Organization Switching

Make sure you are a member of the company you intend to select.

1. 1
   Use the organization switcher to select the company you intend to work in.
2. 2
   Reopen the relevant list or document.
3. 3
   Check the company name before creating or editing any record.
4. 4
   Open a familiar record and confirm its company context after switching.
5. 5
   Check the organization name again before saving a new transaction.

A switch changes the records you can see; it does not move records between companies.

Products, warehouses, documents, and reports belong to the selected company.

WARNING: Do not copy identifiers or balances from one organization into another without an approved migration process.

Ask that company's administrator to confirm your membership; do not enter its data under another organization.