Managing divisions and locations in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module

Your company or organization is represented in the system by the "enterprise" name at the topmost level. The enterprise can be subdivided into "divisions", which may correspond to business units within your organization. Each division can then be further subdivided into "locations". These create a hierarchy of organizational locations

• Enterprise
  • Division
    • Location

Divisions and locations allow you to:

• Assign users to a specific location
• Give users permission to perform admin tasks for specific divisions or locations
• Assign different carrier accounts to certain divisions or locations
• Allow cost accounts to be used by only specified divisions or locations
• View reporting data for individual divisions or locations (requires Analytics subscription)
• Give users permission to view reporting data for specific divisions or locations (requires Analytics subscription)

In this article:

• Adding a division
• Editing a division
• Deleting a division
• Adding a location
• Editing a location
• Deleting a location
• Exporting divisions and locations
• Importing locations
• Importing locations automatically on a schedule

Adding a division

1. Select Settings > Divisions & Locations.
2. Select Add Division.
3. Enter the Division Name.
4. If you want to enter your own Division ID, select Custom Division ID and enter it in the field provided. If you do not enter a Division ID, the system will generate one.
5. Select Save and Close or Save and Add Another.

Editing a division

You can change the name of a division if needed.

1. Select Settings > Divisions & Locations.
2. Select the Edit Division icon next to the division you wish to edit.
   
3. Make the needed change and select Save and Close.

Deleting a division

If you no longer need a division, you can delete it.

1. Select Settings > Divisions & Locations.
2. Select the Delete Division icon next to the division you wish to delete.
   
3. Select Delete to confirm.

Adding a location

1. Select Settings > Divisions & Locations.
2. Select Add Location, or select the + icon next to the division under which you want this location.
   
3. Enter the location information.
   • Division, Name, Company, Address Line 1, ZIP Code, City / Town / Area, and State / Province / Region are required.
   • If you do not fill in the Customer Location ID, the system will automatically generate an ID.
   • By default, the return address for this location will be the address you entered. To specify a different return address, uncheck Use same address for returns.
4. Select Save Location.

Editing a location

You can change the name of a location if needed.

1. Select Settings > Divisions & Locations.
2. Select the Edit Location icon next to the location you wish to edit.
   
3. Make the needed change and select Save and Close.

Deleting a location

If you no longer need a location, you can delete it.

1. Select Settings > Divisions & Locations.
2. Select the arrow next to the division that contains the location you wish to delete.
   
3. Select the Delete Location icon next to the location you wish to delete.
   
4. Select Delete to confirm.

Exporting divisions and locations

You can export your divisions and locations in CSV format.

1. Select Settings > Divisions & Locations.
2. Select Export.
3. If prompted by your browser, select where to save the file.

Importing locations

You can import locations using a CSV template that you can download.

1. Select Settings > Divisions & Locations.
2. Select Import. If a menu appears, select Manual Import.
3. Select Download a .csv template to download a template that you can use to prepare your information for import.
4. Once your CSV file has been created, select Choose File and select your file.
5. Select Continue.
6. In the Import Locations window, match your CSV file fields in the Your CSV Fields column with the fields in the Location Fields column.
7. Select Import.

Importing locations automatically on a schedule

Enterprise administrators can import shared locations into the system automatically on a fixed schedule from an SFTP server.

1. Select Settings > Divisions & Locations.
2. Select Import > Automatic Import.
3. Select Download a .csv template.
4. Make sure that the format of your locations file matches the format of the template file.
   Important: The data columns must be in the same order as in the template.
5. Select the Text Delimiter that is used in your file.
6. Enter the File Path and SFTP Server URL.
7. Select the Authentication Option you wish to use.
   • If you selected Password, enter the SFTP Username and Password.
   • If you selected SSH Keys (PEM Format), enter the Username, then select Choose File and upload your SSH Key file in PEM format.
8. Select the Test Access button to test the connection.
9. If you want to use PGP encryption when transferring your files:
   1. Select Enable PGP Encryption.
   2. Check Enable PGP Encryption.
   3. Select Download PGP Encryption Key to download the key.
   4. Use the key to encrypt your file.
   5. Place your file on the SFTP server.
10. Select Notifications.
11. Enter the email address(es) you want to be notified if the import fails.
12. Select Schedule.
13. Select the Days and Time you wish the import to occur.
14. Select Continue.
15. In the Configure Automatic Import window, match your CSV file fields in the Your CSV Fields column with the PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module fields in the Location Fields column, then select Save Configuration.
16. Select Import.

To view past automatic imports, go to the Automatic Import List tab and select History.

To view or change saved configurations, go to the Automatic Import List tab and select Configurations.

Related topics

• Setting up Delivery Locations (Inbound Site Framework for PitneyTrack)

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.