Manage Company Facilities

The Company Facilities section lets you manage details about your company's locations, such as plants, depots, warehouses, and regional distribution centers (RDCs).

Open Company Facilities

From the Master Data dashboard, click Company facilities.

See the "Master Data Information: Key Details for All Submodules" section for important information about adding facilities and ERP integration.

View the Company Facilities List

The Company Facilities page displays a list of existing facilities in a table. The table shows:

REFERENCE ID: A unique ID for each facility.
FACILITY NAME: The name of the facility.
FACILITY TYPE: The type of facility (e.g., Warehouse, RDC, Depot, Plant).
CITY: The city where the facility is located.
STATE: The state where the facility is located.
CONTACT DETAILS: Basic contact information. Some details might be partially hidden for privacy.

Searching for a Facility

Search for a Facility:

In the "Search by Reference ID or Facility name" box, enter part of the ID or name.
The list updates automatically to show matching results.

Filter by Facility Type:

Click the Facility Type dropdown.
Select a facility type:
- Plant
  A manufacturing unit or production facility where goods are produced or processed.
- Depot
  A storage or distribution center primarily used for stocking and dispatching goods.
- Warehouse
  A storage facility for goods, often used for inventory management.
- RDC (Regional Distribution Center)
  A specialized facility serving as a hub for distributing goods to different regions.

3. The list filters to show only that type.

Creating New Company Facility

The Create Facility screen allows users to input the necessary details for creating a new facility within the TMS platform.

To create a new facility, follow the below steps:

1. Click .

2. Fill out the form with the facility's details (name, address, contact information, etc.). The form is divided into four main sections: Basic Details, Address Details, Operating details, Other details.

In Basic Details, provide key identifiers and characteristics for the facility.
In Address Details, provide the address of the facility.

In Operating Details, define the operating hours and working days for the facility.

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Note: To learn about the fields and description, refer to the section Creating a new facility in the Customer Facilities documentation.

3. Click Save.

4. You will get the pop up message confirmation for the newly created facility, and this facility will appear at the top of all facilities.

Upload Multiple Facilities

The Facility Upload feature allows you to add multiple facilities at once using a bulk upload process. You can create more than one facility at once.

To add bulk facilities, follow the below steps:

Navigate to the .
Download the Template
1. Click on Download Template to obtain the standard CSV file format.
2. The template contains predefined columns for the required data fields.
Prepare the Data
1. Fill in the facility details in the downloaded template.
2. Ensure all required fields are completed as per the format guidelines provided in the template.
3. Save the file in CSV, XLS, or XLSX format (maximum file size: 5 MB).
Upload the File
1. Drag and drop the completed file into the upload area, or click Upload a file to select it manually.
2. Once the file is uploaded, click Process.

5. You will get the pop-up message confirmation for the newly created bulk facility, and this will appear at the top of all facilities, similar to the section Creating a new company facility.

Viewing and Editing Facility Details

Click a row in the list to view or edit a facility's details. You can update information like address, contact details, and facility type. Click Save to save your changes.

Click on any reference ID in the list to view or edit a facility's details.

2. Click at the top right of the facilities details page. You can update information like address, contact details, and facility type.

3. Modify details as per your requirements.

.4. Click Save to save your changes.

5. The modified facility will be updated and appear in the list of facilities.