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Office/Branch Management - Product Requirements Document

Version: 2.0 | Status: Business Review | Date: 2026-01-15


1. Overview

1.1 Purpose

Office/Branch Management enables rental companies to operate across multiple physical locations, allowing customers to select convenient pickup/dropoff points while ensuring regulatory compliance and efficient fleet distribution across geographic markets.

1.2 Problem Statement

Rental companies expanding to multiple locations face operational challenges that directly impact revenue and customer satisfaction:

  • Lost bookings: Customers abandon reservations when they cannot find nearby pickup locations
  • Fleet imbalance: Vehicles accumulate at low-demand locations while high-demand offices have shortages
  • Compliance risk: Italian operators face fines for non-compliant CARGOS multi-location reporting
  • Customer confusion: Inconsistent contact information and operating hours lead to support requests
  • Booking friction: Manual location coordination increases order processing time

1.3 Business Value

Value AreaMeasurable OutcomeTargetMeasurement
Revenue GrowthIncrease bookings from location-based search+15% conversion rateBooking funnel analytics
Operational EfficiencyReduce fleet rebalancing trips-25% inter-office transfersVehicle movement logs
Customer ExperienceDecrease location-related support requests-40% inquiriesHelp desk categorization
ComplianceEliminate CARGOS reporting penaltiesZero finesRegulatory compliance audits
Processing SpeedReduce order processing time-30% average timeWorkflow time tracking

1.4 Target Users

UserBusiness ContextPrimary Need
AdminsBusiness owners managing expansionConfigure offices to maximize geographic coverage
OperatorsFront-line staff serving customersAccess accurate location information quickly
CustomersRenters selecting pickup pointsFind convenient, clearly-described locations
PartnersMarketplace integratorsAccess available offices for booking placement

2. Success Metrics

MetricDefinitionBaselineTargetMeasurement MethodTimeframe
Booking ConversionOrders completed ÷ Location searchesCurrent analytics+15%Widget booking funnel6 months
Location Support TicketsTickets mentioning office/location issues30-day average-40%Help desk categorization3 months
Fleet Balance IndexVehicles at optimal location ÷ Total vehiclesCurrent distribution+20 ppDaily inventory snapshots6 months
CARGOS Compliance RateSuccessful submissions ÷ Required submissions100% baseline100% maintainedCARGOS response logsOngoing
Office Data AccuracyOffices with complete, verified dataAudit current state95%+Quarterly data audit3 months
Order Processing TimeTime from booking start to confirmationTime study baseline-30%Workflow analytics6 months

3. User Stories

Admin (P0 - Critical)

  • US-001: As an Admin, I want to create offices with address, contact info, and working hours so customers can find and contact each location
  • US-002: As an Admin, I want to assign vehicles to specific offices so fleet distribution is tracked and searchable
  • US-003: As an Admin, I want to designate one office as “official” so contracts display the correct legal address
  • US-004: As an Admin, I want to configure CARGOS data per office (Italy) so each location submits compliant reports

Admin (P1 - Important)

  • US-005: As an Admin, I want to set working hours with multiple daily intervals so customers know exact availability
  • US-006: As an Admin, I want to upload office logos so each location has consistent branding
  • US-007: As an Admin, I want to edit and delete offices so the system reflects current operations

Operator (P1 - Important)

  • US-008: As an Operator, I want to view all offices with contact details and vehicle counts so I can assist customers accurately
  • US-009: As an Operator, I want to see working hours for each office so I can provide correct availability information

Customer (P0 - Critical)

  • US-010: As a Customer, I want to select a pickup location from available offices so I can get my rental conveniently
  • US-011: As a Customer, I want to see only vehicles available at my chosen location so search results are relevant

Integration (P0 - Critical)

  • US-012: As a booking widget, I need to filter vehicles by assigned offices so location-based booking works correctly
  • US-013: As the CARGOS system, I need office agency data to generate compliant Italian police reports

4. Functional Requirements

4.1 Office Management

IDRequirementBusiness Rationale
FR-001Create offices with name, address, contact details, and optional logoEnable geographic expansion and customer communication
FR-002Edit all office information except system identifiersKeep location data accurate as operations change
FR-003Delete offices with automatic cleanup of vehicle and integration referencesMaintain data integrity when locations close
FR-004Prevent deletion of the only/main officeEnsure tenants always have at least one operational location
FR-005Designate exactly one office as “official” per companyProvide consistent legal address for contracts
FR-006Automatically unmark previous official office when new one is designatedEnforce single official office rule

4.2 Working Hours

IDRequirementBusiness Rationale
FR-007Configure working/non-working status for each day of the weekCustomers need accurate availability information
FR-008Support multiple time intervals per day (e.g., morning and afternoon shifts)Accommodate lunch breaks and split shifts
FR-009Display current open/closed status based on office hoursHelp customers plan pickup timing

4.3 Vehicle-Office Assignment

IDRequirementBusiness Rationale
FR-010Assign vehicles to one or multiple officesEnable fleet tracking by location
FR-011Filter vehicle search results by assigned office in booking widgetsEnsure customers see only relevant inventory
FR-012Display vehicle count per officeHelp admins understand fleet distribution
FR-013Remove office references from vehicles when office is deletedMaintain data integrity

4.4 Address & Location

IDRequirementBusiness Rationale
FR-014Capture structured address with autocomplete assistanceReduce data entry errors and improve accuracy
FR-015Store GPS coordinates for each officeEnable distance calculations and mapping
FR-016Generate human-readable formatted address for displayEnsure consistent address presentation

