Different ways to use Branches for access/visibility
In the previous article, we learned about how to set up your Branches/Dispatch center, in this module we will understand the different ways you can setup Branches to manage access/visibility.
1- How to set default Branch?
2- How to manage access/visibility for bookings created under a Branch?
1- How to set default Branch for customer and employee?
A) Default Branch for Customer-
Go to Masters - Customer - click on customer name - EDIT - under Branches select the Branch that will be default while creating bookings
B) Default Branch for Employee-
Go to Masters- Employees - click on Employee name - under Account Access/Visibility - under Branches select the default branch - save
C) Default Branch for Vehicle/Driver-
For Driver: Got to Masters - My Drivers - click on the driver name - under Branches select Branch - save
For Vehicle: Go to Masters - My Vehicles - click on the vehicle entry - under Branches select the Branch - save
D) Default Branch for supplier:
Go to Masters - Suppliers - click on the supplier name and select EDIT - under Branches select the Branch the supplier should be visible under for allotment - Save
2- How to manage access/visibility based on default Branch set?
To manage access/visibility first provide your employees with their own limited permissions, please refer to the article: Understanding Employee permissions and profiles
A) Booking level:
Once a booking is created for a specific customer under a Branch, the booking will be visible to the employee who has the same branch set.
Example: Organic India has Bandra Dispatch Center set up, Employee Krishna also has the same Branch as default. Krishna will be able to view and manage bookings based on the permission provided.
Note: If a City of Operations has been set in Branches, bookings can still be created for a different city.
B) Manage allotment:
In the above module, we learned how to set a default Branch for Vehicles and Drivers. Based on the default Branch set, employees will be able to manage allotments.
Click on the duty - select Allot - based on the Branch setup at booking level you will be able to view all Vehicles and Drivers with the same branch. In case if you would like to allot duty with a vehicle or driver of a difference branch, you can always enter the branch name and view the vehicle or driver under those.
Note: If a Branch is selected which is also set as default for a supplier, during allotment once you select ‘My Supplier’ only those suppliers will be visible.
If the employee and booking branch are different from vehicle or driver branch the employee will be able to view the allotment information.
Example here employee Krishna belongs to Bandra Dispatch center and driver Jignesh belongs to Borivali Office which are 2 different branches. When employee Krishna view the booking she will be able to view driver Jignesh and allotment information.
Note: Setting up Branches as default for customers, suppliers, and employees also allows your employees to easily view duties or booking data associated with the Branch they have access to.
Note: If an employee is assigned to a specific branch, they will only see drivers/supplier who are either:
- Assigned to the same branch
- Not assigned to any default branch
These are the different ways to use Branches for access/visibility.
Was this Helpful?
- Visit Our Website
- Our Policies