Offices Overview

Use the Offices module to set up your company's offices and departments. Each office record can have its own set of departments, team members, traffic managers, inventory bins and report branding.

Overview

The top section holds the various addressing for the individual office. For example, you can show the physical address for your company's location and use a different address to receive payments.

The tabs in the lower section give you the ability to create departments and assign traffic managers, view assigned team members, create inventory bins and upload report branding specific to the location.

Offices.png

 

To create an Office record

  1. Navigate from the main menu: Internal > Offices.
  2. Click New in the menu bar to open a new record.
  3. Fill in the required fields and then click Save.

For information related to each tab, click the links below.

Departments

Team Members

Inventory Bins

Report Branding

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