Creating an Office

Creating an office is a straightforward process. by following the steps highlighted below, you will be able to add an office to your Agency company in no time at all.

Firstly, click on Companies which can be found on the sidebar under the Customers tab, as seen below:

You then want to select your Agency company from the list. You can use the search to filter the company list. Note that this will have the Type as Shipping Agency:

Next, scroll down the page until you find the section Offices. On the right side of your screen you will see a + symbol. Simply click this to show the office details form. Enter the details of your office such as Name, Address and Billing Code, then click the Save button, and you're done!

One of the key features of a3 is the ability to save and use information that is already available within the system, moving away from older systems where double and even triple entry of data was the norm. As soon as you have input the details once, it will be available to you and will pull through to a number of places. The address will pull into PDA's and/or documents on appointments led by the office that you create, and the Office Billing Code will appear in appointment references if your a3 is set up for office specific appointment references.