To create an object in Mendato, follow these steps:
1. Go to Master Data:
In the main menu, open Master Data.
2. Select Objects:
In the submenu, click Objects to display a list of all existing objects.
Alternatively, you can open the customer. There, all of the customer's objects are displayed and managed.
3. Create a New Object:
On the right-hand side you will find the Create Object button. Click it to open the form for creating a new object.
4. Enter Object Data:
Fill in the fields with the relevant information:
Customer Name & Object Name: Select the customer the object belongs to and enter a name for the object (e.g. "Main Office" or "Warehouse").
Object Type: Optionally, you can assign an object type (object category, e.g. "Office Building" or "School") to the object. It is used for categorization and enables different performance values in room planning. → Create Object Types and Assign Them to Objects
Address: Enter the exact address of the object (street, house number, postal code, city, country).
Object Radius: Anything that takes place outside of it is marked with a yellow warning triangle in time tracking.
Additional Details: You can add further information such as a contact person, additional address lines and a different billing address if needed.
Cost Center: Optionally, you can store a cost center for the object. It is included in the export to DATEV and thus helps you assign the object to the correct cost center in your accounting.
5. Save:
Once you have entered all the necessary data, click Save to create the object.
6. Additional Information (Optional):
After these steps, the object is assigned to the corresponding customer and can be used for orders, operations, and time records. The object number is assigned automatically by the system and cannot be changed afterwards.