A branch in the company account is a sub-entity used to organize and manage operations or locations. Each branch can have its own Object, allowing for efficient management and reporting while maintaining centralized control from the company account.
Please Note: Admin or Reseller users can create & edit 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 created with the company name.
To Get Started
- Log in to your account.
- Go to Settings > General > Branch.
Please Note: Once you click on branch you will be redirected to the branch overview screen where you will see all the branch records.
To Edit a Branch
- Double click on the Branch that you want to Edit.
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- Company can't be edited.
- You can edit the Branch Name.
- You can edit the address details of the Branch such as Country, State, City, Zip Code, Street1, Street2.
- You can Edit contact information of the Branch such as Contact Person, Mobile Number, Email, Fax Number in the provided textbox.
- You can edit the Branch Code.
- Save the settings by clicking on the Save 💾 icon.