02. 'Branches' replaced with 'Entities'
In version 3, Branches have been replaced with Entities.
An Entity can be a head office, a branch, a hub, a surgery, a pharmacy or any other type of organisation. Entities can be used to allow other organisations, such as care homes or hospitals, to securely access customer and order tracking information.
Virtual entities can also be created. These are useful, for example, if you want to group customers by a delivery region.
Each entity, virtual or not, can have a customised icon too, helping users to identify them easily.
Customers can belong to multiple entities. For example, this customer belongs to two 'branches' and a delivery hub.
And users of PDM can be granted access to multiple entities quickly and easily.