The Operating Unit master setting allows you to define the distinct business divisions or branches within your organization. By establishing these units, you can segregate data, manage location-specific workflows, and ensure that shipments, vehicles, and personnel are assigned to the correct regional or functional branch.

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Steps to Manage Operating Units

1. Navigate to System Settings Click on the System Settings icon in the left-hand navigation bar. Under the Masters section, select Operating Unit. [PLACEHOLDER: Insert image]

2. Add a New Operating Unit Click the + Operating Unit button in the top left corner to open the configuration window.

3. Enter Unit Details Input the Operating Unit Name (required) and a brief Description of the branch's role or location. [PLACEHOLDER: Insert image] [USE CASE: An international logistics provider creates separate units for "Dubai Logistics Hub" and "Abu Dhabi Distribution Center" to track regional performance independently.]

4. Set Status Ensure the Status toggle is set to Active. This makes the unit available for selection across other modules, such as Shipment creation or Driver assignment.

5. Save the Configuration Click the Save button in the top right corner. The new unit will now appear in your master list.

Notes / Best Practices

• Organizational Hierarchy: Operating Units typically represent the highest level of geographical or functional division in the DMS. Ensure names are unique and easily recognizable.

• Data Segregation: Assigning records to specific Operating Units allows for more granular reporting when using the DMS Dashboard or Reports modules.

• Deactivating Units: If a branch closes, switch the status to "Inactive" rather than deleting it. This preserves the historical data and audit trails associated with that unit.

• User Permissions: In more advanced setups, access to specific documents or shipments can be restricted based on the user's assigned Operating Unit.

Related Articles

• [LINK: Next Help Article → Setting Up Company Profiles]

• [LINK: Next Help Article → Managing User Roles and Branch Permissions]