Creating A Network Structure

This section covers:

1. Difference Between Branch and Unit
   1. Branch Types
2. Adding a New Branch
3. Removing a Branch
4. Adding a New Unit
   1. Setting Up Unit Types
5. Removing a Unit

1. Difference Between Branch and Unit

In TreeAMS, there are two important network terms you should know before you start building your brand network:

• Branch👉 Refers to any entity associated with your main company, this includes subsidiary, single-unit franchisees (frinchisees), area franchisees, or master franchisees. Please note not all branches need to be subsidiaries.
• Unit👉 Refers to any individual locations such as outlets, stores, studios, or centers.
  • If a unit is under your main company (outside of other entities under your company), it is corporate-owned.
  • If a unit is under another entity, it is managed by another company or is franchised.

IMPORTANT‼️ Your branch and unit names cannot be the same! This can lead to confusion when assigning users or tasks to a branch or unit. For instance, if both your branch and unit are named "Thumbs Up South," you might later struggle to distinguish between the two when assigning a user to the network. It could be unclear which "Thumbs Up South" represents the branch and which one refers to the unit.

1.1 Branch Types

2. Adding a New Branch

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click Network
3. Go to Network Tree

4. Click your company or branch name so that the left menu will appear
   Please note that certain branch type options may not be available to you, depending on your parent branch type.
5. Click Add Branch

6. Fill out the details:
   • New Node Name 👉 is the name that will appear in the Network Structure. It can be the same as the legal entity name. Example: GoodFood Pte Ltd
   • Node Type 👉 is the branch type. It can be a franchisee or even a subsidiary. Refer back to Branch Types to learn more about available branch types in TreeAMS
   • Legal Entity Name 👉 is the registered name of your company. Example: GoodFood Pte Ltd
7. Click Add New Branch

3. Removing a Branch

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click Network
3. Go to Network Tree

4. Click your branch name so that the left menu will appear
5. Click Delete. Do note that a branch cannot be removed if it has at least one branch (sub) or unit under it. Therefore, you have to delete all branches and units under the branch first

4. Adding a New Unit

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click Network
3. Go to Network Tree

4. Click your company or branch name so that the left menu will appear
5. Click Add Unit
6. Fill out the details:
   • New Node Name 👉 is the name that will appear in the Network Structure. Example: Thumbs Up @ ION Orchard
   • Unit Type 👉 refers to the unit's concept. Examples: flagship, kiosk, store, restaurant, takeaway, gym, office, etc. If you can't find any Unit Types that are suitable for your business, you can always create new Unit Types by clicking + Create a new TAMS Unit Type.
     
     Refer to Setting Up Unit Types for more details.
7. Click Create New Unit

4.1 Setting Up Unit Types

Unit Type refers to the classification of your business locations based on their specific operations. For example, unit types could include categories like flagship, dine-in outlets, or delivery-only. Defining unit types helps you setting up permissions and manage operations more effectively based on the unique needs of each type of unit.

If you can't find any Unit Types that are suitable for your business, you can always create new Unit Types and remove the default Unit Types. Follow below steps to create new Unit Types and remove existing ones:

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Go to the Search Box and key in "Unit" to find "TAMS Unit Type List"

3. Click + Add TAMS Unit Type

4. Type your unit type name
5. Click Save

5. Removing a Unit

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click Network
3. Go to Network Tree

4. Click the Unit name so that the left menu will appear. If you are unable to see the Unit, expand your branch first by clicking the branch name
5. Click Delete.

If you need assistance, please email us at connect@treeams.com . We are happy to help! 👋😊