4.5 CARGOS Integration (Italy)

IDRequirementBusiness Rationale
FR-017Store CARGOS agency fields per office for Italian tenantsMeet Italian police reporting requirements
FR-018Validate CARGOS data completeness when integration is enabledPrevent submission failures
FR-019Display CARGOS configuration only when integration is activeReduce UI complexity for non-Italian users

4.6 Multi-Tenant Isolation

IDRequirementBusiness Rationale
FR-020Restrict office access to the owning tenant onlyProtect business data between companies
FR-021Validate tenant context on all office operationsPrevent unauthorized cross-tenant access

5. Acceptance Criteria

AC-001: Office Creation

Given an Admin is authenticated
When they create an office with name, address, and contact details
Then the office appears in the office list and is available for vehicle assignment
Success Measure: Office creation completes within 3 seconds

AC-002: Official Office Designation

Given Office A is the official office
When Admin designates Office B as official
Then Office A is automatically unmarked and Office B becomes the only official office
Success Measure: Single official office maintained at all times

AC-003: Office Deletion with Cleanup

Given an office is assigned to multiple vehicles
When Admin deletes the office
Then the office reference is removed from all affected vehicles and the office is deleted
Success Measure: No orphaned office references remain

AC-004: Working Hours Display

Given an office has working hours configured
When a customer views the office in the booking widget
Then they see the current open/closed status and full schedule
Success Measure: Working hours displayed correctly in user’s timezone

Given vehicles are assigned to specific offices
When a customer searches for vehicles at a particular office
Then only vehicles assigned to that office appear in results
Success Measure: Zero irrelevant vehicles shown in location-filtered searches

AC-006: CARGOS Compliance (Italy)

Given an Italian tenant with CARGOS enabled
When Admin configures office with required agency fields
Then the office data is available for contract submissions to Italian police
Success Measure: 100% CARGOS submission acceptance rate

AC-007: Main Office Protection

Given a tenant has only one office
When Admin attempts to delete it
Then the system prevents deletion with a clear explanation
Success Measure: Zero accidental main office deletions


6. Business Rules

IDRuleBusiness Rationale
BR-001Only one office per tenant can be “official”Contracts require a single legal address
BR-002The first/only office cannot be deletedTenants must have at least one location
BR-003All offices are strictly tenant-isolatedProtect competitive business data
BR-004Vehicles can be assigned to zero, one, or multiple officesSupport flexible fleet deployment
BR-005Working hours configuration is optionalNot all businesses need detailed schedules
BR-006CARGOS fields required only when integration is enabledReduce burden for non-Italian operators
BR-007Valid address is mandatory for office creationLocation-based features require addresses
BR-008Office deletion cascades reference cleanup, not entity deletionMaintain vehicle and integration data integrity

7. Dependencies

Upstream Dependencies

SystemDependencyImpact if Unavailable
AuthenticationTenant context from JWTCannot scope offices to correct company
Company ManagementExisting tenant/company recordCannot create offices
Google Maps APIAddress autocomplete and geocodingManual address entry required

Downstream Dependencies

SystemDependencyImpact if Unavailable
Vehicle ManagementOffice references in vehicle recordsCannot filter by location
Booking WidgetOffice list for location selectionCannot offer location-based search
CARGOS IntegrationOffice agency data for reportsItalian compliance failures
ContractsOfficial office for legal addressMissing address on documents

8. Non-Functional Requirements

Performance

MetricTargetMeasurement
Office list load time<500ms for 100 officesAPI response monitoring
Office creation time<3 seconds including image uploadEnd-to-end transaction timing
Office deletion with cleanup<5 seconds for 1000 affected vehiclesTransaction completion logging

Security

  • All operations require authenticated user with valid tenant
  • Office data isolated by tenant at database level
  • CARGOS credentials encrypted at rest

Usability

  • Address autocomplete activates after 3 characters
  • Working hours configurable via visual calendar interface
  • Error messages displayed in user’s preferred language

Localization

  • Supports 11 languages: EN, LT, RU, PL, IT, ES, FR, DE, CS, NL, PT, ZH
  • Working hours display adapts to locale time format
  • Address formatting respects country conventions

9. Error Scenarios

ScenarioUser MessageResolution
Delete main office attempt”Cannot delete the main office. Create another office first.”Guide user to create replacement
Duplicate office name”An office with this name already exists.”Prompt for unique name
Incomplete CARGOS data”CARGOS requires all agency fields. Please complete the form.”Highlight missing fields
Invalid address”Please provide a valid complete address.”Show address requirements

10. Future Considerations

The following capabilities are identified for future evaluation based on customer demand and business value:

  • Office-level analytics (bookings, revenue, utilization per location)
  • Holiday and closure calendar management
  • Geographic delivery zones per office
  • Staff assignment to offices
  • Cross-tenant office sharing for marketplace expansion
  • Distance-based pricing calculations
  • Office categorization (airport, downtown, franchise)

11. Glossary

TermDefinition
OfficeA physical location for vehicle pickup, dropoff, or service
Official OfficeThe primary office shown on contracts and legal documents
Working HoursOperational hours when an office serves customers
CARGOSItalian police system for rental contract reporting
AGENZIAItalian term for agency/office in CARGOS reporting
TenantA rental company operating on the platform
IntervalA time range (from-to) within working hours

12. Revision History

VersionDateAuthorChanges
1.02026-01-09SystemInitial PRD from codebase analysis
2.02026-01-15Product TeamConverted to business-focused format: added success metrics, consolidated requirements, strengthened acceptance criteria