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Office

Q1. How do I view the list of offices?​

  1. Navigate to "Offices" under the "Masters" section.
  2. The offices list will be displayed showing all registered offices along with their details such as Name, Address, City, State, and Country.
  3. You can also use the search bar to find a specific office by name, address, city, or other details.

Q2. How do I add a new office?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the "+" button located at the top-right of the offices page.
  3. In the "Add Office" form, fill in the following details:
    • Office Name: Enter the name of the office.
    • Address: Select the city and provide the address.
    • Pin Code: Enter the appropriate pin code for the office location.
    • You can search for the location using the map and pin the address.
  4. Click Save to add the new office.

Q3. How do I edit an existing office?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. From the offices list, click the edit icon (pencil) next to the office you want to edit.
  3. The "Edit Office" form will open with the current details of the office.
  4. Make any required changes such as updating the office name, address, or pin code.
  5. Once the changes are made, click Save to update the office details.

Q4. How do I delete an office?​

  1. Navigate to "Offices" under the "Masters" section.
  2. In the offices list, click the delete icon (trash can) next to the office you want to remove.
  3. Confirm the deletion when prompted to permanently delete the office record.

Q5. How do I search for an office?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Use the search bar at the top of the offices list.
  3. Select office name, city, state, or country and enter name, city, state, or country.
  4. The list will filter based on the search query, showing the relevant office(s).

Q6. Can I filter the offices list by name, city, or country?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the filter icon next to the search bar.
  3. Select the field you want to filter by, such as Office Name, Office City, Office Address, etc.
  4. Apply the filter to narrow down the list to specific criteria.

Q7. How do I upload office data in bulk?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the three dots menu (next to the "+" button).
  3. Select Upload from the dropdown.
  4. Upload your bulk data file (e.g., Excel or CSV) that contains the office details.
  5. After uploading, verify the data and click Save to add the offices.

Q8. How do I download the office list?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the three dots menu next to the "+" button.
  3. Select Download from the dropdown.
  4. The office list will be downloaded in the selected format.

Q9. How do I customize the office list view?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the three dots menu next to the "+" button.
  3. Select Customise from the dropdown.
  4. You will be able to add group and fields.
  5. Save your customization to modify the displayed columns.

Q10. How do I navigate between different pages in the office list?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. At the bottom of the office list, use the pagination controls to navigate through multiple pages.
  3. You can view 40 rows per page and use the Next and Previous buttons to move between pages.
  4. Click on a specific page number to jump directly to that page.

Q11. How do I filter offices based on state or country?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click on the filter icon next to the search bar.
  3. Select Office State or Office Country as the filter criteria.
  4. Apply the filter to view only offices from the selected state or country.

Q12. How do I modify an office address?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click the edit icon next to the office name in the list.
  3. Update the Address field with the new office address.
  4. Click Save to apply the changes.

Q13. Can I view the audit log of office changes?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Navigate to the office profile.
  3. Click on Audit Log at the bottom of the office details page.
  4. View the logs to track changes made to the office details and who made them.

Q14. How do I assign a different pin code to an office?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Open the office details by clicking the edit icon.
  3. In the "Add Office" form, change the Pin Code field to the correct code.
  4. Click Save to update the office pin code.

Q15. How do I update the city of an office?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Click the edit icon next to the office in the list.
  3. Update the City field with the correct city name.
  4. Click Save to apply the changes.

Q16. How do I ensure the accuracy of office locations on the map?​

Steps:

  1. In the "Add Office" or "Edit Office" form, ensure the location is correctly placed on the map.
  2. If needed, adjust the pin by searching for the address and confirming the map shows the correct spot.

Q17. How do I delete an office from the system?​

Steps:

  1. Navigate to "Offices" under the "Masters" section.
  2. Go to the "Offices" module.
  3. Click the delete icon next to the office you wish to remove.
  4. Confirm the deletion when prompted.

Q18. How do I view all available offices in the system?​

Steps:

  1. Navigate to the "Offices" section in the "Operations" menu.
  2. The list will show all the offices that are available in the system.

Q19. How are offices linked to companies in the system?​

Each Company (like “Premium Rental Carz” or “Logic Tours”) can have multiple offices/branches configured under it.

  • Example: Main Branch, Navi Mumbai, WB (Kolkata), Head Office, etc.

In the Company master, you select the default or primary office from this dropdown.

  • This defines which office is associated when that company’s records are used (for invoices, GST, or trip creation).

When you select the Office in the Company form:

  • It links this company to that office record using an office_id in the backend.
  • The system uses this link to pick GST details, address, and location context for bookings and invoices.