A branch in the company account is a sub-entity used to organize and manage operations or locations. Each branch can have its own vehicles and configurations, allowing for efficient management and reporting while maintaining centralized control from the company account.
Please Note: Admin or Reseller users can create a new branch within the company account. Company users can also add a new branch or edit an existing one. When creating a company account, a default branch is automatically generated with the company name if it has not been created manually.
To Get Started
- Log in to your account.
- Go to Settings > General > Company.
- Double-click on the company account for which you want to add a new branch.
To Add a New Branch
- Navigate to the Branch tab.
- Click on Add New. A new window for branch configuration will open.
- Enter the Branch Name.
- Enter the address details of the Branch such as Country, State, City, Zip Code, etc.
- Enter contact information of the Branch such as Contact Person, Mobile Number, etc. in the provided textbox.
- Enter Branch Code if any.
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- Save the settings by clicking on the Save 💾 icon.