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Offices

Prerequisites

Overview​

An office is a physical location where your doctors operate. It is essential to understand how offices relate to doctors in the system, as each doctor can be associated with multiple offices, creating unique Doctor-Office pairs. This relationship is explained in detail in the Doctors documentation.

Creating an Office​

Before you begin, you need to have "Create" permissions for the office entity. Once you have the necessary permissions, navigate to Clients → Offices and click on the "Create Office" button.

To create an office, you need:

  1. Name.
  2. Tax Area. This area will be used to calculate tax amounts for taxable products on the cases created for doctor-office pairs associated with this office.
  3. Shipping Address. This address is used for shipping cases to this office.
  4. Default Shipping Route. This route will be used for all shipments to this office unless overridden at the case level.

Optional fields:

  1. Group. You can assign the office to a group for better organization and management.

Shipping Addresses​

Address needs to be validated if you're using UPS, FedEx, or USPS shipping integrations. To validate an address, there are two options:

  1. Individual office view: open office page and click on the red "Validate" button next to the shipping address. You will get a dialog with the current address and a suggested address. You can change the suggested address if you'd like to override it. You can then click "Accept Validation" to accept the suggested address or "Accept Current" to keep the current address. If you accept the suggested address, the address will receive status "Validated". If you accept the current address, it will receive status "Overriden". If you close that dialog, the status will remain "Unvalidated".
  2. Bulk validation: go to the "Address Validation" page, open the "Unvalidated" tab, click "Validate", review the suggested addresses, and select either old or new address.
Changing Address

Every time you change the address, it will be marked as "Unvalidated" again. You can validate it again using the same methods.