Company setup

Setupbranchesanddepots

Create operating locations so dispatchers can plan work by branch, date, and depot.

Goal

Explain how branches and depots structure delivery operations.

Who it is for

Company admins and operations managers.

Expected result

Dispatchers can filter and plan work by branch and use depots in route planning.

Prerequisites

Company access
Branch addresses
Depot locations

Steps

01

Create branches

Use branches to separate operating locations, dispatch teams, and branch/date planning views.

02

Create depots

Add depot locations that can be used as optional start or end points in route optimization.

03

Use branches in dispatch

Filter distributions and monitoring by branch so dispatchers see the right operating context.

Field definitions

Branch name
Branch address
Depot name
Depot coordinates
Branch/date filter

Troubleshooting

Branch does not appear in filters.

Depot coordinates are missing or incorrect.

User does not have access to the branch.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final docs pass.

docs-branches-list.png

Branches settings list.

docs-branch-dialog.png

Add or edit branch dialog.

docs-depots-list.png

Depots settings list.

docs-depot-dialog-map.png

Depot dialog with location fields.

docs-dispatch-branch-date-filter.png

Branch and date filter in distributions.

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