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Agency Group Setting

Purpose

This article explains how Admins configure Agency Groups in the Thulo Logistics Module.

An Agency Group is used to organize partner agencies, third-party offices, or operational units that participate in logistics operations, without creating separate system tenants or branches.

Who This Is For

  • Admins

  • Operations Managers

  • Partner / Agency Coordinators

Required Permissions

  • Logistics → Settings → Edit

  • User Management → Admin access

What Agency Groups Are Used For

Agency Groups are used to:

  • Group partner agencies or operational entities

  • Identify which agency is involved in:

    • Locker Package creation

    • Shipment creation

    • Consolidation creation

  • Support controlled collaboration with external or remote teams

Agency Groups are organizational references, not permission boundaries.

Where Agency Groups Appear

Once configured, Agency Groups appear as selectable fields in:

  • Create Locker Package

  • Create Shipment

  • Create Consolidation

Staff select an Agency Group based on operational or partner involvement.

Step-by-Step: Create an Agency Group

Step 1: Navigate to Agency Group Settings

Go to Logistics → Settings → Agency Group.

(keep your existing screenshot here)

Step 2: Add Agency Group Information

Enter the required details, such as:

  • Agency name

  • Optional description or notes

Agency names should clearly identify the partner or operational unit.

Step 3: Save the Agency Group

Click Save to create the Agency Group.

After saving:

  • The Agency Group becomes available in logistics workflows

  • It can be selected by staff during package, shipment, and consolidation creation

Important Rules to Know

  • Agency Groups are tenant-wide

  • They do not enforce permissions or data isolation

  • Access and visibility are controlled by staff permissions

  • Changes apply only to future records

Best Practices

  • Use Agency Groups for external partners or internal sub-units

  • Keep agency names consistent and descriptive

  • Combine Agency Groups with permission control for clarity

  • Avoid creating redundant Agency Groups

Common Mistakes to Avoid

  • Treating Agency Groups as branches or tenants

  • Expecting Agency Groups to restrict data visibility

  • Using Agency Groups for pricing or tax control

  • Changing Agency Groups frequently after operations begin

Related Articles

  • Office Group Setting

  • Roles, Permissions & Branch-Style Operations

  • Create Locker Package

  • Admin Configuration – Logistics Settings (Overview)

This data is used for the “List of Agencies” field in the creation page of Locker Package, Shipment, Consolidated.

  1. Create Agency Group - Step 1. Go to Settings menu under the Logistics module on the left sidebar.  - Step 2. Select Agency Group menu and click on Add Agency button. - Step 3. In the New Agency popup, fill in the required fields. - Step 4. Select Save
  2. Update Agency Group  To edit an agency group: - Step 1. Go to Settings menu under the Logistics module on the left sidebar. - Step 2. Select the Agency Group menu. Find and select the agency group and click on - Step 3. Make the necessary changes to the agency group. - Step 4. Select Save.
  3. Delete Agency Group To delete an agency group - Step 1. Go to Settings menu under the Logistics module on the left sidebar. - Step 2. Select the Agency Group menu and select the agency group you want to delete - Step 3. Select - Step 4. Select OK to confirm

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