Manage Organizations

Manufacturer

Manufacturer (Itself)

Have the management rights over all resources

Branch

Manufacturer

Directly manage the Order Creation/Inspection and Route Plan optimization processes of the subordinate Depots

Depot

Branch

The Depots where the products are stored
There are three Depot types:
Internal Depot: Depots directly managed by your organizations
Customer Depot: Depots managed by your organization's customers
Supplier Depot: Depots managed by your organization's suppliers
Read more about the Depot type at the following section: Special notes when creating Depots

Transporter

Branch

Provide Transport Services to deliver the products between the Depots

Parent Organization (Web form); Parent Organization Code (Excel template) (Required)

1. Description:
The direct upper-level Organization of the Organization being created
2. Input rules:
Web form:
Click on this field. Select the appropriate upper-level Organization from the drop-down menu. Alternatively, you can input the Organization Name/Organization Code of the wanted Organization into the search bar to quickly filter it out
Excel file:
Copy the Organization Code of the upper-level Organization of the Organization being created from the Web app, then paste it into this cell
The Organization Name and Organization Code can be found under the "Organization Name" and "Organization Code" columns in the "Organizations > Organization List" tab

Organization Code
(Web form + Excel template)
(Required)

1. Description:
Organization Code assigned to the organization being created
2. Input rules:
Format: Must not contain spaces
For example: "Org 01" is not acceptable; "Org_01" is acceptable
Note:
When you use the Web form, the organization code will automatically be capitalized
For example: If you input "Sample_Organization_Code", it will automatically be converted into "SAMPLE_ORGANIZATION_CODE"
This code is case sensitive
For example: "Sample_Organization_Code" is different than "SAMPLE_ORGANIZATION_CODE". Please pay attention when copying the code

Organization Name
(Web form + Excel template)
(Required)

1. Description:
Name of the organization being created
2. Input rules:
Format: Free-form

Organization Category (Web form); Organization Category Code (Excel template)
(Required)

1. Description:
Organization Type of the organization being created
2. Input rules:
Web form:
Click on the field and choose the appropriate Organization Type from the drop down menu
Excel template:
Input one of the following values into the cell to specify the organization type of the organization being created (Note: Input all letters in uppercase format): BRANCH; DEPOT; TRANSPORTER

Depot Type
(Web form)
(Required for organizations of Depot type)

This information field will only be visible if the Organization Type value is Depot
1. Description:
Specify the Depot Type of the Depot being created
There are three types:

• Internal Depot*: Your Organization owns the Depot being created
• Customer Depot: Your Organization's Customers own the Depot being created
• *Supplier Depot: Your Organization's Suppliers own the Depot being created
2. Input rules:**
  Click on this field. Select the appropriate value from the drop-down list

Latitude, Longitude
(Web form + Excel template)
(Required)

This information field is very important for organizations of Depot and Transporter types. They will be used during the Route Plan Optimization process
1. Description:
Coordinate information of the organization being created
2. Input rules:
Format: Decimal Degrees
For example: 41.40338 and 2.17403
Read the following article for instruction: Get coordinate information of places

Open Time; Close Time
(Web form + Excel template)
(Required for organizations of Depot type)

This information field is very important for organizations of Depot and Transporter types. They will be used during the Route Plan Optimization process
1. Description:
The regular time of day at which the organization being created officially starts working and closes
2. Input rules:
Format: HH:mm (24 hour format)
For example: The organization being created regularly starts working at 8:30 A.M and closes at 5:30 P.M everyday. You need to input the following values in the Open Time and Close Time fields/cells respectively: 08:30 and 17:30

Phone Number
(Web form + Excel template)
(Required)

1. Description:
Phone contact of the organization being created
2. Input rules:
Format: Numbers only. Must not contain spaces
For example: "090 181 0800" or "090.181.0800" is not acceptable; "0901810800" is acceptable

Address
(Web form + Excel template)
(Required)

1. Description:
Official address where the organization being created is located
2. Input rules:
Format: Free-form

Supplier's Depot (Web form); Supplier Depot (Excel template)
(Required for organizations of Depot type)

1. Description:
Specify whether the Depot being created belongs to the supplier or not
In this model, the warehousemen of Supplier's Depots will not perform any task on Mobile app. Specify a Depot as Supplier's Depot will stop the Web app from creating tasks on the Mobile app of that Depot's warehousemen
2. Input rules:
Web form:
If the Depot being created belongs to the supplier, click on the corresponding radio box
Excel template:
If the Depot being created belongs to the supplier, input the following value into this cell: TRUE
If the Depot being created doesn't belongs to the supplier, leave this cell blank

2. Input rules:
Click on this link