Creating Branched Office Entities for Logistics

For call ups, some supplier may request that differing call ups go to differing email addresses (e.g. for varying tasks/deliveries carried out by one supplier). An example of this might be your measure/install items, where a measure is done via bookings@... and your install is done via an install@... address.

Setting up Branch Office Call ups

If there will be many branched entities created, disable the Head Office Entity where the Orders are sent to (the integrated entity), and create each individual area (e.g. if you have North/South/East/West for the same supplier, create these, but disable the overarching supplier first). If you only require one additional call up address, you do not need to disable the integrated entity, and may proceed to the next steps.

1. Create a New Entity in Framework for Each Branch Office as a Name Only

2. Add in a Call Up Email address

3. Add the Entity Role the Entity should be allocated on the Roles tab

Reallocating a Supplier on the Tablet

Supervisors can reallocate the Supplier from the Head Office Entity to the Branch Office Entity against the Logistics Activity on the Tablet. 

The Supplier Name will then turn Blue or Red and be available to Branch Office Supplier Connect Callups.