img src="/files/nnDrsOLOBM8i3tRsVXjf" alt="Shipping Rates"><figcaption></figcaption></figure>

### Available Actions

**Add New Shipping Rate**

1️⃣ Click the **plus (+) icon** in the Shipping Rates section header

2️⃣ Configure the shipping rate details:

* Zone-based rates
* Delivery charges
* Shipment handling fees

3️⃣ Save the configuration

<figure><img src="/files/VmyvxeVajyMZPJAd1vQq" alt="Add Shipping Rate"><figcaption></figcaption></figure>

**Upload Shipping Rates**

Bulk upload shipping rates for efficiency:

1️⃣ Click the **upload** button

2️⃣ Select your shipping rates file

3️⃣ Confirm the upload after reviewing the data

<figure><img src="/files/BAf1BidfcVY4gSy162KM" alt="Upload Shipping Rates"><figcaption></figcaption></figure>

**Delete Shipping Rates**

Remove outdated or incorrect shipping rates:

1️⃣ Find the rate to delete

2️⃣ Click the **delete icon**

3️⃣ Confirm the deletion when prompted

<figure><img src="/files/Su4zApUnBpWnjcTZLYCq" alt="Delete Shipping Rate"><figcaption></figcaption></figure>

{% hint style="info" %}
Shipping rates determine the cost of deliveries based on various factors such as destination zones, package size, weight, and delivery speed.
{% endhint %}

***

## Organisation Management Best Practices

### For Account Managers

1. **Regular Rate Reviews**: Periodically review and update warehouse and shipping rates to ensure they reflect current market conditions
2. **Monthly Fee Monitoring**: Set up monthly fees appropriately and monitor the next charge dates to ensure smooth billing
3. **Balance Management**: Keep track of organisation balances and set up recharges before balances run too low
4. **Service Provider Connections**: Ensure organisations are connected to the appropriate service providers for their needs
5. **Transaction Tracking**: Regularly review transaction history to identify any issues or unusual patterns