Managing divisions and locations in ShipAccel

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

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

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.
3. Select the Division for this location.
4. Enter the location information.
   Note that the Customer Location ID field is optional. If you do not fill it in, the system will automatically generate an ID.
5. 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. Expand 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

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.

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.